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Mar 26 2021

Momentum: “New Junk” In The “Old Trunk”

  • Mar 26, 2021

March 23rd marked the one-year anniversary of the COVID-19 bear-market bottom. We are all eager to turn the page on the pandemic ordeal and move forward to brighter days ahead. Looks like some big help is coming our way.

Apr 07 2017

Spring Forward, Fall Back?

  • Apr 7, 2017

The S&P 500 has gained about 5% on the year, respectable but hardly consistent with the “melt up” scenario we thought might occur.

Apr 07 2017

Retail Fades; Other Consumer Themes Flourish

  • Apr 7, 2017

Shifting consumer preferences and the relentless rise of e-commerce are changing the sector’s beneficiaries of the healthy backdrop away from retail, yet other Discretionary opportunities abound outside of the traditional retail groups.

Jan 08 2015

Retail Theme Compelling; Purchased Hypermarkets

  • Jan 8, 2015

Retail-related industry groups continue to strengthen in our GS Scores, and Hypermarkets & Super Centers is one of the top rated groups in our rankings. This also gives exposure to Consumer Staples, currently the highest rated among our composite sector scores.

Dec 05 2014

Retail Groups Rise In The Ranks

  • Dec 5, 2014

A new theme emerging within our GS Scores—Retail related industry groups are flocking to the upper rankings of the scores.

Apr 05 1996

Retail Rebound?

  • Apr 5, 1996

“Retail Rebound?”, a new Leuthold sector, among the Q1 performance leaders...may not remain there if economic progress reverts back to sluggish.

Dec 05 1994

Retailing Resurgence Update

  • Dec 5, 1994

"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.

Nov 05 1994

Yes, Virginia, Consumers, Investors and Retailing Stocks Are Aligned. It’s Time for a “Retailing Resurgence”!

  • Nov 5, 1994

Consumer confidence is high, the economy is solid. We do not think Christmas 1994 is yet reflected in many retailing stocks. Look at this like a retailing “bounce" opportunity.