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September 19, 2024

Halfway Up the Mountain

“The upper world,” said Hermes indicating the source ...

September 19, 2024

August 2024 Review

August Year-To-Date Macro Markets Stocks In the old ...

August 13, 2024

Leuthold Inflation Watch

With the first monthly drop since July 2022, the ...

August 13, 2024

Leuthold Group Insights Market Commentary: Leuthold Styles, Boxes, and Paradoxes

Leuthold Select Industries is the mutual fund ...

August 13, 2024

Major Trend Index

The Major Trend Index held at a Neutral reading for ...

August 13, 2024

June 2024 Update on the U.S. Economy

From our perspective, recent data has brought the ...

August 8, 2024

Why Large-Cap Value Stocks Could Now Fuel the Market

As an investment advisor, assessing the strength and ...

August 8, 2024

Astor Strategy Review Q2 2024

MARKET NOTABLES: The second quarter was a good one, as ...

August 8, 2024

Perspectives On Large-Cap Value Investing

[A key challenge of investing in large-cap value ...

August 8, 2024

­­The Essential Traits of High-Quality Companies: A Bristol Gate Perspective

At Bristol Gate, we focus on investing in high-quality ...

August 8, 2024

15 Years Back and 15 Years Forward

In May 2024, Bristol Gate celebrated its 15-year ...

August 8, 2024

Equity Market Concentration & Prudent Risk Management

“What’s past is prologue” – Shakespeare, The Tempest ...

August 8, 2024

Investing in a Tech-Driven Market

After 30 years in our current office space, we are ...

August 8, 2024

US debt is headed to unimaginable levels

National debt worries It’s easy to be complacent about ...

August 8, 2024

Investing in the growth of AI

Identifying value in an overheated market requires ...

August 8, 2024

Mesirow Currency Management | 2Q2024 Commentary

US dollar ends second quarter in strong position US ...

August 6, 2024

A Time For Value - Why A Growth-to-Value Rotation is Eminent and How to Take Advantage

As an investment advisor, you understand the ...

April 24, 2024

Investing in Structured Credit A Primer – Part 1 of 6

Structured Credit Overview Structured finance is a ...