Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning Global Quantitative and Derivatives Strategy Marko Kolanovic, PhD AC In early January we explained the flows behind the Q4 market collapse, arguing that market should recover its losses (here, here). After an initial short covering rally, we argued that the market…
With each passing week, month and year, Volatility ETPs have become more and more popular. This was no more...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
Welcome to our latest weekly research report where we’ll be discussing our usual topics surrounding the economy and financial...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
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