‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs decelerating, earnings revisions deteriorating, and GDP growth contracted last quarter). The S&P 500 is still not priced for this backdrop, which we expect to continue. We’re in the midst of a hotter but shorter cycle in the US…The key implication here…
As the world begins to digest the future state of the Union or the United States of America under...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
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