The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
In this week’s State of the Market we take a look at what the market may produce for the...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Research Report Excerpt #1 This Bloomberg chart was making the rounds this past week. Less than 45% of S&P...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Research Report Excerpt #1 With this front of mind, I would suggest that investors not dwell on this past...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Research Report Excerpt #1 Over my many years of investing and providing a financial market service to investors, I’ve...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Research Report Excerpt #1 A huge challenge to achieving long-term gains in the market, if not the #1 reason,...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
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