Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
As a youth minister, I often find that much of what I’ve learned and preached can help us as...
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
The average length of the bear markets since WW II has been 16 months; the average length of the...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
In this week’s State of the Market we take a look at what the market may produce for the...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
