As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we think there is still a long way to go before reality is fairly priced, investors may face a volatile path in the absence of an “event” to clear the decks. The evidence is building…Since our earnings downgrade two weeks ago, stocks…
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
It’s funny what a difference a week can make in the markets. Up until last week, the equity market...
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
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