The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended November 22nd, and its four factor categories held steady at their recent levels. After a minor reduction in our tactical portfolios’ equity hedge in early November, those accounts are positioned with net equity exposure of 58%. The song remains the…
Housing Struggles Not Mirrored By Markets
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J.P. Morgan: Yields & Equities
Seth Golden, , Research Reports, 0
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
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The Weakest Week: 3 More Headwinds?
Seth Golden, , Research Reports, 0
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
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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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Setting Up The Compounding Effect
Seth Golden, , Research Reports, 0
Midterm election years are difficult trading years, but reliably strong investing years, as they setup the compounding effect. More...
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Markets Are On Knife’s Edge
Seth Golden, , Research Reports, 0
Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...
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The S&P 500 Corporate Profit Tree Continues to Grow Above Expectations
Seth Golden, , Research Reports, 0
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
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KKR’s 2023 Outlook
Seth Golden, , Research Reports, 0
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
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Geopolitical Concerns Weigh Heavily Against Earnings Season
Seth Golden, , Research Reports, 2
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...