Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final macro-market Research Report of 2024 will be delivered on November 24, 2024, and include an outlook for 2025. With the S&P 500 achieving 6,000 intraday this past Friday, investors should consider we have yet to enter the TOY Barometer period until…
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
JPM Market Recap
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