7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2. Equities junior in capital structure: Bonds lead stocks 3. Don’t shout at the market: Market doesn’t care about my opinion 4. Stop carrying a “Lehman hammer”: Avoid cognitive bias 5. Confidence drives markets: Confidence changes faster than fundamentals 6. Demographics are…
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
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