@brittloren
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Seth Golden posted an update 4 years, 2 months ago
Morgan Stanley: “While it’s no surprise banks have underperformed with 10 year yields so low, the magnitude of underperformance has been even worse than projected by the very powerful relationship. Using MS rates strategy team forecast for 10 year yields to be at 1.30% by June 2021 the change in y/y relative performance of banks would be d…[Read more]
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Seth Golden posted an update 4 years, 2 months ago
September market returns since 1950, during election years. -
Seth Golden posted an update 4 years, 2 months ago
IF A/Ds have been any indication & 2009 SPX playbook proves out, today start of modest pullback 4-5% (’09 chart) If it is, breadth actually improved last week amongst… -
Seth Golden posted an update 4 years, 2 months ago
S&P 500 5-month winning streaks: Steve Deppe study -
Seth Golden posted an update 4 years, 2 months ago
No real top without the systematic community (CTAs) being “stopped in” at the top. And what is almost worse for the bears, this will not be a violent “few day event” but…-
Seth, could u give a little more explanation of how the QDS system is derived; is this what u r referring to ?? ( for us new to the site) http://quinndevelopmentalservices.com/about-qds/ thanks -
Sorry just forwarding from MS. I don’t have more to go on than their dissemination. Will have a nice report from JP Morgan to send out tomorrow morning
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Seth Golden posted an update 4 years, 2 months ago
Completed trade alerts in August for Finom Group Premium members -
Seth Golden and
Girija Srinivasan are now friends 4 years, 2 months ago
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Seth Golden posted an update 4 years, 2 months ago
July Personal income is up $900B (at annual rate) vs. Feb. How? Here are the major components:
economy: down $1T
CARES + UI: up $1.8T
Fiscal support propping things up. As it fades, will we start to see the damage from loss of jobs and income. -
Seth Golden posted an update 4 years, 2 months ago
Annual correction stats with 5% corrections highlight in 2020 SPX chart -
Seth Golden posted an update 4 years, 2 months ago
Weekly SPX expected move for the coming week is ~$49/points -
Seth Golden posted an update 4 years, 2 months ago
Stocks up April, May, June, July and August. What’s next? -
Seth Golden posted an update 4 years, 2 months ago
Fed’s POMO schedule (Permanent Open Market Operations) QE -
Seth Golden posted an update 4 years, 2 months ago
Goldman Sachs: Weaker dollar good for global growth -
Seth Golden posted an update 4 years, 2 months ago
VIX:SPX first positive correlation since January. Hedging activity then, as folks believed market would roll over, same as the present day. -
Seth Golden and
Eric Schellin are now friends 4 years, 2 months ago
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Seth Golden posted an update 4 years, 2 months ago
•Senate Republicans released a skinny plan last week:
$300 enhanced UI
$158B for PPP firms w/ loss of 35% YoY Rev. Liability
protections
$105B for schools
$29B for COVID vacs/drug/dist
$16B testing/tracing
$10B in debt relief USPS -
Seth Golden and
Matt Martinez are now friends 4 years, 2 months ago
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Seth Golden posted an update 4 years, 2 months ago
Watch the evolution of sector weighting since 1990 -
Seth Golden posted an update 4 years, 2 months ago
“Second #Covid Wave Continues to Ease, but Victory Still a Long Way Off” -
Seth Golden posted an update 4 years, 2 months ago
JPM: SPX loses momentum surpassing 3393 Feb peak & approaches May channel trendline resistance 3448. Even if SPX sees shortterm setback, we dont see any sign of a… - Load More
Girija Srinivasan
Eric Schellin
Matt Martinez
