After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed like it rebounded given the mid-November retest of the October lows, but ultimately the benchmark index finished higher than where it began on November 1st. The S&P 500 closed November up 1.79% from the previous month with a strong end-of-month performance…
Does the Trade Truce Produce a Change in Analysts’ Earnings Estimates?
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Leuthold Group Takes A Look At What’s Ailing Small-Caps
Seth Golden, , Research Reports, 0
Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...
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Weekly State of the Market: Downtrend Persists
Seth Golden, , Research Reports, 0
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
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A Gift-Giving Time for Markets: The TOY
Seth Golden, , Research Reports, 0
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
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Market Uncertainty Will Prove Temporary, But To Overcome…
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
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A Football Metaphor for Markets
Seth Golden, , Research Reports, 0
by Jim Paulsen, The Tush Push has become a popular play among both NFL and college football teams. ...
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Macy’s Situation Is Getting Worse, As Previously Forecast: No Solution In Sight
Seth Golden, , Research Reports, 0
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
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The Bear Market Survival Is Now Inflation Dependent
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
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J.P. Morgan: Bond rally is technical, not fundamental; stay UW bonds
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
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