Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the dip, particularly in cyclicals and small caps. Stocks are in bear market territory and erased their post-pandemic re-rating, small cap valuations are at 20Y lows, and investor sentiment is bearish. Many market metrics such as recent performance of high vs. low…
The last few weeks have been quite turbulent for volatility traders with swings in the VIX of greater than...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
After several reiterations in the last week of trading, on January 18, 2017 Credit Suisse’s Christian Buss has downgraded J.C. Penney...
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise!...
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