Skip to content
Jun 05 2015
Stock Market

It’s Getting Late For the Early Cyclicals

  • Jun 5, 2015

Our “Early Cyclicals” composite continues to perform so well—and at such a late stage in the market cycle—that we should probably consider changing its name. This group, which consists of retail, housing, and auto-related industries, is up 29% in the last eight months after stalling out for the first three quarters of 2014. Its “Late Cyclical” counterpart is up just +5% over the same time frame.

tags

Cyclicals

Login

For full access, please enter your credentials.

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

Perception for the Professional
June 2025 Issue

Featured Articles

Sector Navigator
July 2025 Issue

Recent Tags
[ALL]

Selloff (1) Recession (70) Growth (120) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Dollar (56) Gold (84) Easing (1) Market Rotation (2) CPI (171) Inflation (585) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1)