Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX) has more than recaptured those gains by closing out the 2nd trading week in February at record-level highs. If it seems as though we continue to use the phrase record-level highs quite often, that’s likely because such achievements tend to cluster…
Risk/Reward Proposition Increasingly Questioned
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Weekly State of the Market: Early Sledding In 2022
Seth Golden, , Research Reports, 0
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
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Fitbit Misses Q3 Expectations And Lowers Full Year Guidance
Seth Golden, , Research Reports, 0
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
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Goldman Sachs: AI poised to begin shifting from ‘excitement’ to ‘deployment’ in 2024
Seth Golden, , Research Reports, 0
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
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Target’s 2017 Ends As 2018 Begins: Reviewing Results & Guidance
Seth Golden, , Research Reports, 0
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
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Merrill Lynch: Fighting Inflation
Seth Golden, , Research Reports, 0
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
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The 2023 Rally Finds Few Believers
Seth Golden, , Research Reports, 0
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
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