Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy has peaked, and valuation is falling. Taxes, tapering & transitions temper index returns. Look for alpha in relative value, themes, and reasonably priced growth and cyclicals as mid-cycle transition runs its course. Mid-cycle is here, and with it comes a transition…
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
Nothing moves sentiment more than price! You’ve probably heard that phrasing before? The phrasing basically suggests that despite all...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
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