With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form of QE and therefore “risk on.” We argue it’s not, and instead represents the beginning of the end of the bear market as falling credit availability squeezes growth out of the economy. This Is Not QE…Once again, bond and stock markets…
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
Nothing moves sentiment more than price! You’ve probably heard that phrasing before? The phrasing basically suggests that despite all...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Finom Group recognizes that a compilation of professional investment strategists and asset managers will benefit investors of all classifications....
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
