That was a pretty bullish end to an otherwise fear littered week that centered on two major points of interest, trade tariffs that could possibly lead to a trade war and the Nonfarm Payroll report that brought with it wage inflation data. Prior to these two highly hyped market realizations coming into focus I offered my views on the markets…
Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
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J.P. Morgan Equity Strategy Update Q1 2021
Seth Golden, , Research Reports, 0
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
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So They Say Shorting Volatility Is Like Playing With Dynamite…
Seth Golden, , Research Reports, 0
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
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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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Risk/Reward Proposition Increasingly Questioned
Seth Golden, , Research Reports, 0
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
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Morgan Stanley Goes Full Bull on Staples, Adds GOOGL To Focus Buy List
Seth Golden, , Research Reports, 0
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
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Weekly State of the Market: Inflation Data Rips Through Markets
Seth Golden, , Research Reports, 0
Bear markets are about buying value! Bull markets are about realized profits for value seekers! In other words: “INVESTORS...
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Ready… Or Not; Data-Driven Fed Holds The Cards
Seth Golden, , Research Reports, 0
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
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Weekly State of the Market: Macro Still Strong, Market Still Weak
Seth Golden, , Research Reports, 0
The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...
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