The Leuthold Group: Evaluating The Rebound

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The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish weight of the evidence. Net equity exposure in the Core Fund, Core private accounts, Core ETF, and Global Fund all stand at 45%. The guideline range for these portfolios’ stock weighting is 30% to 70%. Today’s flat CPI report did not…

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