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Stay of Execution?

As bad as things have seemed this summer/fall, it is important to recognize that we’re not headed to a recession so long as there is no “trigger”, the concern is that a China or Euro shock could serve is that trigger which is why we’re paying such close attention after all.

Guest Post: Macro Outlook According to Street of Walls

Street of Walls is a brand new site that’s doing some interesting things with data visualization and community. I recommend you check it out for yourself at the link below, in the meantime, the team there put together a macro outlook that is very timely.

Year of the Draggin'

On January 23rd, the Chinese celebrate the start of their New Year – and it’s the Year of the Dragon.  It’s also the year in which the bill comes due for one of the most ambitious and misguided stimulus plans in world history. The bottom line is that the entire thing is being built on…

Doug Ramsey on the Two Types of Bear Markets

Leuthold Weeden Capital Management was founded in Minneapolis by Steve Leuthold in 1987, it now runs mutual funds with AUM of $3.5 billion.  The old man is retiring as Chief Investment Officer at year’s end paving the way for behavioral strategist and director of research Doug Ramsey to take the wheel. Doug was interviewed in…