With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of Ice as the determinant of when the mid-cycle transition will be over. We continue to favor consumer services over goods stocks and highlight our analysts’ key picks. Winter is coming but timing unclear.Fire has arrived with the Fed’s more aggressive pivot…
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
“I don’t think you can get to be a really good investor over a broad range without doing a...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
The stock market rally off the washed-out lows of early last fall has run further and for longer than...
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
Welcome back Finom Group traders and investors! Two weeks ago the markets struggled, but still managed to eek out...
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