While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on. There is also push back on our call for lower valuations and some of our specific relative value trades. Finally, investors are more bullish on the earnings outlook for next year. Some,gradual, buy in to the mid-cycle transition. We laid out…
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
They say the trading hierarchy is 10% Technical analysis, 30% Risk Management and 60% Patience & Emotion management. If...
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...
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