Author Archive for: Seth Golden

With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....

As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...

Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...

The Major Trend Index moved up one notch to a net reading of zero (Neutral) in the week ended...

Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...

 Key takeaways  Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...

Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...

“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...

Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...

Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...

Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...

We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...

Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...

Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...

Boom! It just got “real”, as the kids say. The boom is the equivalent of the S&P 500 (SPX)...

“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...

Interactions with clients suggest our 2023 earnings forecast is  now very much out of consensus. This is a change...

There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...

Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....

There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...