Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent leading macro data have slowed further. We recommend owning high operational efficiency and earnings stability stories and offer related screens in today’s note. Investors’ belief in a 2H EPS recovery grows…The driving force behind the resiliency in earnings revisions breadth is…
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
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