Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and then fell 4% again. Overreacting in both directions is what equities do. Set your sails on things like macro but trim based on psychology because that’s what drives ‘short term’ action. ~Urban Carmel If you desire to watch the weekly State…
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
As we wrap-up our third year of operations at Finom Group, we extend our gratitude to each and every...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
Welcome back to our weekly Research Report cycle (3-weeks on, 1 week off). The markets are expressing a very...
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
Try telling an investor that April is typically one of the absolute best months of the year for market...
Good Sunday to all Finom Group subscribers! This weekend is our 1 weekend of the month where we do...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
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