Friends – Activity – Eric Schellin

Seth Golden posted an update 3 years, 9 months ago

Morgan Stanley’s Mike Wilson

Seth Golden posted an update 3 years, 9 months ago

J.P. Morgan

Seth Golden posted an update 3 years, 9 months ago

Last trading week of January is ahead with some mega-cap earnings set to be released ie AAPL, MSFT, FB just to name a few. February is right around the corner.

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Seth Golden posted an update 3 years, 9 months ago

J.P. Morgan: The average intra-year drop since 1980 has been just over 14%. Some years are just 3% and some years are more than 20%, but on average… Plan accordingly!!

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Seth Golden posted an update 3 years, 9 months ago

The number of people hospitalized with COVID19 in the US has declined dramatically to 123,848, or 8,626 off the peak from January 5th – the first decline since September and a rapid turn in the crisis.

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Seth Golden posted an update 3 years, 10 months ago

BofA on Biden’s Rescue Plan

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Seth Golden posted an update 3 years, 10 months ago

BofA: Raises Q1 GDP

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Seth Golden posted an update 3 years, 10 months ago

We will be discussing this piece of historical data that will complete achievement on January 19th, in this weekend’s research report

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Seth Golden posted an update 3 years, 10 months ago

The near-term drag from the pandemic should give way to medium-term strength as social consumption recovers and Democrats deliver substantial fiscal stimulus in 2021.

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Seth Golden posted an update 3 years, 10 months ago

Johnson & Johnson Expects Vaccine Results Soon but Lags in Production

🔹 Federal officials have been told that the company has fallen as much as two months behind the original production schedule and won’t catch up until the end of April https://www.nytimes.com/2021/01/13/health/covid-vaccine-johnson-johnson.html?smid=tw-share

Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan Retail traffic and sector flows

Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan John Normond:

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Seth Golden posted an update 3 years, 10 months ago

Key Vaccine Charts (Goldman Sachs)

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Seth Golden posted an update 3 years, 10 months ago

S&P 500 New Highs minus New Lows spiked above 100

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Seth Golden posted an update 3 years, 10 months ago

Buy the dip regime remains: 45 times it closed down 1%+. 2/3 of the times did it close up in the next session.
The % is even higher when looking after the wild first few months of last year.

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Seth Golden posted an update 3 years, 10 months ago

Goldman Sachs on election and more stimulus

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Seth Golden posted an update 3 years, 10 months ago

Morgan Stanley: “We think it’s important to have the proper context at times like this.First, we remind
readers thatnew bull markets born duringa recession typicallylast foryears, not
months. In other words, this new bull market likely has a long way to run both in time
and price. Second, capturing the best returns of new bull markets often r…[Read more]

Seth Golden posted an update 3 years, 10 months ago

Morgan Stanley’s regional GDP forecast

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Seth Golden posted an update 3 years, 10 months ago

The Fed upgraded the United States economic recovery in its last meeting.
Historically, the Fed has been very poor at predicting inflation or unemployment, but much better at GDP.