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Seth Golden and Pankesh Jariwala are now friends 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
Canaccord Genuity: The combination of better-than-expected Q4/19 EPS, strong credit, and an easy Fed makes it hard to be overly negative, while the still overbought tactical condition and unknown macro impact from the spreading coronavirus makes it difficult to be too positive. Indeed, these crosscurrents reinforce our decision to move to a…[Read more]
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Seth Golden posted an update 4 years, 8 months ago
Already a nice shift to the June FFF showing an increased probability for a rate cut in June. Needs to get to above 60% of course, but it’s heading there as of the present. -
Seth Golden and rzssun are now friends 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
JPM iPhone installed base -
Seth Golden posted an update 4 years, 8 months ago
JPM: “We think global consumers are well positioned for an improvement in spending data this quarter after a weak gain in 4Q19. This path, however, might be disrupted by a shock to activity in China from the coronavirus outbreak” -
Seth Golden posted an update 4 years, 8 months ago
VIX’s RSI is above 75. When this happened before, VIX’s forward returns were HEAVILY bearish. VIX fell 96% of the time 1 week later. -
Seth Golden and philmorris7 are now friends 4 years, 8 months ago
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Seth Golden and MikeSans are now friends 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
ZIKA and story count vs. SPX -
Seth Golden and Faisal Alkhamis are now friends 4 years, 8 months ago
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Seth Golden and Robert Reincke are now friends 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
$VIX avg. daily close 12.9 in 2020. Below historic mean, where both annual & just-January averages run 19.1. $SPX annual performance when January VIX average is… -
Seth Golden posted an update 4 years, 8 months ago
Morgan Stanley: “Rising consumer awareness of the environmental impact of the apparel industry is a potential game changer. ‘Peak Clothing’ takes center stage in 2020”
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Seth Golden posted an update 4 years, 8 months ago
GS: virus impact short-lived: “While the severity of the economic impact is unknown, it is likely to be short-lived should it follow the pattern of historical cases. In… -
Seth Golden posted an update 4 years, 8 months ago
Alligator jaws didn’t close in 2019, will they close in 2020? -
Seth Golden posted an update 4 years, 8 months ago
Hedge Fund gross positioning up to a 24m high. - Load More