Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return on invested capital to its respective shareholder base. Sometimes, however, investors do need to calculate other variables as a means of setting investing goals and expectations for invested capital returns. While economic conditions should always be considered as part of the…
Dominating Headlines Keep S&P 500 From Achieving New Highs
A financial market resource for the every-day investor and trader.
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With Starboard Disposing Its Macy’s Investment, The New York Post Rumor Has Been Invalidated
Seth Golden, , Research Reports, 0
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
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The Leuthold Group: Yield Curve Timing
Seth Golden, , Research Reports, 0
Market veterans know there’s just one thing more probable than a recession after the yield curve inverts: Yield curve...
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Paying The Price For Expected Returns Is Easier Said Than Done
Seth Golden, , Research Reports, 0
Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...
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Investing 101: Expect Bumps In The Road
Seth Golden, , Research Reports, 0
The first week of a new year, and the markets continue to trend higher. We don’t know how long...
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New All-Time Highs Beget…
Seth Golden, , Research Reports, 0
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
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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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Weekly State of the Market: Rally-On, But Think Long-Term
Seth Golden, , Research Reports, 0
“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...
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Worse Economy, Better Markets
Seth Golden, , Research Reports, 0
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
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