While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term. There has never been, nor ever will be, anything wrong with taking a more cautious approach to managing capital investments from time-to-time. This is especially true if we accept that the market has not had any meaningful, single day pullbacks in…
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
“I don’t think you can get to be a really good investor over a broad range without doing a...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
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