Investors and traders are likely pulling their hair out at the roots, bumbling and tumbling through one of the longest and deepest bear markets in history, and without a recession to boot… yet! One of the BIGGEST issues for many investors contending with this ongoing bear market is how out of cycle it seems. Think…
by Mike Wilson Jon Krakauer’s Into Thin Air chronicles one of the deadliest years on Mount Everest, when 12 mountaineers died trying to scale the highest peak on earth. The story reveals both the best and the worst traits of people as many of the climbers try to reach the summit without proper regard for…
Research Report Excerpt #1 The growth projections by sector are completely flipped for 2023. Analysts anticipate the low comparisons for Consumer Discretionary/Communication Services to be a tailwind for EPS growth in 2023. Unfortunately, the high comparable EPS is anticipated to be a headwind for the Energy sector in 2023. Hence, the price performance has also…
Welcome back traders and investors. This past trading week was jam-packed with optimism, but it ended on a sour note with respect to price action. Animal spirits were seemingly trampling the market landscape until they were beaten back a bit with a greater than 1% pullback for certain of the indices on Friday. Whether or…
Research Report Excerpt #1 According to Goldman, U.S. retail investors/traders sold all of the stocks they accumulated during 2019~2021, and went further beyond to capitulate. That’s a meaningful determination by Goldman Sachs; capitulate! After all, they say that retail traders tend to buy the tops and sell the bottoms. Research Report Excerpt #2 In his…
Research Report Excerpt #1 Most traders/investors from all walks of capital market experience had a poor year in 2022. When markets are heavily trending downward and taking most stocks down the same path, it’s incredibly difficult to outperform, market perform, and/or extrapolate the true value from such a trend. The educational value of a bear…
By Dr. James M. Dahle, WCI Founder It’s a funny quirk of human nature that we learn more from bad experiences and examples than we do from good ones. Today, let’s talk about 35 signs that you are not a very good investor. How to Know You Are Terrible at Investing If you recognize yourself in…
Key takeaways • Consumers have proven resilient in 2022. While they are likely to have a tougher time next year, especially if the labor market deteriorates, they are starting 2023 in decent financial shape. Deposit balances are coming down, but slowly, and credit card usage does not currently look out of line with pre-pandemic levels. …
By Michael Cembalest: December 1, 2022 Non-Fungible Trainwreck. First, I’m pleased to offer readers of the Eye on the Market a holiday gift that I commissioned for you: a one-of-a-kind “APE Innovation ETF” non-fungible token. Just copy and paste the image below and your digital journey will begin. Maybe hang it in the digital living…
With over 40 years of combined investing experience, Finom Group founders have never seen the existing macro-market conditions. The post-pandemic period has given way to a rapidly evolving outlook for both the economy and markets, with analysts, strategists, and investors forced to maintain a hightened degree of alert, flexibility, and open-mindedness unlike levels from cycles…
