Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during our week off, markets continued to climb higher. The biggest achievement during the climb was the onset of market breadth improvements. We’ve noted that significant corrections had been taking place underneath the surface of the indices, but large cap Growth/Tech were…
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
If you came to the markets in 2008, that you likely will relate everything since and to come to...
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
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