“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that.” ~Charlie Munger Side Note on Fed: I can’t see FOMC members appreciating the market’s reaction to their message, outlook and July rate hike. They desire a diminishing wealth…
Weekly State of the Market: It’s So Bad, It’s Good?
A financial market resource for the every-day investor and trader.
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Merrill Lynch Monthly Capital Market Outlook
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
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Apple Lowers Q1 2019 Revenue Guidance: Shaping Risk
Seth Golden, , Research Reports, 0
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
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The Worst Month For Capital Returns In Focus
Seth Golden, , Research Reports, 0
Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...
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Tis The Season To Turn…
Seth Golden, , Research Reports, 0
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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J.P. Morgan Lay of the Land For Markets
Seth Golden, , Research Reports, 0
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
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J.P. Morgan: Many markets offer attractive entry points as the Fed is unlikely to derail the cycle:
Seth Golden, , Research Reports, 0
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
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A Football Metaphor for Markets
Seth Golden, , Research Reports, 0
by Jim Paulsen, The Tush Push has become a popular play among both NFL and college football teams. ...
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