Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change from earlier in the year, and raises the likelihood of earnings disappointment that’s not priced if we’re correct. Meanwhile, narrow and late cycle leadership persists. Thoughts from the Road…Having spent the last few weeks on the road engaging with clients globally,…
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness...
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
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