Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate sharply on re-opening from the…
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
While the U.S. Government is shutdown, corporate earnings will still continue to roll in as the tech sector begins...
The world is now forced into the calculating of a new reality, one that may not be easily compared...
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
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