With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it does not price the risk of a recession, in our view, which is 15- 20% lower, or roughly 3000. The Bear market will not be over until recession arrives or the risk of one is extinguished. What do forward EPS contractions…
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
Ahead of the opening bell on Friday, June 14, 2019, retail sales and industrial production data will be released....
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
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