By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. When Jerome Powell took the reins of the Federal Reserve in early 2018, many commentators cheered the fact that he does not possess a Ph.D. in…
The Leuthold Group: Jay Powell, The Chartist
A financial market resource for the every-day investor and trader.
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Where Are We In The Artificial Intelligence Cycle & More
Seth Golden, , Research Reports, 0
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
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Weekly State of the Market: Who’s Definition Fits What Investor
Seth Golden, , Research Reports, 0
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
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Weekly State of the Market: Fed Shifts Message on Inflation, Breadth Weakening
Seth Golden, , Research Reports, 0
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
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New York Times Takes Aim At The Volatility Trade And Trading Crowd
Seth Golden, , Research Reports, 0
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
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Weekly State of the Market: Seasonal Tide Is Turning Bullish
Seth Golden, , Research Reports, 0
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
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Morgan Stanley: Weekly Warm-up: Prices Starting to Reflect the Building Evidence for Deeper EPS Cuts
Seth Golden, , Research Reports, 0
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
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High Short Interest, Bellwether Validate Melt-Up, Inflation Data Looms
Seth Golden, , Research Reports, 0
Good Wednesday morning Finom Group investors/traders! As we welcome newer members at this time of year, please consider that...
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S&P 500 Brushes Off Mixed Data, Decelerating Earnings & Yield Curve
Seth Golden, , Research Reports, 0
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
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