Try telling an investor that April is typically one of the absolute best months of the year for market returns after the first 3 trading weeks of April 2024. You might get a rather snarky reply. The S&P 500 (SPX) has now drawn down more than -5% since achieving its all-time high in the Q1 2024 period. The Nasdaq Composite…
Signaling A Bottom Bounce?
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Weekly State of the Market: Seasonal Misstep, But Data Guides The Way
Seth Golden, , Research Reports, 0
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
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A Positive October, To-Date And a 6-Month Win Streak To Be?
Seth Golden, , Research Reports, 0
Good weekend Finom Group investors and traders! This is our “off-reporting” weekend. Please take some time to read our...
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Weekly State of the Market: Peak Yields, Dollar?
Seth Golden, , Research Reports, 0
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
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Weekly Warm-up: Is the US Consumer Fading?
Seth Golden, , Research Reports, 0
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
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Will Markets Finish 2020 With A Bang Or A Whimper?
Seth Golden, , Research Reports, 0
There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...
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J.P. Morgan’s Matejka: Value And Inflation
Seth Golden, , Research Reports, 0
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
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Morgan Stanley’s Weekly Warm-up: Focus on Alpha and Relative Value
Seth Golden, , Research Reports, 0
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
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