What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first to argue that the market will reach all-time highs (ATH) in 2021, and after the Fed’s second intervention in April, we elaborated why ATH is likely to come even earlier (see here). This was not just considered contrarian, but also ridiculed…
After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...
Good Wednesday morning investors and traders! Ahead of the official release of the Consumer Price Index, the Producer Price...
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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