Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is one of those years whereby most stocks are underperforming the indices themselves, and by a great deal. It’s a stock market year, not a stock picker’s year. In truth, it’s been that way for the last 18 months now. If you…
Ready… Or Not; Data-Driven Fed Holds The Cards
A financial market resource for the every-day investor and trader.
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Macro-Market Mashup
Seth Golden, , Research Reports, 0
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
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Fundstrat: March CPI Preview
Seth Golden, , Research Reports, 0
Last week was “stress test” of sorts for equity markets. The combination of “hot” ISM, coupled with Fed members...
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Equities Outperforming Bonds Entering Height of Earnings Season
Seth Golden, , Research Reports, 2
While the U.S. Government is shutdown, corporate earnings will still continue to roll in as the tech sector begins...
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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A disinflationary U.S. economy headed for disinflationary rate cuts? (by Jim Paulsen)
Seth Golden, , Research Reports, 0
After last week’s inflation and jobs reports, the debate rages on about what the Fed will do with interest...
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Uncertainty to Give Way: Lower Valuation Levels Rarely Last
Seth Golden, , Research Reports, 0
Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September,...
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Chaos, Mayhem = Opportunity
Seth Golden, , Research Reports, 0
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
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The Market’s Muscle Memory
Seth Golden, , Research Reports, 0
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
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