With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have seen a 2-week long rally or catch-up trade, it has come at the expense of the rest of the market. This has resulted in a softening or weakening of market breadth. Not unusual, but given the 2-year long bull market rally…
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis...
Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
Good morning Finom Group investors/traders. As you traverse the year-end macro-market landscape of developments into 2025, please consider our...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
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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