@dustin-terry
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Seth Golden and
Ashutosh Sangwan are now friends 2 years, 1 month ago
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Seth Golden posted an update 2 years, 1 month ago
J.P. Morgan LTCM 2023 Outlook
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Seth Golden posted an update 2 years, 1 month ago
Fundstrat Tom Lee: Calendar will drop 2 and add 3 shortly. Dont be surprised if Fed tenor drops 🦅and adds some🕊. Core Y/Y PCE tracking < than 4.8% projected by Fed for year-end '22. If Dec. PCE same as Nov. PCE, will be ~60bps < than Fed projected. Hike, really?
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Seth Golden posted an update 2 years, 1 month ago
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Seth Golden and
Mare are now friends 2 years, 1 month ago
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Seth Golden posted an update 2 years, 1 month ago
Fundstrat’s Tom Lee
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Seth Golden and
Abonoris are now friends 2 years, 1 month ago
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Seth Golden posted an update 2 years, 1 month ago
Morgan Stanley Weekly Warm-Up with Mike Wilson
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Seth Golden posted an update 2 years, 2 months ago
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Seth Golden and
Adrian are now friends 2 years, 2 months ago
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Seth Golden and
Austin Powers are now friends 2 years, 2 months ago
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Seth Golden posted an update 2 years, 2 months ago
Fundstrat’s Tom Lee
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Seth Golden posted an update 2 years, 2 months ago
J.P. Morgan’s Marko Kolanovic: Full report Sunday release
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Seth Golden posted an update 2 years, 2 months ago
J.P. Morgan’s Marko Kolanovic letter to investors with 2023 Outlook
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Seth Golden posted an update 2 years, 2 months ago
Morgan Stanley’s Mike Wilson
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Seth Golden posted an update 2 years, 2 months ago
Below is a roundup of 16 of these 2023 forecasts for the S&P 500, including highlights from the strategists’ commentary. The targets range from 3,675 to 4,500. The S&P closed on Friday at 4,071, which implies returns between -9.7% and +10.5%.
Barclays: 3,675, $210 EPS (as of Nov. 21, 2022) “We acknowledge some upside risks to our scenario ana…[Read more]
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Seth Golden posted an update 2 years, 2 months ago
The “average” returns following all nine previous inversions (the far right-side bars on the chart) were surprisingly positive in both “year 1” and “year 2” (i.e., +6% and +13.9%, respectively). That is, overall, while yield-curve inversions have customarily unleashed havoc on the economy, job creation, and even profits, they are not nearly…[Read more]
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Seth Golden posted an update 2 years, 2 months ago
Jeff deGraaf of RenMac LLC on ISM Prices Paid:
“It’s in the bottom 1/3 of all years going back 70 years. Historically, this has been EXTRAORDINARILY BULLISH ZONE for equities!”
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Seth Golden and
William Millis are now friends 2 years, 2 months ago
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Seth Golden and
marc are now friends 2 years, 2 months ago - Load More
