Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend both calls and provide new…
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...
Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
Welcome to our latest weekly research report where we’ll be discussing our usual topics surrounding the economy and financial...
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