Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the implications for investors going forward, and largely forgo subject matters related to fund flows as we continue to recognize a flight out of equities and into bonds that has been persistent for the last 3 years. These flows have contributed to…
Trade & Policy Turn Ugly & Markets Follow
A financial market resource for the every-day investor and trader.
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Analysts & Strategists Tackle The Topics of 2021 for Investors
Seth Golden, , Research Reports, 0
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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Sunlight & Warm Temperatures to Dampen COVID-19 Impact
Seth Golden, , Research Reports, 0
Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
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Weekly Warm-up: Winter Is Coming but Arrival Is Unclear
Seth Golden, , Research Reports, 0
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
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Tis The Season To Turn…
Seth Golden, , Research Reports, 0
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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With Starboard Disposing Its Macy’s Investment, The New York Post Rumor Has Been Invalidated
Seth Golden, , Research Reports, 0
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
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Weekly State of the Market: Rising Yields/Rates Impact
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
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Big Tech Earnings Amidst Record-Level Hedging Activity
Seth Golden, , Research Reports, 0
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
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Late Cycle 2023 Roadmap Video
Seth Golden, , Research Reports, 0
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
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