Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is one of those years whereby most stocks are underperforming the indices themselves, and by a great deal. It’s a stock market year, not a stock picker’s year. In truth, it’s been that way for the last 18 months now. If you…
Ready… Or Not; Data-Driven Fed Holds The Cards
A financial market resource for the every-day investor and trader.
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Weekly Warm-up: Is the US Consumer Fading?
Seth Golden, , Research Reports, 0
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
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Can September “Get Right”
Seth Golden, , Research Reports, 0
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
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Found A Bottom? Bridge To The Other Side
Seth Golden, , Research Reports, 0
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
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Global Financial Data: 200 Years of Market Concentration
Seth Golden, , Research Reports, 0
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
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The Great Rotation?
Seth Golden, , Research Reports, 0
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
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The Melt-Up Persists And May Become Dangerous
Seth Golden, , Research Reports, 0
Good Sunday morning Finom Group members! As I (Seth Golden) remain on vacation through December, keep in mind that...
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Tis The Season To Turn…
Seth Golden, , Research Reports, 0
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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