If you would like to watch our weekly State of the Market video, please click the provided link...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
Yield curve is the most inverted in decades, yet many parts of the market are making new 52-week highs....
Research Report Excerpt #1 According to Goldman, U.S. retail investors/traders sold all of the stocks they accumulated during 2019~2021,...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...
While we can’t be sure that the bear market ended on October 13, 2022, with the S&P 500 falling...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
Research Report Excerpt #1 Most traders/investors from all walks of capital market experience had a poor year in 2022....
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
When you believe in a future that is so alive in your mind that you keep living it over...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
By Dr. James M. Dahle, WCI Founder It’s a funny quirk of human nature that we learn more from bad...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
