Friends – Activity – Josh Patterson

Seth Golden posted an update 3 years, 9 months ago

The S&P 500 weekly expected move, as priced by the options market has moved from $126 last week down to ~$59 for the coming week. That’s what happens when implied volatility (IV) drops as quickly as it did from one week to the next.

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Seth Golden posted an update 3 years, 9 months ago

BofA | Outlook for vaccine distribution, the virus and the economy

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Seth Golden posted an update 3 years, 9 months ago

Morgan Stanley’s Mike Wilson & Co.

Seth Golden posted an update 3 years, 9 months ago

January Barometer failed, but… actually, lately that has been a good thing

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Seth Golden posted an update 3 years, 9 months ago

Japanese machine tools orders

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Seth Golden posted an update 3 years, 10 months ago

VIX and SPX after 1-day ROC

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Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan’s Quant Marko Kolanovic

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Seth Golden posted an update 3 years, 10 months ago

Some of the most anticipated earnings releases this week

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Seth Golden posted an update 3 years, 10 months ago

Morgan Stanley’s Mike Wilson

Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan

Seth Golden posted an update 3 years, 10 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, 10 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, 10 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.