Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While it may seem as if the benchmark index has gone up in a straight line, active portfolio managers know that has not been the case, with 2 consolidation periods of greater than 4% taking place over the first quarter of the…
Consolidation Is Just As Big of A Must As New Highs
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The Market’s Muscle Memory
Seth Golden, , Research Reports, 0
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
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End of Year Earnings Outlook And More…
Seth Golden, , Research Reports, 0
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
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SVB’s failure is not a Lehman moment
Seth Golden, , Research Reports, 0
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
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Macro-Fundamental Setup Entering 4th Quarter
Seth Golden, , Research Reports, 0
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
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Wells Fargo: Stage 2 of V-Shaped Recovery
Seth Golden, , Research Reports, 0
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
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Flash-Back to the Future: Investors Ringing The Bell
Seth Golden, , Research Reports, 0
Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze...
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Is J.C. Penney’s “Better” Days Behind The Retailer?
Seth Golden, , Research Reports, 0
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
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