When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay Defensively oriented because growth is going to disappoint. 1Q was tough but even worse under the hood. We chew on some charts to consider as we enter a pivotal earnings season. Listening Carefully…The internal message from stocks is diverging again from…
There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors...
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
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