Friends – Activity – cabingen

Seth Golden posted an update 2 years, 1 month ago

J.P. Morgan: Inflation set to decline into 2023

Screen Shot 2022-10-19 at 12.21.07 PM

Seth Golden posted an update 2 years, 1 month ago

Wells Fargo on Holiday Sales

Screen Shot 2022-10-18 at 8.09.00 AM

Seth Golden posted an update 2 years, 1 month ago

No rally without rates coming down

Screen Shot 2022-10-17 at 5.06.45 AM

Seth Golden posted an update 2 years, 1 month ago

Morgan Stanley’s Mike Wilson: rally underway…

Seth Golden posted an update 2 years, 1 month ago

Today’s was just the 5th time in SPY’s history (since ’93) that it closed higher by at least 2% after opening down at least 2%.

SPY fell the next day 3 of 4 times, but it was up over the next week and month all 4 times.

Screen Shot 2022-10-13 at 5.00.33 PM

Seth Golden posted an update 2 years, 1 month ago

Only 1 worse reading for the McClellan Summation Index since 2008, and that was at the Covid lows $NYSI

I don’t know folks, but if you don’t think this is deep value…

A072419E-DD6D-45B5-9FDC-A9F764C81153

Seth Golden posted an update 2 years, 1 month ago

J.P. Morgan’s Kolanovic

Screen Shot 2022-10-11 at 6.00.38 AM

Seth Golden posted an update 2 years, 1 month ago

Wells Fargo’s Scott Wren:

“We see flat to modestly positive earnings growth this year ($215) and a modest contraction in 2023 ($205). Year-end 2022 SPX midpoint target of 3,900 and year-end 2023 midpoint target of 4,400.

Screen Shot 2022-10-05 at 6.17.22 PM

Seth Golden posted an update 2 years, 1 month ago

P Morgan’s Kaplan & Kolanovic

1⃣ CB policy error risk
2⃣ Asian markets provide global cycle tailwind 2023
3⃣ Equities still the best asset class during elevated…

[Read more]

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Mislav

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Marko Kolanovic:

🔹Fed tilt becoming increasingly likely
🔹Hawkishness creating oversold conditions
🔹Real-time inflation falling faster than CPI recogniz…

[Read more]

Seth Golden posted an update 2 years, 2 months ago

4 stats to wet your Risk appetite:

📢 S&P 500 NTM P/E cut 30%
📢 Pres. Cycle Q4 of year 2 ➡️Q2 of year 3 = greatest
gains since 1932
📢 10/31 of year 2 ➡️ 10/31 of year 3 avg. 21%, NO
DECLINES eva’
📢 S&P 500 1st yr. bull mkt avg. = 42%