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Tobacco Is King?
Imagine the best-performing industry group out of 119 since late 2023. Was it a red-hot tech stock? A booming financial giant? Think again. It was in the stone-cold consumer staple sector: tobacco, which has surged almost 90% through this period!
Replay: Why the Market Isn’t Signaling Recession (Yet)
In this session, Doug explores the unusual resilience of the stock market amid soft economic signals. He highlights how, historically, equities begin to falter well before a business cycle peak—but recent strength suggests investors may be looking past traditional warning signs.
Risky, But Not Yet "Toppy"
Is the market on shaky ground, or does it still have room to run? In Risky, But Not Yet 'Toppy', Doug Ramsey breaks down the market’s resilience, the influence of top earners on consumer spending, and the latest signals from technical indicators. With inflation pressures persisting and valuations still high, this webinar offers key insights into where investors should focus next.
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).
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