The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group of large US companies leading the market higher. This slate of “early winners,” including makers of semiconductors needed to build AI technology and cloud service providers with the computing infrastructure to commercialize it, returned roughly 60% through the first eight months…
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market...
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
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