Archive for category: Research Reports

Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...

Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...

“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...

By Russell Rhoads As we approached August, market observers and commentators pointed to the danger that the months of...

STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...

“Everyone has the brain power to make money in stocks. Not everyone has the stomach.”  ~Peter Lynch To review...

The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....

Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....

As a youth minister, I often find that much of what I’ve learned and preached can help us as...

Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...

The average length of the bear markets since WW II has been 16 months; the average length of the...

We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...

The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...

Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...

“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...

2021 has produced another year of above average returns for the major US indices. However, under the surface it...

Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...

“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...

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...

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...