Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the first half of the year. The median stock remains expensive even though the most egregiously priced stocks have corrected. Focus turns back to earnings for picking winners from here. New Fed forecast means valuation reset happens faster and sooner. With our…
Weekly Warm-up: Earnings Take Center Stage with Valuation
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With Starboard Disposing Its Macy’s Investment, The New York Post Rumor Has Been Invalidated
Seth Golden, , Research Reports, 0
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
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Weekly State of the Market: Has Nasdaq Found It’s Base?
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
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Morgan Stanley’s Weekly Warm-up: CPI Is Old News; Focus on Growth
Seth Golden, , Research Reports, 0
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
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Market Always Teaches; Are We Willing To Learn?
Seth Golden, , Research Reports, 0
As we wrap-up our third year of operations at Finom Group, we extend our gratitude to each and every...
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Fitbit Will Witness Hardships In 2017 That Pave The Way For Share Price Appreciation
Seth Golden, , Research Reports, 0
Fitbit (FIT) is going to struggle with its metric results in 2017, be they financial or operational. This continues...
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Risk Asset Prices Rerated for Growth: Has the Global Economy Found It’s Low Period?
Seth Golden, , Research Reports, 0
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
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Sentiment So Bad As Fed Tightening Regime Begins
Seth Golden, , Research Reports, 0
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
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Treachery in Early 2022? Will It Last?
Seth Golden, , Research Reports, 0
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
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