Friends – Activity – rbfallon

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…

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Seth Golden posted an update 2 years, 8 months ago

S&P 500 performance post SOTU’s since 2001

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Seth Golden posted an update 2 years, 8 months ago

From Michael Antonelli!

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Seth Golden posted an update 2 years, 8 months ago

Fundstrat’s Mark Newton

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Seth Golden posted an update 2 years, 8 months ago

$QQQ: Last time both ATR and Williams %R (-.80+) were at extremes together, the bottom was in.

More, new and fresh turmoil may be need to find lower-lows. Otherwise, strong argument to be made for a bottom.

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Seth Golden posted an update 2 years, 8 months ago

J.P. Morgan on Russia/Ukraine/Fed

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Seth Golden posted an update 2 years, 8 months ago

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Seth Golden posted an update 2 years, 9 months ago

J.P. Morgan’s Kolanovic: Macro Outlook

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Seth Golden posted an update 2 years, 9 months ago

How has the market performed around wars/conflicts?

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Seth Golden posted an update 2 years, 9 months ago

Morgan Stanley’s Mike Wilson and company:

Seth Golden posted an update 2 years, 9 months ago

Where’s the “Fed Put”? Watch High Yield OAS.

Historically, only 7.5% of all Fed hikes have come when high yield credit spreads were at or above 400 basis points.

In…

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Seth Golden posted an update 2 years, 9 months ago

Goldman Sachs: “… there will be no hawkish surprises from the Fed, the Fed will be more dovish than expected; the conditions are in place for a large cover rally into and around the FED next week and when month-end new capital comes back into the equity markets, with corporates dry powder.”

Seth Golden posted an update 2 years, 9 months ago

Fundstrat Technical 2022 Outlook: Bull, Base, Bear cases

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winkelschleifer replied 2 years, 9 months ago
But you see the bottom at around 4300 $ , really? It sounds scary this Fundstrat outlook.
- Seth Golden replied 2 years, 9 months ago
  They are all opinions. Everyone offers an opinion based on how they perceive e the data
  - winkelschleifer replied 2 years, 9 months ago
    And you mention at one point the possibility of entering a cat 3 hurricane – would that resemble what Fundstrat is projecting? Or even worse?
    - Seth Golden replied 2 years, 9 months ago
      For Nasdaq that is now for S&P 500 imo around 4200. Keep in mind that Mark Newtons track record is not terribly favorable with broad market calls. Opinions are easy, managing investments not so much.
      - winkelschleifer replied 2 years, 9 months ago
        
        Thx, I get the idea now. I will have to wait very long indeed now with some stocks I own to get rid of them as I only ever want to sell in green.