Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy, financial flows, and a chronic underinvestment in supply (due to the prior low price regime, environmental policies and geopolitical headwinds) appear to be boosting energy prices. Oil and natural gas prices surged to multi-year highs and coal to record highs over…
J.P. Morgan: Stagflation Unlikely; Buy The Dip
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Haven’t Broken The Bear’s Back… Yet
Seth Golden, , Research Reports, 0
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...
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Busting The Myths of Stocks For The Long Run: Part 1
Seth Golden, , Research Reports, 0
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following...
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Weekly State of the Market: Oversold Conditions Developing With Sentiment Plunging
Seth Golden, , Research Reports, 0
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
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Investors Bet on More Pain for Retailers
Seth Golden, , Research Reports, 0
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
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Morgan Stanley: Reaching Herd Immunity
Seth Golden, , Research Reports, 0
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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J.P. Morgan U.S. & E.U. COVID-19 Infection Analysis
Seth Golden, , Research Reports, 0
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
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High Short Interest, Bellwether Validate Melt-Up, Inflation Data Looms
Seth Golden, , Research Reports, 0
Good Wednesday morning Finom Group investors/traders! As we welcome newer members at this time of year, please consider that...
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Investors Wade Through Uncertain Trends, Into An Uncertain FOMC Meeting
Seth Golden, , Research Reports, 0
There is never a time to not be honest with oneself as an investor/trader. We should always remain objective...
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