STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could be rising, in part due to the spread of the more transmissible variants (Delta, etc.), but the approved vaccines seem to be containing the spread, and more importantly, limiting the severity of the disease (for a vaccinated individual). The AP published…
Energy positive returns 6 consecutive months. Stick with Epicenter in 2H2021.
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European Covid-19 Tracking Update
Seth Golden, , Research Reports, 2
On Tuesday the situation in Italy consolidated with growth in net active cases for Italy as a whole staying...
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Alpha Insights Q417 Updated Earnings Estimates
Seth Golden, , Research Reports, 0
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
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Lows Are “Possibly” In…
Seth Golden, , Research Reports, 0
There is still considerable debate about whether the bear market has yet set its low. Certainly, if the U.S....
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Why September Outperformed The Skeptics
Seth Golden, , Research Reports, 0
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak....
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The Leuthold Group: Breadth Improvement
Seth Golden, , Research Reports, 0
The Major Trend Index held at a neutral reading of zero in the week ended December 22nd. Bullish market...
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Yields Take Center Stage Ahead of Q3 2018 Earnings Season
Seth Golden, , Research Reports, 0
There is a great deal to discuss in this week’s research report, but we would be remised if we...
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Morgan Stanley’s: Weekly Warm-up: Time for a More “Defensive” Quality Tilt
Seth Golden, , Research Reports, 0
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
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Managing VIX-Leveraged ETPs Through Earnings Season, Political Strife And A Frothy Market
Seth Golden, , Research Reports, 0
In 2015, I penned my first article on the subject matter surrounding VIX-leveraged ETF/ETNs. Back then, as if it...