The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You can digest all the macro-fundamental data/narratives in the world; it still won’t make you a better investor. More information doesn’t = greater returns, but it often = less exposure/less returns. Logically, you’re reading it because you’re…...
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 coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly results. Due to their contribution to the S&P 500’s total earnings, the cumulative response to reported results will likely drive the markets’ overall performances for the week. Analysts are expecting Tech profits to register the biggest…...
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link here) and supporting content from the trading week. Additionally, we have included the latest Merrill Lynch report to clients. Be on the lookout for this weekend’s Research Report and have a great trading week! What if,…...
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…
It really feels like the markets have not traveled too low or too high since hitting their peaks in February 2023, after what has been a protracted bear market. Whether or not this is a new bull market remains highly debatable and not worth the majority of investor attention. Having said that, what is worthy…...
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference between coping and collapsing.” – Lucy MacDonald If you would like to watch this week’s State of the Market video, please click the provided link . Be on the lookout for this weekend’s Research Report. Have…...
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes over the past year quickly brought housing activity to its knees, as it’s typically the first sector to feel the effects of tightening monetary policy. The economy tends to experience a broader effect with a delay,…...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak in EPS (or, for that matter, trailing peaks in other corporate fundamentals, like cash flow and sales per share). While we believe it’s a good addition to our valuation arsenal, at the moment, the use of…...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in the average investor’s portfolio. “The markets rarely are what we want them to be and are what we rarely want! It’s supposed to feel uncomfortable. What’s the only logical conclusion from this? If you’re investing in…...
