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The 'risky trinity' is the most underappreciated market threat right now. These are the stock moves to make.
investing ideas :: 2026-01-15 :: source - marketwatch
By Barbara Kollmeyer
The Leuthold Group sees increasingly entangled themes of bitcoin, AI and private credit as a big risk for investors. Photo: Getty Images/iStockphoto
Coming into 2026, investors have been somewhat spoiled.
The S&P 500 SPX last year pulled off a rare “three-peat” of 15%-plus returns in three straight years, noted The Leuthold Group in its Green Book research publication for January. The first was in 1995-1997, while the second in 2019 -2021, plus the most recent one, means two such events for investors in the past seven years, the investment management firm said.
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