Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive balance sheet liquidity trends. Earnings recovery is ahead of expectation due to unprecedented policy supports during lockdowns, pickup in global business cycle, accelerated growth from long duration tech plays, and more recently dollar weakness. These long duration plays (~53% of S&P…
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
