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Seth Golden and HENRYTRADER are now friends 4 years, 9 months ago
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Seth Golden and tyrone@tygabriel.com are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
Consumer confidence is as high in Europe as it is in the United States, as you can see in the chart below. It may seem like a good thing that consumer confidence is… -
Seth Golden posted an update 4 years, 9 months ago
Bernstein initiates FB as BUY – 16% upside:
View Instagram as a key driver of revenue contribution, potentially doubling by 2023 on the back of eCommerce rent. Taking… -
Seth Golden posted an update 4 years, 9 months ago
Bernstein initiates GOOG as BUY – 14% upside
“We believe that core information search, where GOOGL is the utility, still has enough growth in the 13-15% YoY range to… -
Seth Golden posted an update 4 years, 9 months ago
Bernstein: taking up world GDP growth 2020 from 2.2% to 2.4% – but “we are not out of the woods…”
“We have upgraded our 2020 global growth forecast to 2.4% from 2.2% to reflect more encouraging news on the trade-front, easier financial conditions and signs that manufacturing may be starting to stabilize.It would, however, be premature to think…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
An absolutely massive reversal candle in gold today. This candle found after big run ups is called the shooting star candle (we need a confirmation). The same candle… -
Seth Golden posted an update 4 years, 9 months ago
Sanford Bernstein weighs in:
“Following the increase of the public float of BYND to 65% after the lock-up expiry, we believe that the stock is more investable with a risk/reward profile that is skewed to the upside, especially as plant-based meat becomes more price competitive on the back of African Swine Fever. A key question going forward is…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
Goldman on buybacks -
Seth Golden posted an update 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
Barclays: too early to fade the rally
Expect any potential near termpullback to be of limited magnitude
1) Long-only investor positioning is still
light and the ‘Fear Of Missing Out’ should support steady equity inflows
2) Key consumer and employment data is resilient in US and Europe, manufacturing destocking is well advanced and…[Read more]
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Seth Golden and Charlie C are now friends 4 years, 9 months ago
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Seth Golden started the topic UBS 2020 PT in the forum S&P 500 Analysts Notes 4 years, 9 months ago
UBS: “We expect a V-shaped year for the S&P 500 and are changing our 2020 target
from 3,000 to 3,250: We see the Index struggling in H1’20, as forward earnings come
under pressure, and rebounding vigorously in H2’20, as equities start to discount an
upcoming recovery in the economy”
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Seth Golden posted an update 4 years, 9 months ago
S&P 500 index has risen by an average 6.2% during an election year, making it the second-best after the pre-election year. Also, a Republican win during the election… -
Seth Golden posted an update 4 years, 9 months ago
1% days in S&P 500 were light in 2017 and 2019. -
Seth Golden posted an update 4 years, 9 months ago
Morgan Stanley US Public Policy strategist Michael Zezas notes that the Phase 1 US/China trade deal likely helped avoid an early-onset recession, but wasn’t a game-changer that will enable global capex to find another gear. There’s also reason to argue that the onset of Phase 2 negotiations may work against the current US/China trade stasis. Pha…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
Over the past 15 years, average S&P 500 stock realized volatility has increased 10% from December to January
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Seth Golden and Robert Williams are now friends 4 years, 9 months ago
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Seth Golden and craigtrade are now friends 4 years, 9 months ago
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