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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Breakout The Champagne! Record Highs Abound For Stock Indices!
Seth Golden, , Research Reports, 4
And oh what a week it was… if you went into the week under the impression that new S&P...
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Morgan Stanley Weekly Warm-up: This Is Not QE; Focus on the Fundamentals
Seth Golden, , Research Reports, 0
With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
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Summer Doldrums and Fool-Bearing Price Action
Seth Golden, , Research Reports, 0
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
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J.P. Morgan Takes A look At Pandemics, Climate & Markets
Seth Golden, , Research Reports, 0
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
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J.P. Morgan Tackles Election Implications For Investors
Seth Golden, , Research Reports, 0
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
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Weekly State of the Market: Blasting Toward Higher Highs
Seth Golden, , Research Reports, 0
In this week’s State of the Market we take a look at what the market may produce for the...
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Stinky Market Breadth Means…?
Seth Golden, , Research Reports, 0
With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...
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Man Institute: If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
Seth Golden, , Research Reports, 0
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...