Author Archive for: Seth Golden

by Barry Napp   Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...

The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...

 What does “back to the new future” mean?  The era of quantitative easing and a quick trigger Fed easing...

Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...

This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...

The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...

In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...

I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...

By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...

Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...

2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...

There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....

Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...

By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...

If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...

Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...