I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations – to form the subject of this memo: what really matters or should matter for investors. I’ll start by examining a number of things that I think don’t matter. What Doesn’t Matter: Short-Term Events In The Illusion of Knowledge (September 2022), I railed…
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
For volatility ETP (exchange-traded product) traders, there are a range of products from which to choose. Some are relatively...
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