Friends – Activity – Kevin Katechis

Seth Golden posted an update 2 years ago

“Looking at the last 21 bear cycles, 12 of them bottomed in a mid-term year, and six of those bottoms occurred between June and October: 1962, 1966, 1974, 1982, 1990, and 2002. We expect 2022 to be added to this list” ~Ari Wald of Oppenheimer

Screen Shot 2022-11-23 at 6.31.37 AM

Seth Golden posted an update 2 years ago

S&P 500 performance Thanksgiving week, since 1987

Screen Shot 2022-11-21 at 6.23.58 AM

Seth Golden posted an update 2 years ago

S&P 500 firm resistance at 40-week moving average. Despite markets backing up a bit last week, Net New Highs have outpaced. 5 of last 7 trading days, more stocks hitting…

[Read more]

Seth Golden posted an update 2 years ago

Cycle Composite 2022 Update:

Screen Shot 2022-11-19 at 8.31.21 AM

Seth Golden posted an update 2 years ago

Wells Fargo’s Scott Wren

Screen Shot 2022-11-18 at 5.30.13 AM

Seth Golden posted an update 2 years ago

Morgan Stanley Team:

🔹Earnings recession of -11% YoY EPS at $195/share

🔹1H 2023 “barely” recession of (0 to -.3 Q/Qsaar)
before rebounding.

🔹 $SPX downside…

[Read more]

Seth Golden posted an update 2 years ago

Morgan Stanley’s Mike Wilson

Seth Golden posted an update 2 years ago

J.P. Morgan’s Marko Kolanovic:

Seth Golden posted an update 2 years ago

Regardless of what the Fed is doing with the funds rate, real liquidity growth has been strongly correlated with stock market performance. Chart 1 highlights 14 previous…

Screen Shot 2022-11-04 at 5.43.07 AM

[Read more]

Seth Golden posted an update 2 years ago

Morgan Stanley: Mike Wilson

Screen Shot 2022-11-01 at 9.26.30 AM

Seth Golden posted an update 2 years ago

Nominal vs. Real GDP

Screen Shot 2022-10-30 at 5.44.21 AM

Seth Golden posted an update 2 years ago

Mike Wilson and David Kostin

Screen Shot 2022-10-31 at 6.24.09 AM

Seth Golden posted an update 2 years, 1 month ago

Morgan Stanley’s Mike Wilson

Screen Shot 2022-10-24 at 5.21.05 AM

Seth Golden posted an update 2 years, 1 month ago

Value Line Geometric Index 4% Buy Signal: Zweig’s 4% Model Indicator Buy Signal – Actually, developed by Ned Davis based on the Value Line Composite Index. Using $…