While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend rally may continue, but make no mistake, we don’t believe this bear market is over, even if we avoid a recession – the odds of which are increasing. Defensive leadership reigns supreme but few want to own it…Defensive sectors now comprise…
Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
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Merrill Lynch: Expansion Cycle & Earnings Growth Will Continue
Seth Golden, , Research Reports, 0
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
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Super Overbought Breadth Thrust!
Seth Golden, , Research Reports, 0
January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...
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Is A Storm About To Hit Markets? Have an Umbrella?
Seth Golden, , Research Reports, 0
If you were asked to do nothing as an investor for the week to come, could you do it?...
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The Myths of Stocks For The Long Run-Part II: By Lance Roberts
Seth Golden, , Research Reports, 0
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
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Weekly State of the Market: Busting Myths With Discipline
Seth Golden, , Research Reports, 0
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
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Will April & Earnings Season Change The Tide For The S&P 500?
Seth Golden, , Research Reports, 0
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
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Weekly State of the Market: A Slow Down
Seth Golden, , Research Reports, 0
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
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