Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and overheated breadth readings. Additionally, such conditions inform investors of the long-term trend and the S&P 500 forward return potential. While many are calling for larger corrections, it’s more important to continue to stick to one’s game plan, stay the course and…
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
Good day Finom Group members. As I continue to recover from my illness early this year (cough/cold), we will...
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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