Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend both calls and provide new…
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
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