With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current prices. However, strong nominal GDP growth should continue to provide plenty of good investment opportunities at the stock level for active managers. Uncertainty breeds dispersion. The economic and political environment has been permanently altered from its pre-COVID days,although the changes are…
2022 Outlook: The Year of the Stock Picker by Morgan Stanley
A financial market resource for the every-day investor and trader.
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Long Way To The End For The Bullish Trend
Seth Golden, , Research Reports, 0
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
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Weekly State of the Market: Out With 2022, Up With 2023?
Seth Golden, , Research Reports, 0
When you believe in a future that is so alive in your mind that you keep living it over...
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Weekly State of the Market: Seasonal Misstep, But Data Guides The Way
Seth Golden, , Research Reports, 0
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
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Reviewing the Market’s Rally Into Q2 2024
Seth Golden, , Research Reports, 0
Public Service Announcement: Watch The VIDEO HERE! Bear markets happen, on average, once every 4.1 years. There have been...
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Stinky Market Breadth Means…?
Seth Golden, , Research Reports, 0
With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...
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Schwab: Cycles and Sector Performances
Seth Golden, , Research Reports, 0
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
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LPL Research: Not As Expensive As You Might Think…
Seth Golden, , Research Reports, 0
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
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