US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
I wrote a memo a week for six weeks starting on March 3, but I’ve skipped the last three...
For the second trading day in a row, the S&P 500 (SPX) managed to climb above the 61.8 Fibonacci...
Since the S&P 500 (SPX) “initial low” on March 23rd, there’s been lack of speculating on either the market’s...
This past weekend was a non-Research Report weekend for Finom Group. Nonetheless we sent the following notes to our...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In...
Kristin Hooper of Investco One month ago in this blog, I noted that April would be a critical month to gauge...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
Another day another roller coaster ride for investors, as much of the daily gains were removed in the final...
You know, with all the pandemic crisis confronting investors over the last 45 days or so, it gets lost...
Welcome to another trading week. In appreciation to all of our Basic membership level participants and daily readers of...
Over the last 2-3 weeks, Finom Group has outlined our market outlook during the bear market saga, by forecasting...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In...
Written by Neil Shearing, Group Chief Economist 28 April 2020 Last week I outlined how and when virus-induced shutdowns...
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
The S&P 500 (SPX) managed another significant achievement post the fastest bear market plunge in history on Tuesday with...
Monday markets proved to pick up right where Friday left off with a continued surge in stock prices. The...
Welcome to another trading week. In appreciation to all of our Basic membership level participants and daily readers of...
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In...
April 20, 2020 Bill Miller 1Q 2020 Market Letter There have been 4 great stock market buying opportunities in...
Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
Another rough session on Wall Street Tuesday, which is otherwise known as “turn around Tuesday”. Unfortunately, there was no...
I was told the market could only go higher! Obviously this would never be the case and after one...
