We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe our longevity) makes us even more susceptible to looking for patterns that might not exist. Last fall, though, we noted that the current inflationary cycle is tracking the “average” historical path to an almost eerie degree, and that is still the…
The Leuthold Group: Inflation: Following The Script?
A financial market resource for the every-day investor and trader.
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The Bears Beating Recession Drums as Q2 2018 Earnings Season Kicks Off
Seth Golden, , Research Reports, 0
In this week’s research report we are going to cover a few topics. The first topic centers on the...
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Wall Street Sees Rally Continuing in December
Seth Golden, , Research Reports, 0
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
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Merrill Lynch: Capital Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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Richly Valued Markets Deserve Risk Management
Seth Golden, , Research Reports, 0
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
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Beat The Drum For 2021
Seth Golden, , Research Reports, 0
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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Historic September Trends Holding to Form…So Far
Seth Golden, , Research Reports, 0
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
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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...
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Value Squeeze: J.P. Morgan Team
Seth Golden, , Research Reports, 0
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...