Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report. While he often has a lot to say and writes with a great amount of detail that can seem a daunting task just to “soak it all in”, it is proven worth the while. Here is what he offered last week:…
Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
A financial market resource for the every-day investor and trader.
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Weekly State of the Market: Disciplined Data-Driven Investing
Seth Golden, , Research Reports, 0
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
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Weekly State of the Market: “But Did You Buy”
Seth Golden, , Research Reports, 0
If you would like to watch our weekly State of the Market video, please click the provided link...
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BofA on Retail inventories: too much or too little?
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Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
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Healthy Correction or Something More?
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It’s a new year, and come Monday, a new month as a typical February month is found for little...
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Will Markets Finish 2020 With A Bang Or A Whimper?
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There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...
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J.P. Morgan: Fed hawkishness leaves stocks oversold
Seth Golden, , Research Reports, 0
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
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Morgan Stanley’s 3 Themes Going Forward
Seth Golden, , Research Reports, 0
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
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