A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in Europe, COVID reopening in some parts and closing in other parts of the world. One should not be entirely surprised that all of this resulted in investor sentiment falling to 30-year lows (e.g., AAII % bulls reading at ~16%) and positioning…
J.P. Morgan’s Marko Kolanovic: Near-term equity rally? One can buy Growth and Value
A financial market resource for the every-day investor and trader.
-
Pantheon Macro: Q4 2022 ECI Economic Monitor
Seth Golden, , Research Reports, 0
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
-
Nomura Quant Insights: Of macro hedge funds and year-end rallies
Seth Golden, , Research Reports, 0
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
-
Weekly State of the Market: 11/6/2020
Seth Golden, , Research Reports, 1
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. In...
-
How Will March Retail Sales Affect The Retail Sector Stocks?
Seth Golden, , Research Reports, 0
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
-
At Resistance Levels, Our Eyes Are Wide Open!
Seth Golden, , Research Reports, 0
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
-
How much could AI boost US stocks?
Seth Golden, , Research Reports, 0
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
-
Weekly State of the Market: Defensives Lead Into Peak Inflation Spells Bearish Outcomes?
Seth Golden, , Research Reports, 0
Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise!...
-
Comey’s Testimony, European Central Bank & U.K Snap Election May All Produce Greater Volatility This Week
Seth Golden, , Research Reports, 0
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00