The margin expansion story of the last 20 years is a financial one, not an operating one.
Dec
06
2013
The Mundane Truth Behind Margins
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
current issue
featured articles
- Technical Cracks
- A “Churn,” And Then A Turn?
- Active/Passive Update Q4-2024
- Leuthold Portfolios Update - January 2024
- Research Preview: Selling Calls In An Extended Bull Market
- Bear Steepening In An Easing Cycle—Nothing To Lose Sleep Over
- Inflation And The Housing Market
- Valuations: Small Cap Vs. Large Cap
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)