Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March...
“I don’t think you can get to be a really good investor over a broad range without doing a...
Welcome back Finom Group traders and investors! Two weeks ago the markets struggled, but still managed to eek out...
Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
That was some wild monthly Options Expiration week; was it not? While the S&P 500 (SPX) fell .60% on...
They say the trading hierarchy is 10% Technical analysis, 30% Risk Management and 60% Patience & Emotion management. If...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...
By Russell Rhoads As we approached August, market observers and commentators pointed to the danger that the months of...
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
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...
