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Jan 07 2023

Leuthold’s Industry “Dreams” And “Nightmares”— Annual Update

  • Jan 7, 2023

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.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager