Research Report Excerpt #1 At the industry level, since the end of March, here is what the healthy rotation has looked like: If there has been a lesson the market has aimed to teach and inform newer investors since the election period last year it is that rotations are the sign of a healthy bull…
Research Report Excerpt #1 The typical April return has been good, but not great. Over the past 10 years, April has been only the eighth-strongest month of the year, with a 0.9% median SPX return. Since 1991, though, the median April return has been 1.3%—the fifth-best month of the year:1 Research Report Excerpt #2…
Research Report Insight #1 Good stuff Edward and I urge our readers to review what Edward offered about TIME/DURATION and pair it with the following data: We’ve been chatting up the Facebook (FB) chart with Finom Group members in the Trading Room over the past couple of weeks. I’ve posted several charts recently on Twitter,…
It’s never easy, is it? As an active portfolio manager, trader or investor, it seems as though once we move beyond one obstacle, one fearful market narrative there is another one right around the corner if not immediately following the last fearful narrative. What could tip the scales from a bullish trend to a bearish…
Over the last couple of weeks, we have made adjustments to guidance and targets in a number of different asset classes including equities and fixed income. We meaningfully increased our expectations for economic growth here at home and also adjusted upward projections for multiple global regions and overall world growth. That was the foundation on…
Research Report Insight #1 We’ve identified individual stocks in previous Research Reports that we deemed reasonable opportunities, and we understand that many Finom Group members have benefited from such disseminations. Below are 2 such opportunities that were outlined in mid-October 2020, which have delivered strong profits since: “With the Industrials sector having performed very well…
Research Report Insight #1 Prior to this past week, the S&P 500 had consolidated 4.5% from its peak in January. In February, the S&P 500 began another 4%+ correction and it may have culminated with a 5.8% correction this past week. Now let’s look at a the 1-year chart of the S&P 500 to get…
Where are markets headed as bond yields rise? J.P. Morgan’s Global Research macro views and top cross-asset trade ideas On March 1, J.P. Morgan Research hosted a virtual meeting featuring J.P. Morgan researchers to discuss the drivers of rising US Treasury yields and the implications across asset classes. We view last week’s US Treasury sell-off…
Research Report Insight #1 The benchmark index fell ~1% for the month, breaking from the typical seasonal pattern. February is usually a down month for the market and yet, the benchmark index rose ~2.6% for the month, also breaking a seasonal pattern dating back to the turn-of-the-century. In the chart above, if just go back…
Welcome to Finom Group’s weekend data Mash-up at February’s month-end. With one week left in the trading month, the S&P 500 has grappled back all it had lost in January and then some. While the benchmark index seems in need of a rest and breadth has weakened over the previous trading week, last Friday’s decline…
