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Seth Golden posted an update 5 years, 6 months ago
Oil prices extend rally above $59 a barrel. Supply-demand relationship appears in check https://www.marketwatch.com/story/oil-prices-extend-climb-to-multimonth-highs-as-opec-supply-appears-in-check-2019-03-19?mod=newsviewer_click
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Seth Golden posted an update 5 years, 6 months ago
Julian Emmanuel sees an unadulterated performance chase in 2019, with S&P 500 target set 3,000. https://www.cnbc.com/2019/03/19/unadulterated-performance-chase-toward-record-highs-is-coming-btig.html
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Seth Golden started the topic Credit Suisse Lowers S&P EPS Estimate, Raises SPX Target in the forum S&P 500 Analysts Notes 5 years, 6 months ago
Credit Suisse cuts 2019 S&P earnings estimate to $170, from $174 — but raises year S&P price target 100 points, to 3025.
“.. investors have not fully re-risked portfolios following 4Q’s turbulence .. valuations will drift higher as they do so.”
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Seth Golden posted an update 5 years, 6 months ago
FedEx will report fiscal third-quarter results on Tuesday, March 19, after the bell. Analysts are expecting earnings per share of $3.16 on revenue of $17.7 billion. However even bulls have been lowering expectations lately, and the company’s last results, in late December, sent the stock lower on a disappointing forecast.
Looking Ahead. There a…[Read more]
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Seth Golden posted an update 5 years, 6 months ago
Deutsche Bank and Commerzbank announce merger, European indices rise on news https://www.marketwatch.com/story/deutsche-bank-commerzbank-end-rumors-announce-merger-talks-2019-03-17?mod=mw_theo_homepage
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Seth Golden posted an update 5 years, 6 months ago
Kind of an awesome blast from the past interview with Steve Jobs in 2007 introducing the iPhone https://www.cnbc.com/2018/10/30/watch-steve-jobs-explain-the-iphone-in-2007-cnbc-interview.html?__source=twitter%7Cmain%7Ctext -
Seth Golden started the topic Chris Cox leaving Facebook in the forum Facebook (FB) 5 years, 6 months ago
Management shuffle at Facebook https://www.cnbc.com/2019/03/14/chief-product-officer-chris-cox-is-leaving-facebook.html
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Seth Golden replied to the topic Lowering app store fees could cost apple billions in the forum Apple Inc. (AAPL) 5 years, 6 months ago
Yet another lawsuit. Easy to sue the giants of tech, hard to win though and usually an insignificant sum to them. I like the details from Nomura, but it may prove an overreach on the app fee assessment. We’ll surely find out by year’s end. Thanks for posting, good information indeed.
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Seth Golden replied to the topic Hedging TVIX short position in the forum UVXY, TVIX, VXX, XIV, SVXY, VIXY, VMAX, VMIN 5 years, 6 months ago
Best I can offer which is pretty much a known: All things macro-related go into considering short-VOL participation. Leading up to 2018, core holdings of 20% exposure were my main participation and based on the macro-environment and earnings growth that supported low Vol regime. That was expected to change in 2018, not because of the…[Read more]
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Seth Golden posted an update 5 years, 6 months ago
Vix Futures Term Structure at the closing with m2 over 3% contango. Last few hours m2 was stagnant. -
Seth Golden started the topic Expect Warnings to Continue This week in the forum Boeing (BA) 5 years, 6 months ago
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Seth Golden and Virendra Tripathi are now friends 5 years, 6 months ago
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Seth Golden posted an update 5 years, 6 months ago
Number of trades today. $AAPL trade completed and our daily scalp on $UVXY completed -
Seth Golden posted an update 5 years, 6 months ago
Current look at Term Structure -
Seth Golden posted an update 5 years, 6 months ago
Futures rise on Brexit news win for Theresa May on Irish border backstop. https://www.marketwatch.com/story/may-meets-with-eu-leaders-for-last-minute-talks-before-key-brexit-vote-2019-03-11?mod=mw_theo_homepage
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Seth Golden replied to the topic Facebook and Apple Get upgraded in the forum Facebook (FB) 5 years, 6 months ago
Certainly that is an option you can take. Which ones were you considering?
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Seth Golden started the topic Facebook and Apple Get upgraded in the forum Facebook (FB) 5 years, 6 months ago
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Seth Golden and Alex Guerin are now friends 5 years, 6 months ago
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Seth Golden posted an update 5 years, 7 months ago
Previewing COSTCO earnings release https://www.pscp.tv/w/1YpKkVzaaVdxj -
Seth Golden started the topic Wal-Mart's online push set to continue in the forum State of Retail in U.S. 5 years, 7 months ago
“Unless Amazon buys another giant bricks-and-mortar retailer, it will never be able to match Walmart’s store footprint,” he says, offering up this chart showing just how much Americans have grown to love filling their fridge without leaving the house.
Walmart is the world’s third-biggest e-retailer, overtaking Apple, and helped by its strateg…[Read more]
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