Welcome back Finom Group members! As we kick-off the monthly reporting cycle, we are recognizing gains for the first week of the 4th quarter of 2022. We are also recognizing that it doesn’t truly feel that way for most investors, given how the trading week ended with a steep sell-off on Friday. Bear market rallies that retreat rapidly and create…
Markets Are On Knife’s Edge
A financial market resource for the every-day investor and trader.
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Merrill Lynch: Fighting Inflation
Seth Golden, , Research Reports, 0
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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Recovering, Not Yet Recovered
Seth Golden, , Research Reports, 0
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
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Merrill Lynch On Housing And The S&P 500
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
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Weekly State of the Market: Is It Different This Time
Seth Golden, , Research Reports, 0
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
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Weekly State of the Market: Macro Still Strong, Market Still Weak
Seth Golden, , Research Reports, 0
The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...
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J.P. Morgan: Add to risk as a lot of negativity is already priced in
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
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Weekly State of the Market: 2/4/2021
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
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