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U.S. Exceptionalism Index

May 07 2020

Is “NASDAQ Fever” Peaking?

  • May 7, 2020

Even casual market observers have begun to marvel at the NASDAQ’s ability to defy the rest of the stock market, and the “U.S. Exceptionalism Index” continues to go parabolic.

Feb 07 2020

EM Equity Purgatory

  • Feb 7, 2020

Nine months ago we established a “pilot” position of 4% in Emerging Market equities in the Leuthold Core Fund, based mostly on the bullish inflection in a long-term technical indicator (VLT Momentum).