The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is significantly clearing up, especially with news of a highly effective COVID-19 vaccine. We expected an imminent vaccine outcome and a rotation out of COVID-19 beneficiaries /…
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
If you were asked to do nothing as an investor for the week to come, could you do it?...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
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