The six-week rally that started mid-June featured advances from AAPL (+25%), AMZN (+30%), and TSLA (+39%), which accounted for one-fourth of the S&P 500’s gain. Despite the recent preference for Value, a spike in interest rates, and the bear market, the index’s concentration in the top-five firms is still near it’s all-time high set in August 2020.
Aug
05
2022
Additional Factors
tags
Consumer Discretionary Health Care Momentum P/E Ratios S&P 500 S&P 500 Capitalization Weighted Growth Vs. ValueLogin
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
current issue
featured articles
- Technical Cracks
- A “Churn,” And Then A Turn?
- Active/Passive Update Q4-2024
- Leuthold Portfolios Update - January 2024
- Research Preview: Selling Calls In An Extended Bull Market
- Bear Steepening In An Easing Cycle—Nothing To Lose Sleep Over
- Inflation And The Housing Market
- Valuations: Small Cap Vs. Large Cap
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)