We continue to be more focused on what growth is going to do rather than rates and believe investors are still too optimistic, particularly as it relates to consumption. Exacerbating that risk is the fact that inventories are now rising rapidly. Maintain a Defensive Posture. Signs of weakness go beyond Omicron. 4Q earnings beat rates are back to 5% which…
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
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The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
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Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
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