While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on. There is also push back on our call for lower valuations and some of our specific relative value trades. Finally, investors are more bullish on the earnings outlook for next year. Some,gradual, buy in to the mid-cycle transition. We laid out…
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...
Welcome back Finom Group traders and investors! Two weeks ago the markets struggled, but still managed to eek out...
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