While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would do well to realize how early we are in the AI monetization cycle. By The Mann Institute: As the most-hyped company in the world, Nvidia, hosts its conference on the future of AI this week, which some have dubbed “the Woodstock…
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
Good weekend Finom Group investors/traders! While this is our off-reporting weekend, and we’ll be back at it again next...
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