What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing policy stance are effectively over. Inflation comes back down to earth exhibiting characteristics more from the 1990s than the 1970s. Corporate fundamentals and valuation matter again with investors looking for earnings stability at a reasonable price. The post-pandemic cycle begins to…
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
Finom Group recognizes that a compilation of professional investment strategists and asset managers will benefit investors of all classifications....
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
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