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.
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as we called for last week. COVID cases continue to decline (falling by ~28% in the US and ~13% globally over the past week), which we believe remains the main driver of risk markets, and this trend…...
Research Report Excerpt #1 Are you trying to make quick returns and trading yourself out of the market, quickly… Or are you refining your long-term process for steady repeatable annual profits? Are you utilizing time/duration as your key asset for long-term success? All good questions, that many have not been focused on since the March 2020…
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report. While he often has a lot to say and writes with a great amount of detail that can seem a daunting task just to “soak it all in”, it is proven worth the while. Here is…...
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1 and to-date. Thus, the market has less overall support to resist downside should the selling pressure resume early next week and ahead of the FOMC meeting. There’s nothing wrong with recognizing and adjusting to the the…...
Research Report Excerpt #1 What will definitively prove consequential is how an investor reacts or doesn’t react to the seasonal weakness. Does one hunker down, reduce exposure, hedge, pray & hope… or do they continue to lean into the longer-term probabilities and execute their game plan? Historically speaking, and based on my own experience, only…
The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March 2020 lows. Breadth has proven so strong since the turn of the year that many of the stock market’s seasonal tendencies have been overwhelmed in favor of the bullish continuation pattern. September, however, has thus far…...
“I don’t think you can get to be a really good investor over a broad range without doing a massive amount of reading. I don’t think any one book will do it for you.” -Charlie Munger Feel free to review the weekly State of the Market video via the provided link here! Retail investors less…...
Research Report Excerpt #1 There is plenty on the “agenda” (i.e. taxes/infrastructure, debt ceiling, geopolitical concerns, tapering, among others), so we shouldn’t be shocked to see one or more of these issues produce a market reaction, and maybe that is what the market is attempting to “price in” presently. At many different points throughout 2021…
Welcome back Finom Group traders and investors! Two weeks ago the markets struggled, but still managed to eek out some gains. The S&P 500 managed to produce a new all-time high for a 9th consecutive month on September 2, 2021, but only achieved a .15% gain on the week. The defensive posture/positioning of the market…...
Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch the live State of the Market video, click the provided link! The S&P 500 was up more than 20% by the end of August for the first time since 1997 and it has made a new…...