Doug Ramsey

CIO, The Leuthold Group
· tracked since Apr 2025
Calls
5
Win Rate
75.0%
return
+15.8%
Calls 5 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 75% Long 2 Short 3
Win Rate
7d 33%
30d 33%
90d 67%
Average Return +15.8% Long Return +30.0% Short Return +11.1%
Average Return
7d -1.7%
30d -4.7%
90d -5.1%
Visual Insights Log in to see more
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 18
$6.05
-
Grizzly fund hedges high-beta equity exposure.
Ramsey says Leuthold's in-house short-selling strategy, the Leuthold Grizzly Fund, is used to implement asset allocation hedges, and he notes it can serve as a permanent small portfolio hedge for managers running high-beta equity strategies.
Equity Indexes
Short
Apr 18
$99.42
+71.5%
Dollar weakens on expected Fed cuts.
Ramsey attributes dollar weakness to investors anticipating Fed rate cuts despite escalating deficit spending. He says the flow data are delayed and hard to read, but his best guess is that expected easing, not reserve-currency loss, is driving the dollar lower.
FX & Currencies
Long
Apr 18
$306.12
+30.0%
Currency debasement supports gold prices.
Ramsey highlights that gold and the S&P 500 have risen by similar amounts from the March 2020 low, suggesting much of the gain in asset prices has come from currency debasement. With large deficits and fiscal excess, gold is supported as a hedge against the declining currency.
Commodities
Showing 3 of 5 calls · sorted by mentions

Doug Ramsey has 5 trade ideas tracked on Buzzberg across 5 tickers since April 2025. Most covered: SPY, GOLD, TLT.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology