Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy has peaked, and valuation is falling. Taxes, tapering & transitions temper index returns. Look for alpha in relative value, themes, and reasonably priced growth and cyclicals as mid-cycle transition runs its course. Mid-cycle is here, and with it comes a transition…
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
As the recovery from the 2018 correction continues, we evaluate price action through visual charts to determine what moves...
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
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