Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and mysterious. “Learning” is hard work. Same as it ever was. ~Jay Kapeal If you would like to watch the weekly State of the Market video, please click the provided link . Have a great trading week and be on the lookout…
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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