We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even though equity leadership and bonds are trading as if the global economy is entering late cycle, our research suggests the recovery is still in early-cycle and gradually transitioning towards mid-cycle. While the second derivatives of macro-cyclical indicators in US and Asia…
J.P. Morgan: Market Update, Earnings, Reopening Theme
A financial market resource for the every-day investor and trader.
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Weekly State of the Market: Houston, We Have Tailwinds
Seth Golden, , Research Reports, 0
“The speculator fights his own good sense, struggles against his own will … and is at odds with his...
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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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Some Techs to Start the Trading Week
Edward Cordoba, , Research Reports, 0
As we come into the final trading days of February, we’ve had some pretty technically responsive price action as...
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Weekly State of the Market: Some Great TIPS
Seth Golden, , Research Reports, 0
“I don’t think you can get to be a really good investor over a broad range without doing a...
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Weekly State of the Market: Market And The Economy
Seth Golden, , Research Reports, 0
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
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UVXY: Market Uncertainty And Telling The Untold Future
Seth Golden, , Research Reports, 0
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
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Leuthold Group: Market Signals Increase Exposure
Seth Golden, , Research Reports, 0
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
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