To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too many things change too quickly in the investment world for that to succeed. It is necessary instead to understand the rationale behind the rules in order to appreciate why they work when they do and don’t when they don’t. ~Seth Klarman…
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
This weekend is an off-reporting weekend, but we encourage our members to maintain a fluid understanding of the week-to-week...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
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