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Pantheon MacroEconomics: Payroll Data Set To Slow; Fed Minutes Incoming
A financial market resource for the every-day investor and trader.
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Weekly Warm-up: Winter Is Coming but Arrival Is Unclear
Seth Golden, , Research Reports, 0
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
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Leuthold Group Green Book April 2023
Seth Golden, , Research Reports, 0
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
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An Uncertain Summer Ends, But Does A Favorable Fall Begin?
Seth Golden, , Research Reports, 0
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
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Weekly State of the Market: Follow The Data Into Year-End
Seth Golden, , Research Reports, 0
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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Disinflationary Forces Under Review
Seth Golden, , Research Reports, 0
Dr. Ed Yardeni Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index...
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The Leuthold Group Green Book June 2023
Seth Golden, , Research Reports, 0
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
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J.P. Morgan: Resilience or Complacency
Seth Golden, , Research Reports, 0
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
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It’s Getting Frothy, Just The Way Santa Likes It
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) has run fast, furious and unabated in it’s journey toward the 3,100 level. The benchmark...
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