Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a recession that handed us the fattest pitch we’ve seen in a decade. 2021 will be much more about stock picking (alpha) and should favor those companies that can deliver earnings growth that isn’t already expected or priced. With interest rates likely…
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...
As we wrap-up our third year of operations at Finom Group, we extend our gratitude to each and every...
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
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