The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March 2020 lows. Breadth has proven so strong since the turn of the year that many of the stock market’s seasonal tendencies have been overwhelmed in favor of the bullish continuation pattern. September, however, has thus far proven the seasonal pattern as…
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
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