Maintaining a position just short of a recession is almost impossible to do, the research shop says.
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.