This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead, we think it is important to keep in mind there are many reasons for stocks to finish strongly in the second half of 2024. That is, we do not believe the highs for 2024 have been made. But we are also…
Fundstrat: Choppy 8 Weeks Ahead, But…
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Some Light At The End Of The Tunnel For Target And J.C. Penney
Seth Golden, , Research Reports, 0
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
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End-of-Year Analyst Notes: Looking Out Toward 2019
Seth Golden, , Research Reports, 0
J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors...
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Weekly State of the Market: Who’s Definition Fits What Investor
Seth Golden, , Research Reports, 0
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
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New All-Time Highs Beget…
Seth Golden, , Research Reports, 0
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
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Morgan Stanley’s Weekly Warm-up: Focus on Alpha and Relative Value
Seth Golden, , Research Reports, 0
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
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Morgan Stanley: Reaching Herd Immunity
Seth Golden, , Research Reports, 0
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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Setting Up The Compounding Effect
Seth Golden, , Research Reports, 0
Midterm election years are difficult trading years, but reliably strong investing years, as they setup the compounding effect. More...
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Morgan Stanley Raises to 3,900 on $193 in Earnings
Seth Golden, , Research Reports, 0
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
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