What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all types. Recall that year-to-date through Q3 had been the worst start for a 60/40 portfolio since 1974, which was also an inflation and Fed hiking regime. However, as detailed in the Ned Davis Research chart below, following…...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill.” ~Alan Abelson If you would like to watch this week’s State of the Market,…...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we transition from Fire to Ice—falling inflation expectations can lead to lower rates and higher stock prices in the absence of capitulation from companies on 2023 EPS guidance. A good start as we transition from Fire to…...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.” ~ Jack Bogle If you would like to watch this week’s State of the Market, please click the provided link . This weekend we will not be publishing a weekend macro-market Research Report, but will pick…...
Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected family visit. As we often offer, today’s 3rd party Research is disseminated by Morgan Stanley and the team led by Mike Wilson, chief equity strategist. Last week’s infatuation with CPI/PPI may be a trap for the…...
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings in spelling and grammar, kindly. With that being said, welcome back, even if the markets are not altogether welcoming in 2022. It’s a bear market that is sparing no investor, no portfolio, and approaching levels not…...
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and mysterious. “Learning” is hard work. Same as it ever was. ~Jay Kapeal If you would like to watch the weekly State of the Market video, please click the provided link . Have a great trading week…...
Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first week of the 4th quarter of 2022. We are also recognizing that it doesn’t truly feel that way for most investors, given how the trading week ended with a steep sell-off on Friday. Bear market rallies…...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk management ahead of risk taking, even though logic dictates there is no risk to manage absent risk taking. It simply sounds smart to speak of risk management. and diversification, while the greatest returns come from concentrated…...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome with significant upward revision to the dots leads us to now expect a terminal rate of 4.5% by early 2023. While the market has now settled into a view that Fed will continue with outsized hikes,…...
