Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or negative news about corporate taxation. The majority of investors appear to be focusing instead on the fundamental drivers of risk markets such as the growth and earnings trajectories which appear to remain very supportive for risk assets. Retail investors appear to…
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
“I don’t think you can get to be a really good investor over a broad range without doing a...
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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