1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for US stocks was punctuated by a brief growth scare in June, although valuations never reflected the true risk to earnings, in our view. Today, we quantify that risk and cut EPS forecasts. Fire and Ice Part 2…Fire and Ice has proven…
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
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