Friends – Activity – Loughski

Seth Golden posted an update 2 years, 8 months ago

For every investor concern there’s a full-proof remedy

-Trade war
-Weaker economy
-Recession
-Rising rates
-High inflation
-Yield-curve inversion
-Correction
-Great Financial Crisis
-Monetary tightening
-War

Time is an investor’s best friend; extend your time horizon!

Seth Golden posted an update 2 years, 8 months ago

J.P. Morgan:

Recessions still unlikely:

🔹More gains in earnings
🔹Bottoming in China activity
🔹Fed not to turn ever more hawkish
🔹Oil rose 238% entering 1974 & 198%…

[Read more]

Seth Golden posted an update 2 years, 8 months ago

Years that start off bearish tend to end off bullish.
In the last 10 years when the S&P 500 was negative through Feb, 7 of them ended the year positive (70%). The only…

Screen Shot 2022-03-13 at 7.44.33 AM

[Read more]

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

Screen Shot 2022-03-12 at 7.39.49 AM

Seth Golden posted an update 2 years, 8 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…