Friends – Activity – Kjain

Seth Golden posted an update 2 years ago

No rally without rates coming down

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Seth Golden posted an update 2 years ago

Morgan Stanley’s Mike Wilson: rally underway…

Seth Golden posted an update 2 years ago

Today’s was just the 5th time in SPY’s history (since ’93) that it closed higher by at least 2% after opening down at least 2%.

SPY fell the next day 3 of 4 times, but it was up over the next week and month all 4 times.

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Seth Golden posted an update 2 years ago

Only 1 worse reading for the McClellan Summation Index since 2008, and that was at the Covid lows $NYSI

I don’t know folks, but if you don’t think this is deep value…

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Seth Golden posted an update 2 years ago

J.P. Morgan’s Kolanovic

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Seth Golden posted an update 2 years ago

Wells Fargo’s Scott Wren:

“We see flat to modestly positive earnings growth this year ($215) and a modest contraction in 2023 ($205). Year-end 2022 SPX midpoint target of 3,900 and year-end 2023 midpoint target of 4,400.

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Seth Golden posted an update 2 years ago

P Morgan’s Kaplan & Kolanovic

1⃣ CB policy error risk
2⃣ Asian markets provide global cycle tailwind 2023
3⃣ Equities still the best asset class during elevated…

[Read more]

Seth Golden posted an update 2 years, 1 month ago

J.P. Morgan’s Mislav

Seth Golden posted an update 2 years, 1 month ago

J.P. Morgan’s Marko Kolanovic:

🔹Fed tilt becoming increasingly likely
🔹Hawkishness creating oversold conditions
🔹Real-time inflation falling faster than CPI recogniz…

[Read more]

Seth Golden posted an update 2 years, 1 month ago

4 stats to wet your Risk appetite:

📢 S&P 500 NTM P/E cut 30%
📢 Pres. Cycle Q4 of year 2 ➡️Q2 of year 3 = greatest
gains since 1932
📢 10/31 of year 2 ➡️ 10/31 of year 3 avg. 21%, NO
DECLINES eva’
📢 S&P 500 1st yr. bull mkt avg. = 42%