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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The Market Knows, It Always Knows
Seth Golden, , Research Reports, 0
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
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Recovering, Not Yet Recovered
Seth Golden, , Research Reports, 0
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
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Seth Golden, , Research Reports, 0
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Marko Kolanovic/J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
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Seth Golden, , Research Reports, 0
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
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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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Weekly State of the Market: Russia/Ukraine End-Game Calculus
Seth Golden, , Research Reports, 0
The world is now forced into the calculating of a new reality, one that may not be easily compared...
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BofAML Quarterly Market & Economic Review/Outlook
Seth Golden, , Research Reports, 0
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...