STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –> multiple risk-on signs Wednesday sell-off was capitulation… The sell-off seen in markets Wednesday, in our view, had a capitulatory feel to it. The ostensible trigger was a combination of the soft ADP jobs report and seeming hysteria over lambda variant of…
Fundstrat: Risk On To 4,500
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Yield Curve Rhetoric: Mounting Fear?
Seth Golden, , Research Reports, 0
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
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BofA on Retail inventories: too much or too little?
Seth Golden, , Research Reports, 0
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Comey’s Testimony, European Central Bank & U.K Snap Election May All Produce Greater Volatility This Week
Seth Golden, , Research Reports, 0
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A “Lengthy” Bottoming Process
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Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
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Merrill Lynch 2021 Outlook
Seth Golden, , Research Reports, 0
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
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Stocks Go On Sales Into Quarter End: Mid-Year Outlook
Seth Golden, , Research Reports, 0
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
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Above Average Times And Downtrends
Seth Golden, , Research Reports, 0
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
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S&P 500 Met With Headwinds and Tailwinds This Week: Which Way?
Seth Golden, , Research Reports, 0
This past week was yet another turbulent week for the major averages, but they managed there best week in...
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