It was another ugly retail sales report for the month of March and with February’s retail sales being revised sharply lower as delivered by the U.S. Commerce Department. Combined, February and March marked the worst two-month stretch in two years, suggesting that first-quarter U.S. growth will be less robust than previously hoped. Sales at retailers nationwide declined 0.2% last month,…
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
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