Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term that describes our tendency to use the recent past as the baseline for what will happen in the future. While recent action in markets might suggest that 20 is a ceiling for the VIX Index, that idea is absolutely not supported…
Complacency & Recency Bias
A financial market resource for the every-day investor and trader.
-
Fundstrat: Choppy 8 Weeks Ahead, But…
Seth Golden, , Research Reports, 0
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
-
Is J.C. Penney’s “Better” Days Behind The Retailer?
Seth Golden, , Research Reports, 0
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
-
Market Resistance Provides Rebalancing Opportunities
Seth Golden, , Research Reports, 3
Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...
-
Weekly State of the Market: Holding Historic Precedence
Seth Golden, , Research Reports, 0
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
-
Morgan Stanley: Weekly Warm-up: Policy Shifts Take Center Stage
Seth Golden, , Research Reports, 0
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
-
J.P. Morgan: Still too early to own duration
Seth Golden, , Research Reports, 0
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
-
J.P. Morgan Lay of the Land For Markets
Seth Golden, , Research Reports, 0
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
-
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00