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Seth Golden posted an update 4 years, 12 months ago
Chinese exports down further in September
Exports contracted further by 3.2% yoy in September, roughly in line with consensus expectations. Imports posted a larger… -
Seth Golden posted an update 4 years, 12 months ago
JPM on the “mini-deal”
1. The mini-deal delivers another round of truce, a positive and welcome outcome that has been partially priced in.2. However, the gap between a…
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Seth Golden and Michael Dolan are now friends 4 years, 12 months ago
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Seth Golden and Alex Bershadsky are now friends 4 years, 12 months ago
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Seth Golden and Kenneth Altmann are now friends 5 years ago
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Seth Golden posted an update 5 years ago
While shifted positively toward the end of the week, the S&P has still fallen 1% in the last month. Returns in earnings periods are good, but are even better when the… -
Seth Golden and Jan Smolen are now friends 5 years ago
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Seth Golden posted an update 5 years ago
GOLDMAN: US growth was boosted after 2018 stimulus, and the waning boost this year “may be overstating the downward trend of growth in the underlying economy. Our findings argue for putting more weight on indicators of today’s growth rate, which are not sending alarming signals”
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Seth Golden posted an update 5 years ago
The Efficient Market Hypothesis is a hypothesis in financial economics that states that asset prices reflect all available information. A direct implication is that it is impossible to “beat the market” consistently on a risk-adjusted basis since market prices should only react to new information.
In order to beat the market, one needs a…[Read more]
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Seth Golden replied to the topic JPM incrementally positive on iPhone outlook in the forum Apple Inc. (AAPL) 5 years ago
JPM: “We believe that the recent outperformance in the Apple Supply Chain is likely to continue through 4Q19, helped by upside to iPhone 11 units, stronger than seasonal 1Q20 (due to iPhone SE2 launch) and higher anticipation of new iPhone cycle in 2H20, buoyed by 5G”
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Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
Our most recent trade alert to Premium Members. Well done everyone. In the face of rising volatility to boot!! -
Seth Golden posted an update 5 years ago
GOLDMAN Sachs: ” … we don’t expect an end to the conflict anytime soon and see no comprehensive US-China trade deal until after the 2020 election at the earliest. So policy uncertainty will likely remain a drag on sentiment for the foreseeable future.”
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Seth Golden posted an update 5 years ago
David Kostin of GS
1. 3Q earnings season kicks off in earnest on October 15.2. Consensus expects aggregate S&P 500 EPS will fall by 3% year/year, the first profit…
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Seth Golden posted an update 5 years ago
We continue to believe that global equities will advance further before the next US recession strikes:1) Our call remains that one should not expect a US recession…
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Seth Golden posted an update 5 years ago
Morgan Stanley’s Andrew Sheets discuss some of the more relevant economic data to help guide investors. https://www.morganstanley.com/ideas/thoughts-on-the-market-sheets?cid=SM_CORP_SM_CORP_TWITTER_MorganStanley_20191004&linkId=74776776 -
Seth Golden started the topic Apple Raises Production on iPhone 11 in the forum Apple Inc. (AAPL) 5 years ago
Apple Inc (AAPL.O) has asked suppliers to increase production of its iPhone 11 models by up to 8 million units, or about 10%, Nikkei Asian Review reported on Friday, citing better than expected demand. https://www.reuters.com/article/us-apple-iphone/apple-raises-iphone-11-production-by-about-10-nikkei-idUSKBN1WJ0H9
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Seth Golden posted an update 5 years ago
We estimate nonfarm payrolls increased 150k in September, compared to consensus of +146k. While employment surveys weakened further on net, their levels are still consistent with above-potential job growth. …
We estimate a one tenth decline in the unemployment rate to 3.6%. …
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Seth Golden posted an update 5 years ago
Richard Clarida, Vice Chairman of the Federal Reserve:
Says economy is in good shape
economic growth is solid
Consumer is in a good place
Focus of the fed is to keep US econbomy in good place
Fed is not a pre-set course
Fed will act as appropriate -
Seth Golden and Marblevol are now friends 5 years ago
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