Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in Orlando, Florida, we are delivering the latest J.P. Morgan Research Report in leu of our usual weekly Research Report. J.P. Morgan’s analyst team has proven a strong leader in the field of dedicated analytics on a…...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. A defiant market that has taken most by surprise this week and post a 3% pullback. The S&P 500 has not only rebounded this week but has achieved new record level highs alongside the Nasdaq. Analysts remain…...
After Monday’s bounce back in the major averages, Tuesday served to turn up the heat on the bears as investors sought to recoup that which had been lost and then some. At it’s peak on Tuesday, the Dow had been up more than 500 points, and when combined with the gains from Monday, surpassed the…
In the Iowa Primary Monday night, we have a wi… well we don’t have a winner just yet, and the equity markets seem to rather enjoy the ambiguity surrounding the “situation”. We know one person who is watching the Iowa Primary disfunction develop with a bit of comic sentiment, President Donald Trump. Beyond the incumbent,…
Every couple of months, when we believe we can add value for our Basic Membership readers, we offer a redacted version of our weekly Research Report. There is presently a good deal of misinformation and hyperbole floating about the media and surrounding the Coronavirus narrative and as such we hope our redacted Research Report lends…
It’s a new year, and come Monday, a new month as a typical February month is found for little movement in the way of market returns on average. What may also come on the first day of the new month is follow through from what appears to be a “normal” and healthy correction. We’ll see…...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. The potential beginnings of a market pullback that began last week continued into and through this week with the S&P 500 falling more than 2% on the week. Corrections are a normal process of any bull market…
On Wednesday, and heading into the FOMC rate announcement, the S&P 500 (SPX) was near its high of the session. Once the press conference commenced, however, the mood on Wall Street shifted and equities fell along with bond yields. As FOMC chairman Jerome Powell discussed a desire for the Fed’s price stability/inflation mandate to find…
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and markets. Fri Jan 24 2020 Cross asset strategy: Markets had been vulnerable to an eventual correction given signs of exuberance such as strong price momentum, high valuations and overweight positioning, but a pandemic is rarely on…...
Apple Supply Chain Braces for Disruption From Coronavirus By Mark Gurman and Debby WuJanuary 28, 2020, 12:01 AM EST Apple Inc.’s China-centric manufacturing base is at risk of disruption after the Lunar New Year holiday as the company’s partners confront the coronavirus outbreak that has gripped the country and caused more than 100 deaths. Virtually all of the…
