Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market has done two things: 1) Committed to the seasonal pattern 2) Gone nowhere with increased volatility. The last two weeks have produced uninspiring price action for market participants, with both bullish and bearish narratives thrown into the mix as they almost…
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
“The speculator fights his own good sense, struggles against his own will … and is at odds with his...
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
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