@jakegracy
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Seth Golden posted an update 4 years, 10 months ago
JPM: “Looking further into 2020, however, uncertainties related to US-China relations remain high, particularly from March onwards as the US enters election season, with difficult structural issues including IP, technology transfer, SOE policy and industrial subsidies yet to be resolved. Even with the near-term Phase One Deal, the bar for Phase…[Read more]
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Seth Golden posted an update 4 years, 10 months ago
There is no truth when it is said that the Fed’s expansion of the balance sheet provides market/SPX liquidity. At best it can provide sentiment. -
Seth Golden posted an update 4 years, 10 months ago
check out today’s weekend market update with Wayne Nelson. For our Premium Members, this is always posted on Sunday evening in the Twitter feed. For our daily visitors, this is our free offering heading into the holidays and we hope you enjoy. https://www.dropbox.com/s/03jvlpkkyuu4qyb/Weekend%20Update%2012-15-2019.mp4?dl=0
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Seth Golden and
needideasforup are now friends 4 years, 10 months ago
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Seth Golden posted an update 4 years, 10 months ago
Great chart here on Global economic policy uncertainty yet Implied VOL has remained rather low. Can you guess why? -
Seth Golden and
Satya are now friends 4 years, 10 months ago
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Seth Golden posted an update 4 years, 10 months ago
Back Above 50: The Morgan Stanley Business Conditions Index (MSBCI) rose four points in December to 52, the first time the index has been above 50 since July…. -
Seth Golden and
clemeric are now friends 4 years, 10 months ago
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Seth Golden and
davidemaino are now friends 4 years, 10 months ago
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Seth Golden posted an update 4 years, 10 months ago
This week’s completed trades from our Trade Alert service! -
Seth Golden and
Dave Gustafson are now friends 4 years, 10 months ago
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Seth Golden and
Ari ibra are now friends 4 years, 10 months ago
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Seth Golden posted an update 4 years, 10 months ago
S&P 500 futures visiting highs of the long bull channel. Is it going to be time to curtail the long positions? -
Seth Golden started the topic Credit Suisse on Q4 shipments in the forum Apple Inc. (AAPL) 4 years, 10 months ago
CREDIT SUISSE: “We recognize monthly data can be volatile and the shift in launch timing vs. last year is likely skewing y/y compares; however, the drop in November marks the second straight double digit decline (-10.3% y/y in Oct) ..”
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Seth Golden posted an update 4 years, 10 months ago
ML: History suggests a bullish setup for the S&P 500 in 2020 -
Seth Golden posted an update 4 years, 10 months ago
GS: The Risks to Growth from Trade Policy Are Mostly Tilted to the Downside -
Seth Golden posted an update 4 years, 10 months ago
GOLDMAN: “.. since 2010, Casual Dining traffic has declined every quarter by 2% on average despite a strong consumer spending backdrop ..” -
Seth Golden posted an update 4 years, 10 months ago
A few shifts have occurred over the last month that tilt the risks more towards equity supply than equity demand for the next few weeks.
1) An aging population means more investors need to take Required Minimum Distributions from retirement products (starting at age 70 ½ investors need to take withdrawals from tax advantaged retirement plans).…[Read more]
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Seth Golden posted an update 4 years, 10 months ago
chart: Existing Buyback Program Capacity Near Record HighsPE dry powder + buyback dry powder + fund flow reversal……= tsunami of capital coming into equities 2020?
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Seth Golden posted an update 4 years, 10 months ago
JPM: the buyback bid will be alive and very healthy in 2020
S&P 500 companies should execute another ~$750b in buyback programs next year (compared to $750bn this year) - Load More
needideasforup
Satya
clemeric
davidemaino
Dave Gustafson
Ari ibra
