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Bank Of America: The Tide Is Turning On Stock Picking
A financial market resource for the every-day investor and trader.
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S&P Financials Hold As Tech Resolves Quarterly Reports
Seth Golden, , Research Reports, 0
That was something for all the market pundits and critics to behold last week was it not? The mantra...
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Jam-Packed Week: PCE, Payroll & Fed Statement As Earnings Soar
Seth Golden, , Research Reports, 0
Last week’s jam-packed earnings releases failed to excite investors even as most reporting companies beat analysts’ estimates. About half...
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Energy positive returns 6 consecutive months. Stick with Epicenter in 2H2021.
Seth Golden, , Research Reports, 0
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
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Morgan Stanley: Weekly Warm-up: We Didn’t Start the “Fire”
Seth Golden, , Research Reports, 0
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
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Bank of America: Shifting gears, but still going forward
Seth Golden, , Research Reports, 0
Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated...
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Wells Fargo: Stage 2 of V-Shaped Recovery
Seth Golden, , Research Reports, 0
Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
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Merrill Lynch: Capital Market Outlook (CMO)
Seth Golden, , Research Reports, 0
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
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Ready… Or Not; Data-Driven Fed Holds The Cards
Seth Golden, , Research Reports, 0
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
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