Whether the title is Lift Off… Not Quite: No Mojo Markets or Year 3 of the Ugly Bull Market, the price action is clearly forecasted by these titles of our previous macro-market Research Reports. There is evidenced purpose from these titles, informing investors of the probable price action for the markets in 2025. This past week’s…...
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Nobody likes being right about the bad things, but often there is still a good longer-term outcome to recognize from the analysis. Inside our weekly macro-market Research Report titled Year 3 of the Ugly Bull Market, we offered the following technical analysis and somewhat of an alert 🚨. Review below: “The next chart may prove…...
Good weekend Finom Group investors and traders. During our off-reporting weekend (2 weeks on, 1-week off), please consider our Research Notes and 3rd-party Research as part of your weekly due diligence process. Markets are closed this coming Monday in celebration of President’s Day. Markets came within points of a new high this past week and…...
So far – so weird, but to-be-expected. One month and 1-week into the New Year and it’s already beginning to look a lot like active portfolio management is going to win out over passive portfolio management. Generally, this is the case after a robust and protracted Large-cap Growth rally. Simply put, nothing goes straight up…...
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So much of what we do at Finom Group is simply preparation, playing Chess, thinking some 10-steps ahead. Are we always successful in this task; no, but this is the task and one that we encourage and coach investors/traders to consider/execute as frequently as possible and for one simple reason: Confidence comes from preparation. If…...
The Rise of DeepSeek: What the Headlines Miss Lennart Heim and Sihao Huang Recent coverage of DeepSeek’s AI models has focused heavily on their impressive benchmark performance and efficiency gains. While these achievements deserve recognition and carry policy implications (more below), the story of compute access, export controls, and AI development is more complex than…...
Good Sunday Finom Group members, from around the world. During our off-reporting weekend (2 weeks on, 1-week off) this weekend, we ask that you consider the following notes/updates from our chief equity strategist Seth Golden and the 3rd-party Research we usually offer during our off-reporting week. As a reminder to all members, we are performing…...
Good Wednesday morning investors and traders! As a reminder, this is our Finom Group off-reporting weekend (2 weekends on, 1 weekend off). With that in mind, I encourage investors/traders to consider the attached 3rd Party Research from our friends at Capital Economics and RBC Capital. Additionally, we plan to publish additional 3rd Party Research this…...
