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Perilous, But Not 'Peaky'
Are we on the verge of an economic downturn, or is the market poised for further growth? Join us as Doug Ramsey, Chief Investment Officer at Leuthold, shares his insights on the current economic landscape and market trends.
Turning Points?
Leuthold's Chief Investment Officer, Doug Ramsey, shares his thoughts and observations on today's market and what he sees looking ahead. After, he answers some of our client's questions moderated by Scott Opsal, Director of Research.
Sweet Dreams
In this episode of the Leuthold Podcast, Phil Segner provides a mid-year review of their "dreams" and "nightmares" portfolios for 2024 and finds some interesting results.
On The Edge Of The Dance Floor
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
2024 Earnings & The Mag 7
Phil Segner digs into the earnings data on the latest Leuthold Podcast.
NVDA - The Eighth Wonder of the World
Phil Segner examines Nvidia's meteoric rise to the four percent club and juxtaposes it with Cisco's dot-com bubble surge.
Webinar Replay: Pretty Darn Neutral
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
Webinar Replay: "Pre-Recessionary" Vibes
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
Magnificent Seven or Malignant Seven?
Phil Segner looks at the outsized contribution of the largest seven stocks in the S&P 500 on both the upside and the downside.
Webinar Replay: The Hunt for Red October
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
July 27th Webinar - Fight the "Tape", or Fight the Fed?
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
Midsummer Dreams & Nightmares Check In
We update our annual exercise for the mid-year, reviewing how the industry “Dreams” and “Nightmares” of the previous year have fared in the first half of this year.
June 22nd Webinar with Doug Ramsey - Calm Before The Storm?
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
#63 - 2023 Earnings: Easy to Take the "Under"
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Phil Segner digs into the earnings data on the latest Leuthold Podcast.
February 16th Webinar with Doug Ramsey - Flying By The Instruments
Join us for a Zoom Call with Chief Investment Officer, Doug Ramsey where he will share his thoughts and observations on today's market and what he sees looking ahead.
#61 - End of the 4% Club Golden Era
Phil Segner takes another look at the 4% club. For those of you not familiar with this vignette: back in the day, achieving a 4% weight in the S&P 500 had been a rare feat, occurring only during periods of extreme enthusiasm for technology, conglomerates or oil. The blessing of membership soon turned into a curse, with most taking just a cup of coffee behind the velvet ropes before being thrown to the curb because of dramatic underperformance to the rest of the Index.
#60 - MTI Moved to Neutral
The rally that’s kicked off 2023 is internally much stronger than suggested by the major averages, which contributed to the Major Trend Index’s upgrade to neutral in the latest calculation (after nearly a year in the negative zone).
#59 - “Dreams” And “Nightmares”
We update our annual exercise reviewing how the industry “Dreams” and “Nightmares” of the previous year (2021 in this case) fared in the ensuing year (2022), and conclude with the new year’s industry composition of the Dream and Nightmare portfolios based on 2022 performance.
#58 - The 60/40’s Annus Horribilis
The balanced portfolio strategy of allocating 60% to equities and 40% to fixed income generated a highly satisfactory 7.9% annualized return over the last 30 years. Despite the excellent returns earned by investors following this strategic model, the past couple of years have seen a parade of articles with headlines such as “Is the 60/40 Portfolio Obsolete?” and “Is the 60/40 Dead?” Given the central importance of this moderate allocation strategy to investment industry practices, we felt a closer look at the 60/40 portfolio was in order.
October 19, 2022 Webinar with Doug Ramsey
A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
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