Alpha over Beta. The wild price swings of the past month are a function of two things in our view: 1)excess leverage in the financial system and 2) the market contemplating the transition of the economy from early to mid cycle as the reopening draws near. The good news is that VAR shocks that happen when growth is accelerating (i.e….
The trading week that was ended in a manner that many may have not anticipated. As we read this...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
It’s a new year, and come Monday, a new month as a typical February month is found for little...
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...
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