Remember the nickname for retired San Antonio Spurs star Tim Duncan? “The Big Fundamental.” The stock market itself is a big fundamental—and that’s probably truer now than in past cycles, since market capitalization relative to U.S. GDP is larger today—with the exception being the most extreme phase of the post-COVID mania.
Jan
06
2024
The Big Fundamental
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
Value
(131)
Growth
(119)
Gold
(83)
Factor Performance
(18)
Yen
(7)
Japan
(48)
Bank Lending
(1)
Wealth Effect
(9)
Resession
(1)
Dollar
(55)
Inflation
(584)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)
Long T-Bonds
(24)
Active vs. Passive
(17)
Yield Curve
(85)
Federal Spending
(2)
Stock Market Performance
(1)