Many believe that bond yields will not be able to move up much, partly as there is no sustained inflation, and partly as the economy is holding a lot of leverage. Further, the general sentiment is that, if the bond yields do move higher, that could become a problem for the broader market, given the elevated valuation multiples. We believe…
If you were asked to do nothing as an investor for the week to come, could you do it?...
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
JPM Market Recap
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