A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the near term, it means we are likely to move out of the early cycle leadership toward mid-cycle which comes with a move up the quality curve, too. Running with the Bulls. At this point, the bullish narrative of a recovering/reopening economy…
Weekly Warm-up: Running with the Bulls Can Be Dangerous
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Analysts & Strategists Tackle The Topics of 2021 for Investors
Seth Golden, , Research Reports, 0
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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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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Artisan Parnters: Investing in Health Care: Beyond the Buzzwords
Seth Golden, , Research Reports, 0
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
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Fitbit And Medtronic: Headlines Vs. Reality
Seth Golden, , Research Reports, 0
You will hear plenty of commentary from Fitbit (FIT) fans and investors regarding the future of Fitbit with a...
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Oaktree Capital’s Howard Marks: What Really Matters?
Seth Golden, , Research Reports, 0
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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Contango: The Beast Of Burden For VIX-Leveraged Buyers
Seth Golden, , Research Reports, 0
They keep pushing and suggesting to traders the buying of volatility as a form of portfolio protection. Be it...
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Complacency & Recency Bias
Seth Golden, , Research Reports, 0
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
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