A quick review from some of our notes in the prior weekly Research Report before we get started, if you please… “The most near-term risk to the market rally is the G-20 Summit meeting between President Trump and President Xi. To reiterate, Finom Group believes the base case scenario is a trade truce that includes: Agreement that no additional tariffs…
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
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