“The strong rise in equities from the March trough, coupled with bullish options positioning, makes a near-term setback likely. Goldman Sachs: 10 Reasons Why This Bull Market Has Further To Run…
Goldman Sachs: Our Take On Markets
A financial market resource for the every-day investor and trader.
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Heading Into Q4: J.P. Morgan Outlook
Seth Golden, , Research Reports, 0
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
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Weekly State of the Market: 10/22/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
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J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
Seth Golden, , Research Reports, 0
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
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Weekly State of the Market: Tis The Schedule
Seth Golden, , Research Reports, 0
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
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The J.P. Morgan View – Global Asset Allocation: UW Credit Relative to Equities and Commodities
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...
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J.P. Morgan: Fighting The Fed’s Historically Losing Proposition
Seth Golden, , Research Reports, 0
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
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Uncertainty Is Only Temporary For Markets
Seth Golden, , Research Reports, 0
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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Morgan Stanley: Weekly Warm-up: Fire and Ice Part 2 Is More About the Ice; Cutting Our EPS Forecasts Further
Seth Golden, , Research Reports, 0
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
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