Welcome back to our Finom Group macro-market Research Report! September and the Q3 2024 period ended on a high...
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
Mann Institute: 100 years of US stock returns. Eight doublings. Three halvings. What lessons can we learn?
Seth Golden, , Research Reports, 0My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
If you would like to watch this week’s video blog, please feel free to click the provided link! Have...
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
An Easing Cycle Begins: Tactical Approach For Investors And Traders Alike
Seth Golden, , Research Reports, 0Welcome Finom Group investors and traders! During our off-reporting weekend, we offer the latest insights and analysis from Wall...
This coming week is the most important week for August 2024 because of the Jackson Hole Symposium and Fed...
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
The Leuthold Group: Technicals Say The Bull Has Time On The Clock
Seth Golden, , Research Reports, 0The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
Goldman Sachs Tactical Flow-of-Funds: August – On Correction Watch
Seth Golden, , Research Reports, 0Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
Merrill Lynch: Markets Hot, Consumer Just Cool, Calm, & Collected
Seth Golden, , Research Reports, 0Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
Although the S&P 500 (SPX) would achieve a new, intraday all-time high this past week (Friday), it would fail...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...
We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...
Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
Throughout this bull market, stock investors have bemoaned an incessant lack of breadth. Leadership has been remarkably narrow. The...
They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate...
Who could have predicted 🔮 this past Friday’s intraday price action and how the day ultimately concluded? Well, calling...
Wall Street colloquialisms are rarely justified by data or proven a valid consideration. “Sell in May and Go Away”...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...