Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate sharply on re-opening from the…
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
When you believe in a future that is so alive in your mind that you keep living it over...
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