In this week’s research report we are going to cover a few topics. The first topic centers on the all-too important economic data. The next topic will focus on the coming week’s data. We’ll conclude with an overview of S&P 500 earnings as we kick off earnings season at the end of the coming week. Yes, this is a long…
The Bears Beating Recession Drums as Q2 2018 Earnings Season Kicks Off
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The Leuthold Group Green Book June 2023
Seth Golden, , Research Reports, 0
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
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S&P Financials Hold As Tech Resolves Quarterly Reports
Seth Golden, , Research Reports, 0
That was something for all the market pundits and critics to behold last week was it not? The mantra...
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Moody’s Analytics: A “Slowsession”
Seth Golden, , Research Reports, 0
Introduction The U.S. economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat....
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Weekly State of the Market: Through The Window
Seth Golden, , Research Reports, 0
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
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Sensitive Markets Demand Resilient Investing Disciplines
Seth Golden, , Research Reports, 0
At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...
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Merrill Lynch On Housing And The S&P 500
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
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Geopolitical Concerns Weigh Heavily Against Earnings Season
Seth Golden, , Research Reports, 2
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...
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