• Leuthold Thematic Baskets 2.0

    February 06, 2018 BY Scott Opsal and Jun Zhu

    After a hiatus of several years, we are re-introducing one of our favorite analytical tools. A thematic basket is a custom-designed set of assets which are exposed to, and will react similarly to, a common theme. Our first new thematic basket is “Capital Spending Beneficiaries.”

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