Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September, the fear gauge isn’t representing market inefficiency or investor panic. Maybe the word “yet” should be placed at the end of the previous sentence given the expected weekly move for the week ahead, maybe? We’ll get to that in a moment….
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent...
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