Archive for category: Research Reports

“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...

Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...

“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...

  “An investor’s job is not to avoid the pain but to endure it.” If you would like to...

With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...

It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...

“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...

Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...

Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...

“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...

With all the attention on rate moves so far this year, investors may soon shift that focus to growth....

After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...

“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...

A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...

The way Technicians feel about Fundamentals is the way Quants feel about Technicians!! Know which discipline aligns mostly with...

7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....

Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...

Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...

While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...

Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...

Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...

A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...

Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...

Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...