The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group of large US companies leading the market higher. This slate of “early winners,” including makers of semiconductors needed to build AI technology and cloud service providers with the computing infrastructure to commercialize it, returned roughly 60% through the first eight months…
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
Boom! It just got “real”, as the kids say. The boom is the equivalent of the S&P 500 (SPX)...
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
“The market indexes may have bottomed, but keep in mind, making a low, forming a bottom and reaching the...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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