The month of October gets all the “love,” but since 1990, August has been the cruelest month for stocks. We point this out because calendar patterns lately seem to explain this market better than just about anything else. In 2022, big losses in stocks and bonds arrived right on schedule—during a time of Jewish sabbatical (the Shmita Year). In 2023,…
The Leuthold Group: August Green Book
A financial market resource for the every-day investor and trader.
-
Like Life, The Markets Have Good Times & Bad Times
Seth Golden, , Research Reports, 3
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
-
Weekly State of the Market: Rally-On, But Think Long-Term
Seth Golden, , Research Reports, 0
“Bear market rallies are labeled because things get so badly discounted they foster the idea that it has to...
-
Merrill Lynch: 2023 Year Ahead: Back To The New Future
Seth Golden, , Research Reports, 0
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
-
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...
-
-
Short-Term Pain, Long-Term Gain
Seth Golden, , Research Reports, 0
Wall Street colloquialisms are rarely justified by data or proven a valid consideration. “Sell in May and Go Away”...
-
J.P. Morgan U.S. & E.U. COVID-19 Infection Analysis
Seth Golden, , Research Reports, 0
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
-
Merrill Lynch: Excessive Consumer Demand
Seth Golden, , Research Reports, 0
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00