We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter 2021, we shouldn’t forget the lessons of the past. With this in mind, we encourage Finom Group members to review, when time permits and as a refresher, more recent Research Reports as they can provide useful investor guides near-term. Investor/trader psychology…
Beat The Drum For 2021
A financial market resource for the every-day investor and trader.
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Weekly State of the Market: Shallow Pullbacks and Narrow Breadth
Seth Golden, , Research Reports, 0
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
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BofA on Retail inventories: too much or too little?
Seth Golden, , Research Reports, 0
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
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Weekly State of the Market: It’s So Bad, It’s Good?
Seth Golden, , Research Reports, 0
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
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SVB’s failure is not a Lehman moment
Seth Golden, , Research Reports, 0
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
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The S&P 500 Plotted Course Has Been Prepared
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
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Retail Estimates on the Rise
Seth Golden, , Research Reports, 0
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
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Merrill Lynch: Through Year-End
Seth Golden, , Research Reports, 0
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
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