Friends – Activity – Gregory Bauer

Seth Golden posted an update 2 years, 5 months ago

Bespoke Investment Group on Commodity prices and supply lines

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Seth Golden posted an update 2 years, 5 months ago

Every quarter, J.P. Morgan releases an $SPX quarterly Guide to Markets. Always useful charts on all market moving pieces and their causal takes and inputs….

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Seth Golden posted an update 2 years, 5 months ago

J.P. Morgan:

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Seth Golden posted an update 2 years, 6 months ago

S&P 500 has been down 15%+ in a single quarter 9 times since 1940.

Sep.1946
Jun. 1962
Jun. 1970
Sep. 1974
Dec. 1987
Sep. 2002
Dec. 2008
Mar. 2020
Jun. 2022

It was only negative in the next quarter 1 time. (2008)

Seth Golden posted an update 2 years, 6 months ago

J.P. Morgan’s Mislav:

Seth Golden posted an update 2 years, 6 months ago

Larry Williams:

3-Year long Bull Market to begin in July 2022, as cycle inflation peaks and rolls over. Open interest at cyclical low, CoT shows buyer frenzy.

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Seth Golden posted an update 2 years, 6 months ago

J.P. Morgan’s Feroli:

Seth Golden posted an update 2 years, 6 months ago

From Akre Capital Management: “It’s not adverse macro events that derail compounding; it is investor’s reaction to them.”

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Seth Golden posted an update 2 years, 7 months ago

J.P. Morgan’s Marko Kolanovic:

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Seth Golden posted an update 2 years, 7 months ago

Breadth thrust whereby $NYA had 3 consecutive 80%+ Up volume days while under its 200-DMA. Only 5 times in 20 years. 3 months forward (63 days) events produced a 100%…

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Seth Golden posted an update 2 years, 7 months ago

Insider buying:

Seth Golden posted an update 2 years, 7 months ago

This stock market downturn is flirting with the -20% threshold commonly separating corrections from bear markets. More declines could come—maybe a lot, if it is a full-fledged bear market. That is the bad news. The good news: If this is a correction, it is a very long one—so the end is relatively close by. But it’s similar if a bear market. Their…[Read more]