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…
Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...
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