Friends – Activity – Leonardo Picoli

Seth Golden posted an update 2 years, 8 months ago

Fundstrat:
10 of 10 times the S&P 500 higher 12 months later
– 8 of 10 times the S&P 500 higher 6 months later
– average gain 35.2% and 16.8%, respectively

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Seth Golden posted an update 2 years, 9 months ago

Fundstrat’s Tom Lee and Mark Newton:
In the 2022 context, what this means is that the S&P 500 can bottom well
ahead of the Russia-Ukraine conflict bottoming. We believe…

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Seth Golden posted an update 2 years, 9 months ago

S&P 500 performance post SOTU’s since 2001

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Seth Golden posted an update 2 years, 9 months ago

From Michael Antonelli!

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Seth Golden posted an update 2 years, 9 months ago

Fundstrat’s Mark Newton

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Seth Golden posted an update 2 years, 9 months ago

$QQQ: Last time both ATR and Williams %R (-.80+) were at extremes together, the bottom was in.

More, new and fresh turmoil may be need to find lower-lows. Otherwise, strong argument to be made for a bottom.

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Seth Golden posted an update 2 years, 9 months ago

J.P. Morgan on Russia/Ukraine/Fed

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Seth Golden posted an update 2 years, 9 months ago

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Seth Golden posted an update 2 years, 9 months ago

J.P. Morgan’s Kolanovic: Macro Outlook

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Seth Golden posted an update 2 years, 9 months ago

How has the market performed around wars/conflicts?

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Seth Golden posted an update 2 years, 10 months ago

Morgan Stanley’s Mike Wilson and company:

Seth Golden posted an update 2 years, 10 months ago

Where’s the “Fed Put”? Watch High Yield OAS.

Historically, only 7.5% of all Fed hikes have come when high yield credit spreads were at or above 400 basis points.

In…

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Seth Golden posted an update 2 years, 10 months ago

Goldman Sachs: “… there will be no hawkish surprises from the Fed, the Fed will be more dovish than expected; the conditions are in place for a large cover rally into and around the FED next week and when month-end new capital comes back into the equity markets, with corporates dry powder.”