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?
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Setting Up The Compounding Effect
Seth Golden, , Research Reports, 0
Midterm election years are difficult trading years, but reliably strong investing years, as they setup the compounding effect. More...
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Costco Shares Have Been Poorly Received By Investors
Seth Golden, , Research Reports, 0
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
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Not Out Of The Woods Yet
Seth Golden, , Research Reports, 0
The weekend is where many a discipline and devoted investor/portfolio manager spend most of their free time in the...
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Weekly State of the Market: Diagnosing Drawdown For Opportunity
Seth Golden, , Research Reports, 0
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
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Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
Seth Golden, , Research Reports, 2
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
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Retail Reporting Season Begins With Monthly Retail Sales Ahead
Seth Golden, , Research Reports, 0
“The retailers are reporting, the retailers are reporting”! Some of the biggest names in the retail sector have started...
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Fundstrat: Fear and uncertainty building short-term, but case for equities in 2022 still intact
Seth Golden, , Research Reports, 0
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
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