Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential resumption of Value rotation. This would largely end the digestion of the big November Value spike that was taking place over the past 4-5 weeks. We are not fully out of the woods yet, as the stretched technicals that were seen…
J.P. Morgan’s Matejka: Value And Inflation
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Uncertainty Is Only Temporary For Markets
Seth Golden, , Research Reports, 0
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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J.P. Morgan: Pro-risk stance reinforced by extreme investor negativity, China easing and Q1 earnings
Seth Golden, , Research Reports, 0
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
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End of Year Earnings Outlook And More…
Seth Golden, , Research Reports, 0
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
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Your Time and Your Money During Downtrends
Seth Golden, , Research Reports, 0
Welcome back traders and investors! I thought it a better way to kick-off this weekend’s Research Report, given the...
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Morgan Stanley: Weekly Warm-up: Punxsutawney Phil Says 6 more Weeks of Winter. Stay Defensive
Seth Golden, , Research Reports, 0
We continue to be more focused on what growth is going to do rather than rates and believe investors...
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The Bull-Bear Stock Market Battle Wages Onward: Data-Heavy Week Ahead
Seth Golden, , Research Reports, 0
Welcome back Finom Group investors and traders! A 3-week decline and then a 3-week rally; what does it mean?...
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