By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in 2024. How should investors think about an equity market that rallied 110% off its lows in 2021, then over a two-year period pulled back 25%+ retracing 50% of the initial rally only to bottom at its 4-year moving average and has…
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Welcome back Finom Group traders and investors. As most are aware, the rollercoaster ride that is the 2022 investing...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
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