Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from our Weekly Research Report. Our weekly Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with thoughtful insights and analysis, graphs,…
By: Olivier Armantier, Leo Goldman, Gizem Koşar, Jessica Lu, Rachel Pomerantz, and Wilbert van der Klaauw In this post, we examine how households used economic impact payments, a large component of the CARES Act signed into law on March 27 that directed stimulus payments to many Americans to help offset the economic fallout from the coronavirus pandemic. An…
Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic recoveries may prove a long journey for those who choose to sail the markets seas over the coming years. A resurgence of COVID-19 cases in Europe and the U.S. weighed on investor sentiment, as government officials…...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s video we examine recent market rebound, predicated on breadth thrust firing, economic data and general market participation from fund managers. The “buy the dip” market regime remains in tact as we head into the peak of…...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has enough momentum to get past the election. Earnings and economic revisions support our barbell of Cyclicals and growth at a reasonable price. Cyclicals have garnered more attention despite fiscal concerns. Amid growing speculation of a potential…...
Welcome to another trading week!! In appreciation of all of our Basic Membership level participants and daily readers of finomgroup.com content, we offer the following excerpts from our Weekly Research Report. Our weekly Report is extremely detailed and has proven to help guide investors and traders during all types of market conditions with thoughtful insights and analysis, graphs,…
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming from the reality that headlines of POTUS and FLOTUS positive COVID-19 tests the previous week would result in a more favorable outcome. Fortunately, it appears that the Presidential Family has bounced back from bouts with COVID-19.…...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by year end, an outcome that may lead to further adjustments in equity prices and leadership. Our annual Tax Loss Selling screen shows 73 stocks that may see technical pressure. Late in August we called fora Growth…...
A strong market rally the last few trading days of September and through the first week of October has been the result of investors possibly looking through the typically volatile October month and post the November 3rd election. Maybe, possibly, perhaps? Nonetheless, October has gotten off to a strong start. In looking at the chart…
Forward-thinking investors are likely to perform better than those who are adversely affected by the headlines of the day. While many will be whipsawed out of positions, lose confidence in the trajectory and trend of markets, it’s the calm and rationale investor who maintains a longer-term focus that will likely extrapolate the better discipline and…
