After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered consumer goods corporations such as Apple, Keurig Green Mountain, SodaStream, Skullcandy, Fitbit and more. To date, I've garnered over a hundred media references to my analytics including Forbes. Presently, I am a contracted consultant to many retail and consumer goods companies in North America and manufacturing entities in China and Korea.
If it seems so long ago, let us remind you of where this uptrend began…In late February when the U.S./Iran war began, the S&P 500 had already started a minor pullback, which would then become catalyzed by the exogenous war event. With everyone glued to headlines and fearfully selling equities and bonds, we had encouraged…...
There was a reasonable probability that the market would consolidate this past week, but which market and to what degree would have been the ideal questions as returns varied across the major averages. If we turn back the clock ⏰, we can better review the rationale for expecting some degree of price consolidation, even…...
You have probably heard this phrase before: “Context is key.” And it truly often is the case. We’re living through a bubble 🫧, truly! I didn’t say a market bubble 🫧, now did I? It’s not a market bubble but rather an industry bubble. Unless you’ve been living under a rock 🪨 , you probably already…...
Within our annual Outlook reports (2026 Outlook), we often remind investors/traders of the sins from trend-following strategies or technically-driven investing/trading strategies. The 2026 Outlook report was no different, as we prepared Finom Group members for the New Year: ” Buy and Hold is the best investing strategy, and it beats all those new-fangled technical and…...
Having fun yet? 2026 has displayed the typical Midterm-election year characteristics with heightened volatility and at least a market price correction. Even so, we’d like to take the opportunity to remind Finom Group investors/traders of our February 1, 2026 initiated 12-month forward price target objective of 7,500, and at least 2 of the major…...
Let us keep it short and sweet on this holiday weekend, as we wish you a joyous holiday season! 🐣 On this Good Friday and Easter Weekend, let’s see if we can quickly get caught up with SOME of our thoughts and near-term outlook for the week that was. In short, what were some of…...
How doth thee hate Midterm-election years, let us count the ways. All kidding aside, many are finding history rhyming in the 2026 Midterm-election year. Another Midterm-election year with another exogenous event; wouldn’t you know it. For some investors this is the worst-case scenario, for others it is exactly the desired outcome. Which camp you fall…...
CAPPTHESIS Key Points The S&P 500 ended last week with a four-day losing streak. It is now also down three straight weeks… 5/6 and 7/9 weeks, too. This, of course, has pushed the S&P down below the breakdown zone we’ve been tracking. We’ll examine that chart, look at the updated short-term work and how this has affected…...
It’s officially a market pullback, and the first one since last November’s -5% pullback. As we have been repeating for several weeks and with an outlook for a double-digit pullback in 1H 2026, cash and time will likely prove the best friend a savvy investor engages during such pullbacks and/or corrections. It’s time to engage…...
The U.S./Iran/Iraq war is the exogenous event that typically litters Midterm-election years. Something seems to always plague this part of the 4-Year Presidential cycle, but what we have long since understood should be part of the Midterm-election year “correction” playbook. Such as an exogenous event as this war does not necessarily impact the domestic economy,…...