Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental process. For us, margins/earnings are likely to significantly disappoint whether there is a recession, or not. We double down on that view today with more evidence to support it. The Hall of Mirrors…many investors share a bearish fundamental view but are…
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
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