Archive for category: Research Reports

By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...

If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...

Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...

Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...

With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....

“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...

Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...

What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...

“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...

Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...

“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...

Unfortunately our monthly-cycle, weekend macro-market Research Report will be postponed until Sunday October 30, 2022, due to an unexpected...

I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...

Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...

Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first...

Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...

Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...

In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...

The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...

As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...

Markets are firmly in the thrawls of another September swoon, which is all-too familiar and painful for many investors....

Bear markets are about buying value! Bull markets are about realized profits for value seekers! In other words: “INVESTORS...

Welcome back Finom Group traders and investors. As most are aware, the rollercoaster ride that is the 2022 investing...

From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...