Having fun yet? 2026 has displayed the typical Midterm-election year characteristics with heightened volatility and at least a market price correction. Even so, we’d like to take the opportunity to remind Finom Group investors/traders of our February 1, 2026 initiated 12-month forward price target objective of 7,500, and at least 2 of the major…...
Happy weekend, Finom Group investors and traders!
We invite you to review the following third party research from Merrill Lynch, Leuthold Group, CappThesis, and Ned Davis Research
We will be back on schedule with our full proprietary research report next Sunday. (2 weeks on, 1 week off)
Quick note from Seth Golden, Chief Equity Market Strategist at Finom Group: Unfortunately, my X account was hacked as of this past Friday and we have notified X Support of the matter in order to remedy the situation. Until further notice, please do not engage the account and if time permits kindly contact support with a complaint under "imposter" account. Thank you for your time and indeed, we'll see you back here next week with our proprietary macro-market Research Report. With the markets rebounding strongly over the past 8 days and nearly back to breakeven year-to-date, there's no better time to catch up with our most recent data and analytics, by reviewing last weekend's proprietary report linked here.
Let us keep it short and sweet on this holiday weekend, as we wish you a joyous holiday season! 🐣 On this Good Friday and Easter Weekend, let’s see if we can quickly get caught up with SOME of our thoughts and near-term outlook for the week that was. In short, what were some of…...
Welcome to a special Intra-Week 3rd-Party Research Update!
Good Thursday to our investors and traders. While our proprietary reports typically drop on Sundays, the current geopolitical friction warrants an immediate 50,000-foot overview. As markets navigate the exogenous shocks stemming from the conflict in the Middle East, we insist on providing a high-level look at external insights to help frame the ongoing, and to be expected, midterm year volatility.
Today’s update features perspectives from Ed Clissold and Thanh Nguyen at Ned Davis Research, strategic analysis from RBA (Richard Bernstein Advisors), Pantheon Macroeconomics, Luke Kawa & David Crowther at Sherwood News, and a concise look at P/E multiple contraction from Matt Cerminaro at The Compound.
We’ll be back this Sunday, per usual, with our full Macro-Market Research Report and proprietary FINOM GROUP analytics! 📊 😉
How doth thee hate Midterm-election years, let us count the ways. All kidding aside, many are finding history rhyming in the 2026 Midterm-election year. Another Midterm-election year with another exogenous event; wouldn’t you know it. For some investors this is the worst-case scenario, for others it is exactly the desired outcome. Which camp you fall…...
Current geopolitical tensions add support to our high-conviction theme of aerospace and defense. But it is time to reframe and widen the lens when it comes to investing in defense. Modern defense is no longer just missiles, tanks and large defense contractors. Rather, it is an entire industrial ecosystem—ranging from rare earth minerals to semiconductor fabs to satellites and undersea cables to Artificial Intelligence (AI) and digital infrastructure.
CAPPTHESIS Key Points The S&P 500 ended last week with a four-day losing streak. It is now also down three straight weeks… 5/6 and 7/9 weeks, too. This, of course, has pushed the S&P down below the breakdown zone we’ve been tracking. We’ll examine that chart, look at the updated short-term work and how this has affected…...
It’s officially a market pullback, and the first one since last November’s -5% pullback. As we have been repeating for several weeks and with an outlook for a double-digit pullback in 1H 2026, cash and time will likely prove the best friend a savvy investor engages during such pullbacks and/or corrections. It’s time to engage…...
The U.S./Iran/Iraq war is the exogenous event that typically litters Midterm-election years. Something seems to always plague this part of the 4-Year Presidential cycle, but what we have long since understood should be part of the Midterm-election year “correction” playbook. Such as an exogenous event as this war does not necessarily impact the domestic economy,…...
Houston, We Have An…Opportunity! In the waking hours of February 28th, the world is waking to an outbreak of military conflict between the United States/Israel and Iran 🇺🇸 🇮🇱 🇮🇷. We pray for humanity and a quick resolution to such conflict. As investors/traders and market participants, we understand that such conflict is the breeding ground…...
