@phillip-tokosch
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Seth Golden posted an update 3 years, 11 months ago
FAAMG accounts for 22% of the total $SPX market cap. Data compiled through 11/9/2020 -
Seth Golden posted an update 3 years, 11 months ago
Since March, the S&P 500 has returned +52% in overnight trading, while its returns during the day are -2%, -Susquehanna -
Seth Golden posted an update 3 years, 12 months ago
J.P. Morgan Marko Kolanovic: -
Seth Golden posted an update 3 years, 12 months ago
Goldman Sachs: “They expect to supply globally up to 50mn vaccine doses in 2020 and manufacture up to 1.3bn doses in 2021. Based on PFE/BNTX dosing schedule each person will require two doses.PFE noted on the company’s 3Q earnings call that they expect to provide 30-40mn doses in the US by the end of 2020 assuming they receive approval and the…[Read more]
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Seth Golden posted an update 3 years, 12 months ago
SPX weekly expected moved as priced by the options market -
Seth Golden posted an update 4 years ago
Goldman Sachs Macro-Outlook -
Seth Golden posted an update 4 years ago
Goldman Sachs NFP estimate -
Seth Golden posted an update 4 years ago
Goldman Sachs: GS cross-asset macro conf call yesteday focusing on read-across the election can be summarized like this: “no change”. Nothing to see here, circulate back to CB BS….
Key message is that “our forecasts look about right” and there seems to be very little need to change anything.
Economics: current forecasts look about right. If…[Read more]
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Seth Golden posted an update 4 years ago
85% upside day gives us back-to-back 80% upside days and counters negative implications of last Monday’s 90% downside day. Percent of stocks trading above 50-DMA has moved back above 50% as of Tuesday. -
Seth Golden posted an update 4 years ago
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Seth Golden posted an update 4 years ago
JPM: Election Wildcards -
Seth Golden posted an update 4 years ago
BofA Global Research Q3 2020 AMZN Preview -
Seth Golden posted an update 4 years ago
JPM maintains 3,600 price target -
Seth Golden posted an update 4 years ago
When $SPX kicks off the trading week declining between -1.5% to -3%, what’s the rest of the week looked like?
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Seth Golden posted an update 4 years ago
in the graphic below we normalized all the VIX readings from 1992-2016, with the exception of 2008, which just happened to fall at the height of the Great Recession, so the 2008 data is excluded, as it would otherwise skew the results. -
Seth Golden posted an update 4 years ago
Finom Group completed trades since May 2020 -
Seth Golden posted an update 4 years ago
According to Nomura, trend-chasing CTAs seem to still be gradually accumulating long positions in US equity futures. Although they are likely to be drawn into more… -
Seth Golden posted an update 4 years ago
Goldman: Demand for VIX puts has accelerated ahead of election -
Seth Golden posted an update 4 years ago
On this day in 2001, the iPod was launched and revolutionized music and information technology’s history -
Seth Golden posted an update 4 years ago
Goldman Sachs: Still very long, but not as long as just a few weeks ago. Just shaving, or a start of a significant sector-rotation?
“After significant long buying in September and early October, hedge funds have started to sell FAAMG again Collectively as a group, FAAMG has been net sold in five of the past six days (8 of the past 10) on the GS…[Read more]
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