Archive for category: Research Reports

J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian

Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...

The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...

Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...

If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...

by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...

Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...

Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...

Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...

Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...

 Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...

Although the S&P 500 (SPX) would achieve a new, intraday all-time high this past week (Friday), it would fail...

S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage.  Both...

The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...

We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...

Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...

Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...

Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...

Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...

Throughout this bull market, stock investors have bemoaned an incessant lack of breadth.  Leadership has been remarkably narrow.  The...