The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and the dollar collapsing as the global economy bottoms, high-frequency data releases beat expectations and fiscal/monetary policy ease further. Some are overshooting if the medium-term recovery proves as anemic as the post-GFC years, but that malaise will not be apparent this summer….
With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
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