By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. When Jerome Powell took the reins of the Federal Reserve in early 2018, many commentators cheered the fact that he does not possess a Ph.D. in…
The Leuthold Group: Jay Powell, The Chartist
A financial market resource for the every-day investor and trader.
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J.P. Morgan: Fighting The Fed’s Historically Losing Proposition
Seth Golden, , Research Reports, 0
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
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UVXY: Market Uncertainty And Telling The Untold Future
Seth Golden, , Research Reports, 0
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
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The Fed Isn’t The Only One With the Power To “Ease”
Seth Golden, , Research Reports, 0
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
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The J.P. Morgan View – Global Asset Allocation: Add to cash and gold
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
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V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades: J.P. Morgan Latest Notes
Seth Golden, , Research Reports, 0
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
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Contango Spreads Across ProShares Ultra VIX Short-Term Futures ETF (UVXY)
Seth Golden, , Research Reports, 0
As the world begins to digest the future state of the Union or the United States of America under...
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Weekly State of the Market: Bond Market Volatility Persists
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
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Morgan Stanley’s Weekly Warm-up: Is There a Bull Case? PMIs and Earnings Revisions Remain Our Focus
Seth Golden, , Research Reports, 0
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
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