STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –> multiple risk-on signs Wednesday sell-off was capitulation… The sell-off seen in markets Wednesday, in our view, had a capitulatory feel to it. The ostensible trigger was a combination of the soft ADP jobs report and seeming hysteria over lambda variant of…
Fundstrat: Risk On To 4,500
A financial market resource for the every-day investor and trader.
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Equity Markets Look For Balance Amidst Trade War And Reflation Fears
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Weekly Warm-up: It’s All About Price
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Leuthold Group: An INEXPLICABLE Stock Market
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Recession questions / New headwinds / 2024 election / Q3 GDP / Inflation backs up / Hawkish pauses
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The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
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Late Cycle 2023 Roadmap Video
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Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
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Relief Rally Over or Game On?
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On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...
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