GMG Research

Growth is first.

Tech continue to leads. Equal weighted S&P is severely lagging.

Nov 3 • 

GMG Research

October 2025

Fed and Earnings. What to watch.

Markets rallied overnight on the hope of a US/China trade deal.

Oct 27 • 

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3

Quick Update

Do not chase any retail names.

Oct 20 • 

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1

1

Key Market Levels and Mining Stocks to Watch

Do NOT chase this market today. Long bonds appear to be the current hedge in this environment.

Oct 13 • 

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1

2

Get To The Point

AMD will be the rising tide that lifts all boats.

Oct 6 • 

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4

September 2025

Quick market update.

The biggest risk is still growth over inflation.

Sep 29 • 

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2

Everyone is a genius in a bull market.

Read more...

Sep 22 • 

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2

Re-acceleration

Fed decision on Wednesday.

Sep 15 • 

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3

Markets Stabilize as Yields Decline

Markets look ahead at the rate decision next week.

Sep 8 • 

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2

Wait for opportunity

Equities are weak this morning while longer term yields are rising (what we expected).

Sep 2 • 

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4

August 2025

What we are watching.

Click to read more...

Aug 25 • 

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3

1

Our Watchlist

Thank you for your support of our research.

Aug 25 • 

GMG Research