Skip to content
Dec 07 2021
Stock Market

The Thirteen-Year Earnings Upcycle

  • Dec 7, 2021

The NBER informs us that the economic expansion is only in its sixth quarter. That’s good to know, but we don’t think investors should be positioned nearly as aggressively as such a statistically-youthful recovery would normally mandate. 

tags

EPS Upcycle Trailing EPS Price/Peak Trailing EPS EPS Growth

Login

For full access, please enter your credentials.

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

current issue

featured articles

recent tags
[ALL]

High Beta (19) Factors (89) Growth Vs. Value (39) Momentum (180) S&P 500 Capitalization Weighted (4) Consumer Discretionary (54) S&P 500 (345) P/E Ratios (31) Health Care (61) Donut Portfolio (6) 10-Month Moving Crossover Strategy (11) Asset Allocation (47) All Asset No Authority (13) Bear Market Rally (14) 50-Day Moving Average Crossover Signals (2) Breadth Thrust (6) NYSE Moving Balance Indicator (10) Smart Money (10) Insider Block Sales (3) Consumer Confidence - Present Situation (2)