Friends – Activity – Noto1025

Seth Golden posted an update 1 year, 10 months ago

Fundstrat Tom Lee: Calendar will drop 2 and add 3 shortly. Dont be surprised if Fed tenor drops 🦅and adds some🕊. Core Y/Y PCE tracking than 4.8% projected by Fed for y…

[Read more]

Seth Golden posted an update 1 year, 10 months ago

Screen Shot 2022-12-23 at 7.51.28 AM

Seth Golden posted an update 1 year, 10 months ago

Fundstrat’s Tom Lee

Seth Golden posted an update 1 year, 10 months ago

Morgan Stanley Weekly Warm-Up with Mike Wilson

[Read more]

Seth Golden posted an update 1 year, 10 months ago

JP Morgan upgrades META

[Read more]

Seth Golden posted an update 1 year, 11 months ago

Fundstrat’s Tom Lee

Screen Shot 2022-12-10 at 5.18.37 PM

Seth Golden posted an update 1 year, 11 months ago

J.P. Morgan’s Marko Kolanovic: Full report Sunday release

Screen Shot 2022-12-10 at 7.17.46 AM

Seth Golden posted an update 1 year, 11 months ago

J.P. Morgan’s Marko Kolanovic letter to investors with 2023 Outlook

Screen Shot 2022-12-09 at 7.22.58 AM

Seth Golden posted an update 1 year, 11 months ago

Morgan Stanley’s Mike Wilson

Screen Shot 2022-12-05 at 2.57.41 PM

Seth Golden posted an update 1 year, 11 months ago

Below is a roundup of 16 of these 2023 forecasts for the S&P 500, including highlights from the strategists’ commentary. The targets range from 3,675 to 4,500. The S&P closed on Friday at 4,071, which implies returns between -9.7% and +10.5%.

Barclays: 3,675, $210 EPS (as of Nov. 21, 2022) “We acknowledge some upside risks to our scenario ana…[Read more]

Seth Golden posted an update 1 year, 11 months ago

The “average” returns following all nine previous inversions (the far right-side bars on the chart) were surprisingly positive in both “year 1” and “year 2” (i.e., +6%…