Friends – Activity – Eric Schellin

Seth Golden posted an update 3 years, 8 months ago

Changes in Warren Buffett’s holdings

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Seth Golden posted an update 3 years, 9 months ago

Morgan Stanley: Reaching Herd Immunity

Seth Golden posted an update 3 years, 9 months ago

The #ValentinesDay indicator is looking good so far.

The avg return since 1950 for the S&P 500 from 2/14 until the end of the year is 7.5%.

But if up >4% YTD on 2/14 it jumps up to 13% the rest of the year.

The S&P 500 is up 4.3% YTD right now.

Kevin Katechis replied 3 years, 9 months ago
OK, I will buy the Christimas indicator…but the Groundhog and Valentine’s indicators….that’s digging DEEEP

Seth Golden posted an update 3 years, 9 months ago

JPM says very few corporates will follow Tesla into Bitcoin: “In all, while bitcoin got another boost with Tesla’s announcement this week, the 8% allocation of its cash reserves to bitcoin is unlikely to be followed by more mainstream corporates. Irrespective of how many corporates eventually follow Tesla’s example, there is no doubt that this wee…[Read more]

Seth Golden posted an update 3 years, 9 months ago

Goldman Sachs economists are expecting the economy to spring in spring. They see Q2 GDP improving at an 11% pace, better than their 10% forecast previously.

Their baseline on stimulus has moved up to $1.5 trill ion from $1.1 trillion and that’s led to the boost, which extend through the year. Their 2021 forecast is now 6.8% comapred to 6.6%…[Read more]

Seth Golden posted an update 3 years, 9 months ago

Breadth signal based on % of stocks trading above 200-DMA via Troy Bombardi

Seth Golden posted an update 3 years, 9 months ago

Goldman Sachs conversations with clients

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Seth Golden posted an update 3 years, 9 months ago

The S&P 500 weekly expected move, as priced by the options market has moved from $126 last week down to ~$59 for the coming week. That’s what happens when implied volatility (IV) drops as quickly as it did from one week to the next.