Historically, the momentum plays of our Dreams and Nightmares have worked both ways, and 2025 was a “confirmation” year for this study. The best performing groups from 2024 beat the S&P 500 in 2025, and the worst performers of 2024 trailed both the Dreams and the S&P 500 in 2025.
Jan
07
2026
Leuthold’s Industry Group “Dreams” And “Nightmares”—Annual Update
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Perception for the Professional
January 2026 Issue
Featured Articles
- Three-Peat & The Risky Trinity
- S&P 500: The Good, The Bad, And The Ugly
- A State Of Perpetual Bliss
- Low Enough For Low Vol?
- Factor Fundamentals
- 2026 Time Cycles—Mostly Favorable
- Annual Asset Class & Sector Bridesmaids
- Leuthold’s Industry Group “Dreams” And “Nightmares”—Annual Update
- 2025 Cheapskate Sector
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