We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when compared to the 2022 market peak. 2023 is rapidly coming to a close with a mere 5 trading days left. Two important economic releases come Friday, the Nov Core PCE deflator (Street +0.20% MoM) and U Mich Dec final 1-yr inflation…
Fundstrat Year-End Note: FOMO Alive and Well
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Fundstrat: Choppy 8 Weeks Ahead, But…
Seth Golden, , Research Reports, 0
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
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What’s EPS Got To Do With It?
Seth Golden, , Research Reports, 1
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
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Weekly State of the Market: Why So Worried?
Seth Golden, , Research Reports, 0
“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...
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The New Bull Market Approaches
Seth Golden, , Research Reports, 0
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
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Some Light At The End Of The Tunnel For Target And J.C. Penney
Seth Golden, , Research Reports, 0
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
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Merrill Lynch: Capital Market Outlook (CMO)
Seth Golden, , Research Reports, 0
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
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With 4,000 On the Record Books, What Now?
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
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