It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday, would have investors assume. Additionally, with the S&P 500 (SPX) finishing monthly Op/EX week with only a 1 point change on Friday, well, I think that about says it all. A lackluster week in the markets…...
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be picking up gold coins in front of a tricycle. Optimism wins, pessimism loses less, but only one of the two has an actual gain.” ~Seth Marcus I’m a technician I’m a fundamentalist I’m a quant… We…...
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities markets usually have four phases, and right now stocks are in the “optimism” stage, according to our Chief Global Equity Market Strategist Peter Oppenheimer. He expects relatively low returns from here as stocks trade in a wide…...
Welcome to another trading week. In appreciation for all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from within our weekly Research Report. Our weekly Research Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with…
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the year at a very low point. In 2023, the S&P 500 finished at the very highest point at the end of the first half of the year. So many aspects of the market have been flipped…...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you to the likes of Nvidia? ~Seth Golden If you would like to watch our Weekly State of the Market video, please click the provided link. Be on the lookout for this week’s macro-market Research Report. Have…...
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Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money era, have ditched their own sound advice. Predictably, their focus has migrated to the lagging indicators (like employment numbers), although even that last bastion of strength seems ready to buckle. (Commentary from Doug Ramsey of The…...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In the meantime, below is some pertinent data and analysis to keep front of mind as we embark on the back half of the year. For easy access, click the link for the corresponding video presentation. Have…...
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