Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By Jim Paulsen Recession risk is weighed in several ways. Are the resources available to the economy – land, labor, and capital — becoming scarce? Are pent-up demands nearing saturation? How many years old is the recovery? Are its primary players –…
A Lurking Recession Needs Vulnerabilities
A financial market resource for the every-day investor and trader.
-
The Leuthold Group: Market Odds For The Second Half
Seth Golden, , Research Reports, 0
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
-
Corporate Earnings & Bond Yields Have a Tug of War
Seth Golden, , Research Reports, 0
Last week was a measured action against extremes. The downturn in U.S. equities last week ended a streak of...
-
Weekly State of the Market: Houston, We Have Tailwinds
Seth Golden, , Research Reports, 0
“The speculator fights his own good sense, struggles against his own will … and is at odds with his...
-
Pivotal Point For Market Trend Lay Ahead: Review Your Process
Seth Golden, , Research Reports, 0
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
-
Oaktree Capital’s Howard Marks: What Really Matters?
Seth Golden, , Research Reports, 0
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
-
Weekly State of the Market: Follow The Data Into Year-End
Seth Golden, , Research Reports, 0
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
-
Weekly State Of The Market: Above and Beyond 200-DMA
Seth Golden, , Research Reports, 0
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
-
V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades: J.P. Morgan Latest Notes
Seth Golden, , Research Reports, 0
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00