Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment slightly above pre-pandemic levels as 2021 progressed, with strong investment plans for 2022, especially in automation and production re-shoring. Still, big upside risks to consumer demand, logistical backlogs and labor shortages suggest supply may continue to lag demand, keeping upside pressure…
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
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