Weekly Warm-up: PMIs and Earnings Will Ultimately Determine the End of the Correction

Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...

And oh what a week it was… if you went into the week under the impression that new S&P...

by Barry Napp   Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...

A big WELCOME BACK to all of our Finom Group members, as we kick-off another monthly cycle of Research...

Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...

In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...

If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...

Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...