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…
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
Late in 2016 and after Bed Bath & Beyond (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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