With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the right narrative has helped. We see the mid cycle transition ending with a 10%+ correction either by fire or ice which will determine the right leadership. Own Defensives, Financials & Consumer Services. Strong index and big rotations have left active managers…
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
As we wrap-up our third year of operations at Finom Group, we extend our gratitude to each and every...
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
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