U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with S&P 500 companies returning ~$5 trillion to shareholders since 2009 and contributing ~2% to annual EPS growth (S&P 500 divisor has fallen to 1999 levels, see Figure 30). Despite the recent market volatility, buyback activity has been very strong during 4Q18…
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
As a reminder, this is Finom Group’s off-reporting weekend, however we continue to disseminate relevant and trusted 3rd-party research...
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
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