Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will be foregoing this week’s State of the Market video. But please continue to read and digest our ongoing dissemination of 3rd party Research. This latest report from J.P. Morgan focuses on subject matter we’ve discussed in the Trading Room, the fact…
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness...
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
With consecutive down weeks for the markets and the manner in which this past Friday played out for investors,...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
Today, as part of the Golden Capital Portfolio holdings update, I will be adjusting capital exposure minimally with iPath S&P...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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Why September Outperformed The Skeptics October 20, 2024
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