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 Democratic sweep and possibly greater…
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
What’s the reality concerning Apple Watch sales?Notice how Apple’s CEO (AAPL) Tim Cook made no comment on the average...
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