The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis strongly suggest PEs will fall this year as rates rise and earnings revisions flatten out. This is a high conviction, non-consensus view we think is already playing out at the stock level. While unfinished in our view, it may take a…
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
If we know that bad times are temporary and progress is undefeated, why is it so hard to stay...
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
Are you a short-VOL/VIX trader? If so you probably know what it feels like to have your trading style/strategy...
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