NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team guided to a 10% Q/Q increase in the Jan-Qtr, well-above consensus on continued strong spending from its customers to support their AI/accelerated compute initiatives. Expectations were high coming into the print and the team managed to deliver results/outlook that were above…
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
It’s enough to make you close up shop and seek out a new career if you’re a portfolio or...
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Languishing over the 2018 market won’t do investors any good, but it is important to reflect on what made...
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
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