The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range. The index closed Friday down just 0.19% YTD and is 4.77% below its record close set just 5 months ago. The benchmark index was up 1.25% for the week, while achieving a new bear-to-new bull market high of 3,238. What was…
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Trade Truce, Check, S&P 3,000… We Shall See
Seth Golden, , Research Reports, 0
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
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Morgan Stanley: Sunday Start | What’s Next in Global Macro
Seth Golden, , Research Reports, 0
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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Morgan Stanley: At Year-End, Don’t Be Late
Seth Golden, , Research Reports, 0
Don’t be late. Life often throws us curve balls and when it does,all we can do is adjust our...
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The Leuthold Group: Jay Powell, The Chartist
Seth Golden, , Research Reports, 0
By: Doug Ramsey Chief Investment Officer & Portfolio Manager Doug is the Chief Investment Officer of The Leuthold Group, LLC,...
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How Do Cash Holdings Turn Into Equity Holdings?
Seth Golden, , Research Reports, 0
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
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The Leuthold Group: August Green Book
Seth Golden, , Research Reports, 0
The month of October gets all the “love,” but since 1990, August has been the cruelest month for stocks....
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Weekly Warm-up: Winter Is Coming but Arrival Is Unclear
Seth Golden, , Research Reports, 0
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
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End-of-Year Analyst Notes: Looking Out Toward 2019
Seth Golden, , Research Reports, 0
J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors...
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