The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended in the red. As we enter the last month of the “Best Six Months” to own stocks, the market logged its first down quarter in 2 years, since the beginning of the pandemic. Going back to 1930, Q1 was positive 55…
A Defensive Rally With A Dreaded Yield-Curve Inversion
A financial market resource for the every-day investor and trader.
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The Bulls Are Back In Town After a Brief Vacation
Seth Golden, , Research Reports, 0
This weekend is an off-reporting weekend, but we encourage our members to maintain a fluid understanding of the week-to-week...
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Leuthold Group: Marg-Flation, 2023
Seth Golden, , Research Reports, 0
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
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Morgan Stanley Biotechnology Team: Year-End Vaccine Probable
Seth Golden, , Research Reports, 0
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
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Breadth, Headlines, Trade, Earnings…All Improving?
Seth Golden, , Research Reports, 0
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
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2022 Outlook: The Year of the Stock Picker by Morgan Stanley
Seth Golden, , Research Reports, 0
With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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At January’s End, A Big Micro Macro Week Arrives
Seth Golden, , Research Reports, 0
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness...