Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second time suggests the correction isn’t over. We expect softness into and past the election before next leg of bull market. Continue to favor stocks where operating leverage is under appreciated in forecasts. Breaking out is hard to do. The S&P 500…
Another 10% Correction Morgan Stanley Believes Lay Ahead
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Inflation Boogeyman and Bottoming Markets
Seth Golden, , Research Reports, 0
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
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J.P. Morgan: Resilience or Complacency
Seth Golden, , Research Reports, 0
Good Sunday to all of our Finom Group members. Due to this week’s engagement at The Money Show in...
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Fundstrat: Fear and uncertainty building short-term, but case for equities in 2022 still intact
Seth Golden, , Research Reports, 0
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
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Are We At The Top? VIX Gonna Go Boom?
Seth Golden, , Research Reports, 0
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
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J.P. Morgan: Stay Long Risk, But Add Hedges
Seth Golden, , Research Reports, 0
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
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Alpha Insights-Reuters S&P 500 Q3/17 Earnings Update
Seth Golden, , Research Reports, 0
Last Update: December 22, 2017 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3...
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Weekly State of the Market: More New Highs for 2022?
Seth Golden, , Research Reports, 0
The way Technicians feel about Fundamentals is the way Quants feel about Technicians!! Know which discipline aligns mostly with...
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Economy’s Resilience Is Believed By Few, Winds Of Change Are Blowing
Seth Golden, , Research Reports, 0
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
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