Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a number of developments understandably rattled investor convictions and confidence around financial assets. One of the biggest lessons I learned at JPMorgan is the view “credit markets run on confidence, and they are good until they are not.” In other words, even…
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether...
Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent...
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
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