We’ve been highlighting the overinvestment (or malinvestment) risks in commodity-oriented equity sectors for the past three years, but we certainly did not foresee those risks exploding the way they have in the oil market over the last seven months.
Feb
06
2015
Capex, Capacity And The Dollar
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
recent tags
Japan
(47)
Factor Performance
(17)
Wealth Effect
(9)
Bank Lending
(1)
Dollar
(55)
Inflation
(584)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Value
(130)
Treasuries
(79)
Long T-Bonds
(24)
Active vs. Passive
(17)
Yield Curve
(85)
Economy
(282)
Federal Spending
(2)
Stock Market Performance
(1)
Fed Policy
(173)
Federal Debt/Deficit
(194)