Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze the landscape alongside investors/traders. With only 4 trading weeks to go in 2020, it goes without saying that the macro-market outlook is likely to improve in 2021, given the unprecedented deteriorations in many macro-market factors we all experienced in 2020. There…
Flash-Back to the Future: Investors Ringing The Bell
A financial market resource for the every-day investor and trader.
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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Goldman Sachs: 4 Cyclical Phases
Seth Golden, , Research Reports, 0
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
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Merrill Lynch: Credit Restraint And Grinding Macro-Market Outlook
Seth Golden, , Research Reports, 0
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
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September Stock Markets Suck, But They Don’t Have To
Seth Golden, , Research Reports, 0
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
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The Leuthold Group: Strength Begets Strength
Seth Golden, , Research Reports, 0
The Major Trend Index remained at a High Neutral reading of +1 in the week ended May 17th. While...
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A Flattening Yield Curve, Tech Earnings and GDP Await Investors
Seth Golden, , Research Reports, 0
The prior week for equity investors and the major averages was shaping up to be a strong week that...
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Leuthold Group Takes A Look At What’s Ailing Small-Caps
Seth Golden, , Research Reports, 0
Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...
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The Reports Of The Economy Dying Are Greatly Exaggerated
Seth Golden, , Research Reports, 0
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
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