Friends – Activity – Juliana38

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, 6 months ago

J.P. Morgan’s Marko Kolanovic:

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Seth Golden posted an update 2 years, 6 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, 6 months ago

Insider buying:

Seth Golden posted an update 2 years, 6 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]

Seth Golden posted an update 2 years, 6 months ago

Fundstrat’s Market Newton CMT:

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Edwin G Littke replied 2 years, 6 months ago
Looks like this triggered, should go up from here.

Seth Golden posted an update 2 years, 7 months ago

Still no FY2022 Earnings cut

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Seth Golden posted an update 2 years, 7 months ago

The Investing Mattrix

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Seth Golden posted an update 2 years, 7 months ago

Never has S&P 500 been negative from November-April of a midterm cycle since 1942, batting .1000!

The starting point remains to be determined, but the buy signal is undeniable.

Average return ~17%
Positivity rate = 100%

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Seth Golden posted an update 2 years, 7 months ago

Morgan Stanley mid-year outlook:

Seth Golden posted an update 2 years, 7 months ago

J.P. Morgan’s Mislav:

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Seth Golden posted an update 2 years, 7 months ago

Nasdaq stocks above their 200DMA only 12%:

Many bottom fishing indicators. I would suggest of the many, some will achieve their destiny, but not all will, nor do all…

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Seth Golden posted an update 2 years, 7 months ago

Merrill Lynch:

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Seth Golden posted an update 2 years, 7 months ago

Morgan Stanley’s Mike Wilson:

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Seth Golden posted an update 2 years, 7 months ago

J.P. Morgan’s Dubravko:

“We are revising down our 2022 S&P 500 EPS from $235 to $230 (still a healthy ~10% y/y growth). Our estimates for revenue growth (8-9%) and gross buybacks (~$1 trillion) are largely unchanged…”