The Reports Of The Economy Dying Are Greatly Exaggerated

Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...

In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...

Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...

We’re back! It has been a couple of weeks since our last weekly Research Report, but we hope some...

The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...

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