Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since early March 2009, just before the GFC trough. This, in combination with light investor positioning and better than feared Q1 earnings, should allow the market to rebound. We reiterate Energy as our highest conviction sector OW given our supercycle thesis, stocks…
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
The equity market, for which we’ll use the S&P 500 (SPX) as our guide, will always maintain varying degrees...
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
JPM Market Recap
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