Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not able to deliver our usual deep-dive, macro-market Research Report this weekend. Having said that and with great appreciation for your patience, we have compiled several studies that remain highly relevant and correlated to the market’s 2023 performance and performance since the…
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
Welcome to this week’s State of the Markets. This week’s episode will hope to find a video recording, but...
What a week it was for the major averages. The meteoric rise would almost have to find perma-bears and...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
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