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Halfway Up the Mountain
“The upper world,” said Hermes indicating the source of the light….Sisyphus put ...
Leuthold Inflation Watch
With the first monthly drop since July 2022, the negative m/m headline CPI numbe...
Leuthold Group Insights Market Commentary: Leuthold Styles, Boxes, and Paradoxes
Leuthold Select Industries is the mutual fund incarnation of our Group Selection...
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Equity Market Concentration & Prudent Risk Management
“What’s past is prologue” – Shakespeare, The Tempest Prudent risk management dem...
15 Years Back and 15 Years Forward
In May 2024, Bristol Gate celebrated its 15-year anniversary of our US Equity St...
The Essential Traits of High-Quality Companies: A Bristol Gate Perspective
At Bristol Gate, we focus on investing in high-quality companies that demonstrat...