The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with this assertion, because Seth and I are of the opinion it proves an important concept that investors need to better understand. MARKETS ARE FORWARD DISCOUNTING/LOOKING MECHANISMS. For each earnings and sales beat during the Q1 reporting season, the vast majority of…
Forward Discounting Finds Value-Seeking Opportunity
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Merrill Lynch: Expansion Cycle & Earnings Growth Will Continue
Seth Golden, , Research Reports, 0
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
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J.P. Morgan: Resilience or Complacency
Seth Golden, , Research Reports, 0
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
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Wall Street Sees Rally Continuing in December
Seth Golden, , Research Reports, 0
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
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Q1 2019 EPS Forecast Takes A Big Hit, But Volatility Has Also
Seth Golden, , Research Reports, 0
This has been one heck of a market rally, but it comes on the heels of one heck of...
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Weekly State of the Market: Overheated Markets And Opportunities
Seth Golden, , Research Reports, 0
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
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Normal And To-Be-Expected Pause In The New Bull Market?
Seth Golden, , Research Reports, 0
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
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Rough Markets, Tough Crowd
Seth Golden, , Research Reports, 0
If you would like to watch this week’s video blog, please feel free to click the provided link! Have...
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The Leuthold Group: Technical Picture Improves Late Year
Seth Golden, , Research Reports, 0
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
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