Archive for category: Research Reports

Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...

Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...

Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...

The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...

The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...

We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...

After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...

Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...

Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....

Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...

Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...

Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...

As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...

Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...

Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...

Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...

Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...