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…...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree not seen since at least the 1970s. Low inventories and high inflation pressures are also symptoms of the underlying source of these capacity limit problems. While there are both temporary short-term constraints and long-term structural shifts…...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping the previous record from 1964. **To review the State of the Market video, please click the provided link. Have a great Labor Day weekend everybody!** 12 new all-time highs for the S&P 500 in August. That…...
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the right narrative has helped. We see the mid cycle transition ending with a 10%+ correction either by fire or ice which will determine the right leadership. Own Defensives, Financials & Consumer Services. Strong index and big…...
Research Report Excerpt #1 In the above chart, daily data since July 1, 1979 through August 20, 2021 for the Russell 2000 index of smaller companies are divided by the Russell 1000 index of largest companies, and then compressed into a single year to show an idealized yearly pattern. When the graph is descending, large-cap…
Welcome back investors! One week every quarter, Finom Group offers its weekly Research Report freely to the public. This is that week, and hopefully newcomers will discover a wealth of analysis, insights and information that they can utilize to improve upon their journey through the markets. So let’s kick-off this week’s reporting with a quote…
