Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional acquaintances who’d be outstanding analysts at that mythical investment firm, Clairvoyant Capital. You know them. The ones who loaded up on Nvidia at the end of last year, but didn’t tell you until now. When they’re confident enough to brag, it’s…
The Leuthold Group Green Book June 2023
A financial market resource for the every-day investor and trader.
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Morgan Stanley: Weekly Warm-up: Avoid the Blind Spot and Look for Operational Efficiency
Seth Golden, , Research Reports, 0
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
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J.P. Morgan’s Marko Kolanovic: Remain Bullish
Seth Golden, , Research Reports, 0
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
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Geopolitical Concerns Weigh Heavily Against Earnings Season
Seth Golden, , Research Reports, 2
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...
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Morgan Stanley: Weekly Warm-up: Prices Starting to Reflect the Building Evidence for Deeper EPS Cuts
Seth Golden, , Research Reports, 0
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
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Weekly State of the Market: Price Fading Further Gives Rise To Recessionary Fears
Seth Golden, , Research Reports, 0
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
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Apple Lowers Q1 2019 Revenue Guidance: Shaping Risk
Seth Golden, , Research Reports, 0
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
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Death, Taxes And VIX-Leveraged Intrinsic Decay
Seth Golden, , Research Reports, 0
They say there are only two certainties in life: Death and Taxes. Of course, as a colloquialism, it is...
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The Leuthold Group: Jay Powell, The Chartist
Seth Golden, , Research Reports, 0
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...