@brittloren
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Seth Golden replied to the topic Wal-Mart sets pace for holiday sales in October in the forum State of Retail in U.S. 4 years, 9 months ago
“We don’t think WMT was immune to the headwinds TGT faced in the weaker product categories it called out, and it may also have been affected by the shorter holiday period,” warns Morgan Stanley.https://seekingalpha.com/news/3532495-walmart-sized-up-after-targets-guidance-shocker
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Seth Golden posted an update 4 years, 9 months ago
Put/call ratio rose to .80 on Thursday -
Seth Golden and
Steve are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
We (GS) see a number of reasons for some near-term caution:
(i) the high degree of uncertainty about the size of duration of the corona disruptions and their implications for incoming data
(ii) limited expected policy support by major central banks
(iii) high absolute valuations for domestic stocks (as of yesterday’s close, the S&P 500 was just…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
as of yesterday, SPX options market seemed to be pricing in potential volatility related to Super Tuesday on March 3. I wonder what those options look like after today… -
Seth Golden started the topic WhatsApp India Payments in the forum Facebook (FB) 4 years, 9 months ago
FB received regulatory approval to roll out WhatsApp payments in India — they will offer payment services to 10M users in the first phase, before rolling out broader to 400M+ users in India. Note too that FB also talked about expanding WhatsApp payments to other countries like Mexico and Brazil.
Recall, this was discussed by Zuck on the 4Q19…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
1. the GS prime brokerage book saw the largest net buying in nearly five months last week 2. Net leverage increased +2.8 pts to 72.3% (92nd percentile) -
Seth Golden posted an update 4 years, 9 months ago
33% of companies have provided 1Q 2020 guidance above consensus -
Seth Golden posted an update 4 years, 9 months ago
Finom Group has delivered 34 trade alerts in 2020, all of which have delivered a profit to our Premium Members. Subscribe today and receive our weekly Research Reports… -
Seth Golden posted an update 4 years, 9 months ago
February’s the 5th straight calendar month where $SPX set a fresh, new all-time high. Hasn’t happened often the last few decades. -
Seth Golden posted an update 4 years, 9 months ago
$SPX is reporting earnings growth of 0.7% for Q4 (FactSet) -
Seth Golden posted an update 4 years, 9 months ago
Refinitiv Q4 2019 revised EPS outlook -
Seth Golden and
Soaringeagle are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
New suspected cases of Coronavirus declined DoD. This is the most important metric for gauging the effectiveness of quarantine measures, in my view. Dials this back to a regional epidemic rather than global. -
Seth Golden posted an update 4 years, 9 months ago
US L/S funds nets bounced from a recent low of 44% to 51% through Thursday. The large recovery in nets can be attributed to downside protection being reduced,… -
Seth Golden posted an update 4 years, 9 months ago
JPM takes downs China Q1 GDP again: now to 1% and highlights possible -3.9% scenario
JPM: We revise China’s 2020 growth forecasts in response to the latest d… -
Seth Golden posted an update 4 years, 9 months ago
A 3-day, 3% or more surge to new a new ATH close, following a -2% or worse decline the preceding 5 days, has been rare & VERY red. This is more interesting than useful but doesn’t lend well to sentiment. -
Seth Golden replied to the topic Morgan Stanley Positive in the forum Apple Inc. (AAPL) 4 years, 9 months ago
MS: Coronavirus mitigation actions a potential tailwind to App Store growth in China
Investors continue to focus on the potential impact Coronavirus could have on Apple’s sales in China; however, App Store data from Jan ’20 shows actions taken to limit the spread of Coronavirus could actually be a tailwind to App Store results in China. Await…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
JPM: We had thought a deceleration in viral case growth rate could help calm investor anxiety, but we are surprised to see markets rebound so quickly
Over the past week, the growth rate fell from a 50% day-over-day 5-day average to near 20%. While that represents a meaningful decline, it does not yet confirm the success of the policies implemented…[Read more] -
Seth Golden and
Doris Berriz are now friends 4 years, 9 months ago
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Steve
Soaringeagle
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