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Pantheon Macro: January’s Core CPI Was Hit By Spikes in Service Components…
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Many Investors Didn’t See This Coming: What’s Next?
Seth Golden, , Research Reports, 0
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
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Weekly State of the Market: Is It Different This Time
Seth Golden, , Research Reports, 0
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
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Analysts & Strategists Tackle The Topics of 2021 for Investors
Seth Golden, , Research Reports, 0
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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Complacency & Recency Bias
Seth Golden, , Research Reports, 0
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
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J.P. Morgan: Many markets offer attractive entry points as the Fed is unlikely to derail the cycle:
Seth Golden, , Research Reports, 0
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
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SVB’s failure is not a Lehman moment
Seth Golden, , Research Reports, 0
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
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The Market Is Taking… Time and Price
Seth Golden, , Research Reports, 0
After a first quarter decline for the major averages, and during a midterm election year, it became clear that...
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