When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line, Exhibit 1), we simulated different scenarios that forecast potential vaccine uptake by YE21 (black lines, Exhibit 1) which could lead to herd immunity (see our note here). In our analysis, we consider only the US population aged 12+ years (~280M),as we…
With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
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