Category Archives: Research Reports

Always Be Buying

Happy weekend, Finom Group investors and traders!
We invite you to review the following third party research from RBC Global Asset Management, Nick Colas & Jessica Rabe at DataTrek Research, and Frank Cappelerri at CAPPThesis.
We will be back on schedule with our full proprietary research report next Sunday. (2 weeks on, 1 week off)

We’ll see you back here next week per usual with our proprietary macro-market Research Report. Please don't forget to review last weekend’s proprietary report linked here.

The Well Forecasted Resurgence And Road Ahead

  Number 26 is in the bank 🏦 , and number 27 has a high probability of being achieved either near-term or by year-end. Between now and then, we employ disciplined cash management and look for opportunities to buy cheaper prices in Large-Cap Growth-y areas of the market and/or the market itself. Looking solely at…...

Unmedicated Markets; Here’s A Prescription

After one heck of a wild ride through the month of July, I (Seth Golden) almost don’t know where to start this weekend’s macro-market Research 🔬 Report… almost! So we will start with the black and white of the macro-market month that was July. The benchmark S&P 500 (SPX) had fallen roughly 3.5% on a…...

Lower Your Expectations and Returns Will Follow

Happy weekend, Finom Group investors and traders!
We invite you to review the following third party research from Carson Research and Jessica Rabe & Nick Colas at Datatrek Research.
We will be back on schedule with our full proprietary research report next Sunday. (2 weeks on, 1 week off)

If You Can’t Buy, You Can’t Profit

  In leu of our traditional macro-market Research Report framework (fundamentals, quants, technicals), we’re going to do something a little different this week, a webinar in text format. The value of this week’s macro-market Report, therefore, lay within the education as always, but also as a legacy investing framework. Don’t feel too disappointed that you…...

Pessimists Sound Smart, Optimists Make Money

Happy U.S. Semiquincentennial Anniversary weekend, Finom Group investors and traders!

🇺🇸 ❤️🤍💙 🙏 

"Remember…America was built on optimism and your life should be built on the same.

There will always be challenges but Americans rise to them."

- Michael Antonelli

We invite you to review the following third party research from Nikhith Mudhasani at Bluekurtic MI, Rob Anderson at Ned Davis Research, Jim Paulsen at PaulsenPerspectives, and Jessica Rabe & Nick Colas at DataTrek Research.

A Bearish Prosecution and A Bullish Defense

  It’s still a Midterm Election year, in case you were wondering. In reasserting and reminding of this fact, I (Edward Cordoba) can recall a great many of our quantitative studies failing to achieve their higher probability outcomes back in 2022. We are likely to witness certain and more recent 2026 quantitative studies fail in…...

Second Half 2026 Playbook: Adjustments and Substitutions

    Investors are honing in on the reality that the first half of 2026 is coming to an end. What started out with a Q1 correction, ending March 30th (6,343), may go out with a bang (7,000+). Our more significant outlook for 1H 2026 regarded a market correction. Since then, our more significant outlook…...

Bounce With Breadth, To New Highs?

Happy weekend, Finom Group investors and traders!
We invite you to review the following third party research from BofA Securties US Equity & Quant Strategy Team, Ned Davis Research, David Bush at REKTelligence, and Frank Cappelerri at CAPPThesis.
We will be back on schedule with our full proprietary research report next Sunday. (2 weeks on, 1 week off)

We’ll see you back here next week per usual with our proprietary macro-market Research Report. Please don't forget to review last weekend’s proprietary report linked here.

Markets Are Unfocused, Man: Trackmaster, Ya Heard?

  We had been preparing Finom Group investors and traders for the inevitability of a market pullback for several weeks now, and until now the market has mostly defied lower prices. With Friday’s 1-day flushing of at least the past 3 weeks worth of higher prices, the pullback has materialized. Whether or not there is…...