The famine in small cap performance that has seen relative returns wither and fade is now in its seventh year, and investors are wondering if the Fed’s easing cycle will finally be enough to bring them back to life. Small caps began the new millennium with a long run of outperformance; once the aftermath of the internet bubble stabilized, the…
The Leuthold Group: The Small Cap Slump: Deep Or Wide?
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The J.P. Morgan View – Global Asset Allocation: Add to cash and gold
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
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Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
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That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
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The Leuthold Group’s New January Barometer
Seth Golden, , Research Reports, 0
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
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Did You Notice The Flight To Safety Last Week?
Seth Golden, , Research Reports, 3
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
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Coronavirus Correction
Seth Golden, , Research Reports, 0
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
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Weekly State of the Market: Little White Lies
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All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
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Investor Fears Of The Unknown
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A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
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