As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities markets usually have four phases, and right now stocks are in the “optimism” stage, according to our Chief Global Equity Market Strategist Peter Oppenheimer. He expects relatively low returns from here as stocks trade in a wide range. Most cycles start with…
Goldman Sachs: 4 Cyclical Phases
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A Macro-Market Mashup
Seth Golden, , Research Reports, 0
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
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Investors Wager Into The Eye of the Seasonal Storm
Seth Golden, , Research Reports, 0
Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
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End of Year Valuation Re-Rating With Volatility Abound
Seth Golden, , Research Reports, 0
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
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Investing 101: Expect Bumps In The Road
Seth Golden, , Research Reports, 0
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
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Weekly State of the Market: It’s So Bad, It’s Good?
Seth Golden, , Research Reports, 0
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
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Weekly State of the Market: Economy Is Softening, But Has Proven Resilient
Seth Golden, , Research Reports, 0
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
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Costco Shares Have Been Poorly Received By Investors
Seth Golden, , Research Reports, 0
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
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