If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going to happen; accept it for value opportunity. Don’t try to stop it! Down is good; down is buy low. When viewed any other way, the resulting outcome is usually “down and out”. ~Seth Marcus To watch…...
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Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months of the year. Since 1926, a positive January has been followed by S&P 500 average performance of 8.5% over the next eleven months, compared with an 11-month gain of just 4% after a January loss. There’s…...
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Good Sunday and welcome back Finom Group investors and traders. “Steady as she goes” or “So far so good?” Time will tell, right? How many old adages can you fit into an opening sentence; I think we just found out! Maybe I (Seth Golden) have been doing this for too long, which in and of…...
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With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural for investors to worry that valuations have become over-extended. On traditional valuation measures, valuations do appear high and it does seem reasonable to expect more moderate stock market returns going forward. Here we walk through several…...
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness in the 2nd half of January. The momentum from late 2023, demanded some degree of market consolidation in 2024, but ultimately proved exactly what the markets needed for the next leg higher and to new all-time…...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our base case remains a soft landing. The surge in third quarter GDP growth was the reddest of herrings, and it will not be repeated. Activity was boosted by the lingering effects of rapid household income growth…...
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to the same bullish long-term outcome, and many point to short-term weakness. Weakness is a relative/subjective term folks; be aware! With little movement in the indices year-to-date, we can safely say at least two things, and please…...
