Skip to content


Dec 04 2019

Leuthold Podcast #4 - Jim Paulsen: Does the expansion have unused capacity?

  • Dec 4, 2019

Despite these signs of caution, there are several factors that suggest this expansion still has considerable “Unused Capacity.”

Nov 27 2019

Leuthold Podcast #3 - Does Surge in M2 “Cancel Out” the Yield Curve Inversion?

  • Nov 27, 2019

Doug Ramsey expands on the relationship between Money Supply growth and the Yield Curve.

Nov 26 2019

Leuthold Podcast #2 - How Long Will Apple Last?

  • Nov 26, 2019

OK, OK–maybe Apple isn’t so “Itsy Bitsy.” However, when viewed through the lens of our “4% Club” vignette, the stock has certainly followed the Sisyphean pattern of that popular nursery rhyme (and accompanying fingerplay, of course) over the last seven-plus years.

Nov 20 2019

Leuthold Podcast #1 - Discounted Destiny?

  • Nov 20, 2019

The dividend discount model is a popular, conventional method of valuing a stock using the present value of its future dividend payments. The two major components comprising this valuation approach are earnings (from which dividends are paid) and the bond yield (or discount rate used to determine the present value of the future dividend stream).