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Seth Golden posted an update 4 years ago
Gap down market days seem to always test investors’ resolve. From my 22 years of experience there tend to only be a handful of reasons to be a net seller. The market will do its best to test your thesis, but as of today none of my sell indicators have triggered. ~Seth Golden
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Seth Golden posted an update 4 years ago
YTD 2020 Share Repurchase Authorizations of ~$319bn Tracking Down ~(57)% y/y vs. ~$746bn YTD 2019 -
Seth Golden posted an update 4 years ago
Deutsche Bank: “With the polls steady and heavily favoring Biden, the market is increasingly shifting focus towards thinking about how the Senate results might be the main driver behind the market reactions to the November 3rd election. Certainly the Senate make-up, and the size of the majority, will be an important part of the response. However,…[Read more]
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Seth Golden posted an update 4 years ago
Bernstien: AAPL has had a tremendous run, and now trades at 31x FY 21 estimates, a premium to many consumer companies and its highest relative level in over a decade. While we believe sell-side estimates remain too low, we worry that once a strong cycle is fully “baked” into estimates, likely around Dec-January, the stock could struggle to…[Read more]
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Seth Golden posted an update 4 years ago
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Seth Golden posted an update 4 years ago
J.P. Morgan: “We came away largely positive from the event led by our expectation for the latest line-up of iPhones to drive a strong replacement cycle, led by the combination of:
1) new exterior designs and form factor changes;
2) broader range of display sizes and price points (from 5.8″ to 6.5″ in 2019 to 5.4″ to 6.7”)
3) competitive pricing…[Read more]
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Seth Golden and Leonardo Picoli are now friends 4 years ago
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Seth Golden posted an update 4 years ago
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Seth Golden posted an update 4 years ago
Morgan Stanley latest from Mike Wilson -
Seth Golden posted an update 4 years ago
Weekly Williams %R stayed overbought in September on the $SPX, which they view as #bullish into 4Q; so, if this overbought condition holds, then the statistical likelihood of an additional grind higher increases dramatically.
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Seth Golden posted an update 4 years ago
VIX-ETP Vega -
Seth Golden posted an update 4 years ago
GOLDMAN:
“the vaccine represents a more important factor than the election result for the path of equities. “ -
Seth Golden and Timothy Davis are now friends 4 years ago
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Seth Golden posted an update 4 years ago
Goldman: November post election -
Seth Golden posted an update 4 years ago
Nomura’s Charlie McElligott: “My view continues to be that the final election determination will not quite realize the ‘extreme chaos’ which has been anticipated by this incredibly hyped event…I am anticipating a pretty comfortable Biden win without a ton of drama, as Trump is losing swing states suburban wives and the 65+ cohort on the pande…[Read more]
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Seth Golden posted an update 4 years ago
Morgan Stanley’s Matthew Harrison recognizes PHIII readouts from Moderna, Pfizer and Aztrazenica -
Seth Golden posted an update 4 years ago
As the President, with a double-digit deficit weeks away from the election, you’re not going to get Senate leaders to coalesce to your whims on stimulus. Not that it… -
Seth Golden posted an update 4 years ago
BofA’s Michael Hartnett on Q4 -
Seth Golden posted an update 4 years ago
Dow Jones Transports: the more times it knocks on that ceiling, the greater the odds of breaking out and continuing higher, especially after a successful retest. -
Seth Golden posted an update 4 years ago
J.P. Morgan’s Marko Kolanovic updates outlook in light of POTUS contracting COVID-19 - Load More