A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap defensive bias given tightening financial conditions and decelerating growth. Round it out with a barbell of small/mid cap value until valuations fully reset this Spring. A new year but same narrative, for now. Tightening monetary policy and decelerating growth supports our…
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
Finom Group’s official weekly Research Report will begin a new cycle (3 weeks on, 1 week off) on January...
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...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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DataTrek: Labor Market Cooling, But Still Goodd October 30, 2024
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Market Volatility Through Election, But Thereafter… October 27, 2024
The Leuthold Group: The Small Cap Slump: Deep Or Wide? October 23, 2024
Why September Outperformed The Skeptics October 20, 2024
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