Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy, financial flows, and a chronic underinvestment in supply (due to the prior low price regime, environmental policies and geopolitical headwinds) appear to be boosting energy prices. Oil and natural gas prices surged to multi-year highs and coal to record highs over…
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
Finom Group recognizes that a compilation of professional investment strategists and asset managers will benefit investors of all classifications....
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
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