Week in Review In the face of drum beating bears and prior tech sector meltdown quarterly reporting from FANG stocks, the 3 major averages have held together quite well in recent weeks. Last week, the finale of FANG reports was delivered by Apple Inc. (AAPL) and served to deliver the first $1trn market cap for investors and Wall Street. Some…
Markets Look Poised For Gains, but Mid-Term Turbulence Looms Large
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Risk Asset Prices Rerated for Growth: Has the Global Economy Found It’s Low Period?
Seth Golden, , Research Reports, 0
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
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The Bull Market’s Inner Strength Revealed
Seth Golden, , Research Reports, 0
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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J.P. Morgan Sees More Market Upside
Seth Golden, , Research Reports, 0
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
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Goldman Sachs Tactical Flow-of-Funds: August – On Correction Watch
Seth Golden, , Research Reports, 0
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
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How much could AI boost US stocks?
Seth Golden, , Research Reports, 0
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
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Weekly State of the Market: Is The Bull Getting Tired?
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
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Technically Improving, Yet Still Vulnerable
Seth Golden, , Research Reports, 0
Technically Vulnerable? For this week’s segment of “Looking at the charts/quants”, we’ll lead with the most perfect of quant...
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