Research Report Excerpt #1 Lastly, we hear a lot of chatter surrounding China and the potential for the CCP...
The market is testing investors and traders alike. That is what the market tends to do during corrections; it...
The world is now forced into the calculating of a new reality, one that may not be easily compared...
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
Research Report Excerpt #1 Heading into 2022, we understood that the historic potential S&P 500 returns surrounding midterm cycles...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
Part of successful investing is the ability to be able to forsake instant gratification and embrace delayed gratification! Not...
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
Research Report Excerpt #1 As detailed since late last year, this is the S&P 500’s fourth longest run without...
While certain individual stocks demonstrated massive downside moves this past week, the indices managed a consecutive weekly gain. In...
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Research Report Excerpt #1 The data remains our guidepost (S&P 500 forward returns after falling below 200-DMA above table),...
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Research Report Excerpt #1 In order for drawdowns to not become realized losses, sometimes we also have to elongate...
It is not often that Finom Group is tasked with delivering a pessimistic interim outlook, but technicals are delivering...
“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
Fed Funds Rate History The charts below show the targeted fed funds rate changes since 1971. The Federal Open Market...
