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Seth Golden and Marblevol are now friends 5 years ago
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Seth Golden started the topic NRF 2019 Holiday Sales Forecast in the forum State of Retail in U.S. 5 years ago
The NRF predicts retail holiday sales will increase between 3.8% and 4.2%. The range is higher than the 3.7% average over the last five years. Retail holiday sales were only up 2.1% last year.
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Seth Golden started the topic MS QDS team in the forum S&P 500 Analysts Notes 5 years ago
MS QDS team warns that the early September unwind has shown signs of metastasizing into something more dangerous – initially driven more by short covering of under-owned cyclicals (a bullish unwind), it has now shifted more towards selling of the crowded over-owned longs in Tech and Growth (a bearish unwind).
As it relates to 4Q18, there are s…[Read more]
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Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
worst day and days in October care of LPL Financial -
Seth Golden replied to the topic Goldman Cuts Apple… Again in the forum Apple Inc. (AAPL) 5 years ago
Apple is trading above the top of its typical 0%-20% discount to the S&P 500 while our iPhone expectations remain slightly below consensus for late 2019.
Key downside risks include weakening iPhone demand, pressure on gross margins, and large and dilutive acquisitions.
12m Price Target: $165.00
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Seth Golden posted an update 5 years ago
Last 10 and 20 years have been good for markets in October -
Seth Golden posted an update 5 years ago
Latest put/call ratio shows another dip -
Seth Golden posted an update 5 years ago
Wedbush upgrades BBBY -
Seth Golden posted an update 5 years ago
increase in net short VIX futures positions amongst noncommercials -
Seth Golden posted an update 5 years ago
J.P. Morgan video discussing and reflecting on impeachment implications for the markets and along all asset classes. Offering broader outlook based on shifting political landscape. https://jpmorgan.reutersinsider.com/jpmorganview/ -
Seth Golden posted an update 5 years ago
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Seth Golden posted an update 5 years ago
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Seth Golden started the topic JPM Supports NFLX Q3 in the forum FANG Stock Headlines & Happenings 5 years ago
Heading into the qtr, we viewed NFLX’s 2H content slate as perhaps its best-ever & a key driver of the company’s ability to achieve its 2H paid net adds guide.
We believe 3Q expectations have come down meaningfully in recent weeks, particularly Int’l where fewer than 5M net adds may now be expected.
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Seth Golden posted an update 5 years ago
big jump in durables
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Seth Golden posted an update 5 years ago
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Seth Golden started the topic Facebook new glasses in the forum Facebook (FB) 5 years ago
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Seth Golden posted an update 5 years ago
J.P. Morgan makes the case for buying oil equities -
Seth Golden posted an update 5 years ago
Target dividend is great, but I’m not of the opinion the recent PE expansion is sustainable. See historic PE chart below. May be prudent to anticipate a move below $104 near-term and that which also brings about a test of $100 -
Seth Golden posted an update 5 years ago
GS: “we have a stronger view that further escalation is not in President Trump’s interest. His approval rating on trade policy is significantly underwater, and this is s… - Load More