With all the attention on rate moves so far this year, investors may soon shift that focus to growth. Our focus will be on PMIs and earnings revisions to determine the eventual magnitude of this correction. We continue to recommend a barbell of defensives and small cap value. With rates having adjusted, our focus now turns to growth. The Fire…
Weekly Warm-up: PMIs and Earnings Will Ultimately Determine the End of the Correction
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The Recession Resistance
Seth Golden, , Research Reports, 0
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
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J.P. Morgan: Stocks and Bonds Rise Together
Seth Golden, , Research Reports, 0
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
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Weekly Warm-up: Winter Is Coming but Arrival Is Unclear
Seth Golden, , Research Reports, 0
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
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Weekly State of the Market: Bulls In Charge
Seth Golden, , Research Reports, 0
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
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The VIX Will Achieve Its Lowest Levels Ever…In Time
Seth Golden, , Research Reports, 0
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
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Pick & Shovel Disconnect, Just Say No To 6/40
Seth Golden, , Research Reports, 0
Good morning Finom Group investors/traders. As you traverse the year-end macro-market landscape of developments into 2025, please consider our...
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Morgan Stanley Weekly Warm-up: Fed and Price Continue to Dominate the Narrative
Seth Golden, , Research Reports, 0
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
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