Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
Research Report Excerpt #1 With this front of mind, I would suggest that investors not dwell on this past...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Research Report Excerpt #1 Over my many years of investing and providing a financial market service to investors, I’ve...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Research Report Excerpt #1 A huge challenge to achieving long-term gains in the market, if not the #1 reason,...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
Research Report Excerpt #1 All of this standing in place has brought about a significant divergence in the 2010...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
While Finom Group does not offer a full-scale Research Report this particular weekend, we do have some thoughts to...
The narrative surrounding inflation, or “reflation” as I recognize it to be, is pretty compelling. The financial media does...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
