In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak in EPS (or, for that matter, trailing peaks in other corporate fundamentals, like cash flow and sales per share). While we believe it’s a good addition to our valuation arsenal, at the moment, the use of prior cycle peaks as a…
The Leuthold Group Green Book
A financial market resource for the every-day investor and trader.
-
Weekly State of the Market: Rally-On, But Think Long-Term
Seth Golden, , Research Reports, 0
“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...
-
Weekly State of the Market: Market And The Economy
Seth Golden, , Research Reports, 0
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
-
Investor Returns Won’t Prove Easy Hence Forth
Seth Golden, , Research Reports, 0
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
-
Crazy Time For Markets and Investors
Seth Golden, , Research Reports, 0
In the past trading week, investors/traders were once again at the mercy of trade headlines. It was only 2...
-
Weekly State of the Market: Market Trends 2/11/2021
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
-
Weekly State of the Market: An Earnings and ERP-Related Market Decline
Seth Golden, , Research Reports, 0
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
-
Wall Street Looks Toward Trump 2.0 And Economic Data Ahead
Seth Golden, , Research Reports, 0
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
-
From Bull To Bear And Back Again
Seth Golden, , Research Reports, 0
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00