Three big things you need to know: First, across the globe most of our analysts are optimistic on performance in the year ahead, with favorable views on the impact of potentially lower interest rates and, to a lesser degree, favorable views on valuations. Second, in the US, the only region where we do formal strategy sector recommendations, we remain overweight…
RBC Capital: Early Chop In 2024, Shifting Weights
A financial market resource for the every-day investor and trader.
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J.P. Morgan Guide To Markets
Seth Golden, , Research Reports, 0
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
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How Does The September Season Resolve For Investors?
Seth Golden, , Research Reports, 0
The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March...
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A Pause/Consolidation That Refreshes The Bull ?
Seth Golden, , Research Reports, 0
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
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Technology Select Sector ETF Technical Review with Wayne Nelson
Seth Golden, , Research Reports, 1
In the following video, Wayne Nelson discusses the Technology Select Spider ETF (XLK). He offers some technical analysis that...
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Merrill Lynch: 10 Reasons To Stay Long U.S. Equities
Seth Golden, , Research Reports, 0
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
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Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
Seth Golden, , Research Reports, 0
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
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Fitbit’s Pebble Acquisition Akin To Hewlett Packard’s Palm Acquisition
Seth Golden, , Research Reports, 0
Do you remember when Hewlett-Packard (HPQ) acquired Palm for $1bn in 2010, likely just prior to Palm going bankrupt after several...
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The Leuthold Group: Inflation: Following The Script?
Seth Golden, , Research Reports, 0
We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...
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