The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no changes to our tactical portfolios since the small equity reductions of July 19th and August 6th. Net equity exposure in the Leuthold Core Fund, Core private accounts, and Leuthold Global Fund stands at 54%, in the Leuthold Core ETF, it is…
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Economy Strong Enough To Power Through Election?
Seth Golden, , Research Reports, 0
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
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Firing On Most “Cyclicals”
Seth Golden, , Research Reports, 0
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
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J.P. Morgan: Market and Volatility Commentary
Seth Golden, , Research Reports, 0
Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...
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Man Institute: If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
Seth Golden, , Research Reports, 0
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
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J.P. Morgan: Add to risk as a lot of negativity is already priced in
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
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J.P. Morgan: Risk assets pull back on rates surge and crypto crash appears overdone, not the end of the cycle
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
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S&P Financials Hold As Tech Resolves Quarterly Reports
Seth Golden, , Research Reports, 0
That was something for all the market pundits and critics to behold last week was it not? The mantra...
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Another 10% Correction Morgan Stanley Believes Lay Ahead
Seth Golden, , Research Reports, 0
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
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