After a first quarter decline for the major averages, and during a midterm election year, it became clear that 2022 was going to be a struggle for investors. There was no guarantee the year would bear a negative return then, but it is becoming increasingly probable after a significant market decline in April came to pass. 2022 goes in the…
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
The major indexes posted slight weekly losses last week. The Dow and S&P 500 both fell 0.5% for the...
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
The average length of the bear markets since WW II has been 16 months; the average length of the...
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