The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended November 22nd, and its four factor categories held steady at their recent levels. After a minor reduction in our tactical portfolios’ equity hedge in early November, those accounts are positioned with net equity exposure of 58%. The song remains the…
Housing Struggles Not Mirrored By Markets
A financial market resource for the every-day investor and trader.
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The J.P. Morgan View – Global Asset Allocation
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
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Weekly State of the Market: It Ain’t Perfect, But It Ain’t A Recession
Seth Golden, , Research Reports, 0
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
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Weekly State of the Market: Little White Lies
Seth Golden, , Research Reports, 0
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
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Weekly State of the Market: Savvy Market Signals In September
Seth Golden, , Research Reports, 0
The Paradox: The #1 concern for most investors/traders forces the diversification of a portfolio, which ultimately and perpetually underperforms...
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September Stock Markets Suck, But They Don’t Have To
Seth Golden, , Research Reports, 0
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
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Above Average Times And Downtrends
Seth Golden, , Research Reports, 0
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
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Weekly Warm-up: Running with the Bulls Can Be Dangerous
Seth Golden, , Research Reports, 0
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...