We’ve been correctly positioned near our tactical portfolios’ equity minimums, yet we’re oddly compelled to use this month’s “Of Special Interest” section as a very public second-guessing of that move.
Feb
05
2016
The Bullish Case: A Mental Exercise
tags
Corrections Valuations Normalized P/E Intrinsic Value Attitudinal Crude Oil Oil CRB Industrials ISM Liquidity IndexLogin
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![Doug Ramsey / Chief Investment Officer & Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3768_LR_Doug.jpg?h=150&w=150&fit=crop&fp-y=.15)