Not All Quants Are Created Equally

Welcome to one of 2 videos we will be offering in the month of December 2024. We encourage Finom Group members to stay appraised of the year-end trends and the Finom Group 2025 Outlook by clicking the provided link. For newer Finom Group members, we are glad you have access to all of our time-tested…...

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The Bull Marches Into December

Good weekend investors/traders and happy holidays. As I embark upon my December vacation, please stay connected to our weekly 3rd-Party Research publications, and Finom Group macro-market updates. As always, our last proprietary macro-market Research Report is delivered in November, with an outlook for the following calendar year. If you have not already read our Year-end…...

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Housing Struggles Not Mirrored By Markets

The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended November 22nd, and its four factor categories held steady at their recent levels. After a minor reduction in our tactical portfolios’ equity hedge in early November, those accounts are positioned with net equity exposure of…...

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Pick & Shovel Disconnect, Just Say No To 6/40

Good morning Finom Group investors/traders. As you traverse the year-end macro-market landscape of developments into 2025, please consider our 3rd-party Research as part of your weekly regiment of due diligence. We will be in the process of constructing two macro-market videos in the month of December, while updating our quant data in the coming weeks.…...

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Keeping it 100% in 2025

2024 is in its home stretch, with investor and market participants from all walks of life along for the ride. With that, welcome back Finom Group investors/traders! We certainly hope your 2024 has proven prosperous and educational, with Finom Group providing ample amounts of educational value at the very least. As we head into the…...

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Macro-Market 2024 Home Stretch

Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the 2024 Election and around Wall Street. Additionally, we have update some of our key quantitative studies which remain in focus through year-end 2024. As the macro-market ushers in a new White House Administration, markets may attempt…...

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Wall Street Looks Toward Trump 2.0 And Economic Data Ahead

Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news that the Republicans are on course to regain full control of Congress. These include higher projections for the 10-year Treasury yield and the greenback. We have retained our predictions for the S&P 500, but have become…...

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Bulls Have Won 2024, And The Streak…

Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final macro-market Research Report of 2024 will be delivered on November 24, 2024, and include an outlook for 2025. With the S&P 500 achieving 6,000 intraday this past Friday, investors should consider we have yet to enter…...

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Another Recession Signal, As Warren Buffett Raises More Cash

The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week ended November 1st. The Sentiment factors moved up a notch to -3, while numerous downgrades within the Technical work were not quite enough to knock that category’s reading down from a solidly bullish tally of +4.…...

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