Research.LeutholdGroup

With the stock market horrors of 2022 already well-lamented by others, we tried hard to a come up with a longer-term, cheerier take on the recent state of things. We’ll confess... it was challenge.

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It seems investors care mostly that the authorities have fiercely defended the S&P 500’s status as the World’s Reserve Index^TM. A decade of QE should have taught us that when the Fed conducts a decade’s worth of QE in little more than a year, U.S. Large Cap stocks benefit the most. 

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