If you would like to watch our weekly State of the Market video, please click the provided link...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
Yield curve is the most inverted in decades, yet many parts of the market are making new 52-week highs....
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...
While we can’t be sure that the bear market ended on October 13, 2022, with the S&P 500 falling...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
When you believe in a future that is so alive in your mind that you keep living it over...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...
Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
