Twenty-five years ago, few investment axioms were held more dearly than the belief that corporate profit margins were “the most mean-reverting series in finance.” Today, if there’s anyone still clinging to that belief, he or she is unwilling to say it publicly.
Apr
05
2024
Profits: Give Credit Where It’s Due
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
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
Recent Tags
Momentum
(185)
Small Caps
(190)
Factors
(93)
Inflation
(585)
GDP
(45)
Trump
(2)
Time Cycles
(7)
China
(46)
Germany
(5)
Banks
(18)
Dreams and Nightmares
(6)
Debt
(14)
Bank Lending
(2)
Recession
(71)
Capex
(20)
4% Club
(8)
Stablecoins
(1)
Dollar
(55)
Tobacco
(9)
Recession Dashboard
(4)