A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our positive 2021 outlook was anchored on stronger and earlier-than-expected consumer recovery and pickup in mobility post-Covid-19 vaccine, releasing cyclical and pent-up demand. We expect consumers to blowout expectations for rest of the year given: (1) economic reopening with pandemic effectively ending…
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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