Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a number of developments understandably rattled investor convictions and confidence around financial assets. One of the biggest lessons I learned at JPMorgan is the view “credit markets run on confidence, and they are good until they are not.” In other words, even…
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
The stock market rally off the washed-out lows of early last fall has run further and for longer than...
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