Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has enough momentum to get past the election. Earnings and economic revisions support our barbell of Cyclicals and growth at a reasonable price. Cyclicals have garnered more attention despite fiscal concerns. Amid growing speculation of a potential Democratic sweep and possibly greater…
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
By Ellen Zetner chief U.S. ecoomist: We expect the Fed to hold the policy rate at 5.375% and to...
After last week’s inflation and jobs reports, the debate rages on about what the Fed will do with interest...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
The world is now forced into the calculating of a new reality, one that may not be easily compared...
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
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