The J.P. Morgan View Growth versus virus now, vaccine versus virus later –an update on a conflict and a hope Cross-asset strategy: The dominant macro narrative of the past several weeks hasn’t changed much, and neither has the pattern of uneven advances across and within global markets. The reality of a booming economy versus the threat of a spending retrenchment…
Growth Vs. Vaccine
A financial market resource for the every-day investor and trader.
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Complacency & Recency Bias
Seth Golden, , Research Reports, 0
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
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Wall Street Looks Toward Trump 2.0 And Economic Data Ahead
Seth Golden, , Research Reports, 0
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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Weekly State of the Market: WHAT IF,…IT’S. ALREADY. PRICED…?
Seth Golden, , Research Reports, 0
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
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The Bears Beating Recession Drums as Q2 2018 Earnings Season Kicks Off
Seth Golden, , Research Reports, 0
In this week’s research report we are going to cover a few topics. The first topic centers on the...
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Weekly State of the Market: Day 188 Without 5% Correction
Seth Golden, , Research Reports, 0
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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