STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
Research Report Excerpt #1 Amazon shares took the biggest hit post-earnings release date. The company missed analysts estimates on...
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
As a youth minister, I often find that much of what I’ve learned and preached can help us as...
Research Report Excerpt #1 Year-end gets nearer with each passing week. Month-end is always a good time to review...
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
The average length of the bear markets since WW II has been 16 months; the average length of the...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
Research Report Excerpt #1 The primary trend for the S&P 500 is higher, either due to structure or earnings...
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...
Research Report Excerpt #1 The key to a healthy cyclical bull market is consistent market rotations. If everything goes...
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
In this week’s State of the Market we take a look at what the market may produce for the...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Research Report Excerpt #1 This Bloomberg chart was making the rounds this past week. Less than 45% of S&P...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
