Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart economists and strategists who tend to be bearish. We look to them for a thorough analysis of what could go wrong for the economy and the stock market. They are very vocal and fuel lots of…...
Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high note 🎶 . I don’t have much to lend to this weekend’s conversation, but I would suggest that investors and traders remain optimistic about the probabilities for achieving the Finom Group year-end price target objective of…...
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Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next weekend with our proprietary macro-market Research Report, please read through some of the macro-analysis from around Wall Street below. In addition, for our newer Finom Group members, please feel free to click the link to review…...
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My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns): Figure 1: S&P price returns over last 100 years1 Source: Bloomberg, Man Group calculations. Here’s a history in eight doublings. Or, if you prefer, four double doublings: 1. 1927 was a bad time to start investing. The…...
The first rate cut is out of the way, but most were denying the majority probability spelling out a 50bps cut for the first rate cut of the easing cycle. While the Fed Fund Futures clearly indicated a 65% probability of a 50bps rate cut to be announced by the FOMC Wednesday, market participants allowed…...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no changes to our tactical portfolios since the small equity reductions of July 19th and August 6th. Net equity exposure in the Leuthold Core Fund, Core private accounts, and Leuthold Global Fund stands at 54%, in the…...
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Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When we miss opportunities to benefit/gain from market rebounds and rallies, more often than not the average investor/trader accrues and/or builds anger, doubt, and feelings of dismay. If this describes you, mark the moment you realized and…...
