Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim has not been triggered suggests the participants enrolled in the trial may have lower exposure to COVID-19 compared to the general population and/or reported COVID infections overestimating the rate of symptomatic infections. We adjusted our assumptions on the infection rate in…
Lead Biotech Analysts Updates Vaccine Forecast
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Chaos, Mayhem = Opportunity
Seth Golden, , Research Reports, 0
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
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Weekly State of the Market: Markets Are Always Yielding
Seth Golden, , Research Reports, 0
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
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Morgan Stanley: Great Expectations on Earnings and Inflation
Seth Golden, , Research Reports, 0
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
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J.P. Morgan: Stagflation Unlikely; Buy The Dip
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
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The Market Roadmap and Investor Returns Can Differ
Seth Golden, , Research Reports, 0
Markets are firmly in the thrawls of another September swoon, which is all-too familiar and painful for many investors....
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The Leuthold Group: Market Odds For The Second Half
Seth Golden, , Research Reports, 0
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
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Complacency & Recency Bias
Seth Golden, , Research Reports, 0
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
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Summer Doldrums and Fool-Bearing Price Action
Seth Golden, , Research Reports, 0
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
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