We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe our longevity) makes us even more susceptible to looking for patterns that might not exist. Last fall, though, we noted that the current inflationary cycle is tracking the “average” historical path to an almost eerie degree, and that is still the…
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
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