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Seth Golden posted an update 4 years, 3 months ago
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Seth Golden posted an update 4 years, 3 months ago
JPM: “The S&P 500 Index scores another pattern breakout similar to mid-May. Positive trend dynamics stay in gear while above the 3200-3225 chart inflection, 3123 Apr-Jun… -
Seth Golden posted an update 4 years, 3 months ago
Poor breadth in a green tape ‘seems’ ominous. On short-term basis, when S&P500 climbs at least 0.50% while the # of declining issues on the NYSE is than the # of… -
Seth Golden posted an update 4 years, 3 months ago
MS Mike Wilson: Summing It Up: 2020≠ 1999
Going back to the1999 analogy, today’s recessionary environment is very different from 1999 when the economy was booming and most companies were engaging in classic late-cycle behavior that entails excessive spending on capex, including technology goods. As a result, many of the largest tech companies w…[Read more] -
Seth Golden posted an update 4 years, 3 months ago
Thrasher Analytics: Volatility: We move this week into Vol expiration with spot VIX sitting just under 26 as of Friday. The elevated Vol curve is one of the reasons inst’l investors have been kept out of this market due to risk management protocols. The Volatility of VIX (VVIX) began to move higher late-last week and several of the inputs of the V…[Read more]
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Seth Golden and BlakePeter7 are now friends 4 years, 3 months ago
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Seth Golden posted an update 4 years, 3 months ago
Covid cases declining… timberrrrrrrr!! -
Seth Golden posted an update 4 years, 4 months ago
J.P. Morgan: Growth versus virus now, vaccine versus virus later –an update on a conflict and a hope -
Seth Golden and Joel Barkasy are now friends 4 years, 4 months ago
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Seth Golden posted an update 4 years, 4 months ago
Here’s what we have in the works to combat and overcome the pandemic -
Seth Golden and Andrew Ambrozic are now friends 4 years, 4 months ago
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Seth Golden posted an update 4 years, 4 months ago
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Seth Golden posted an update 4 years, 4 months ago
The 2009 bear-to-new bull market analogue remains highly engaged. Consolidation from June 11-July 17 remains in tact w/new bull market highs achieved on July 16 and continuation of the rally with new higher highs thereafter. -
Seth Golden posted an update 4 years, 4 months ago
JPM notes that VIX has spent almost 100 days days in high vol regime since the Corona crisis according to their VIX HMM model. The 2008 crisis had the VIX spend 329 days… -
Seth Golden posted an update 4 years, 4 months ago
No guarantees and we urge a flexible, unbiased approach to markets, but… -
Seth Golden posted an update 4 years, 4 months ago
Bottom line, Lee says, is that a combination of stocks near their highs and cautious positioning means investors should stay overweight equities. And while earnings are… -
Seth Golden posted an update 4 years, 4 months ago
Given the California-related relockdown headlines yesterday, it may have gone under the radar Arizona #Covid cases are now falling! New cases 1,357 yesterday, compared… -
Seth Golden posted an update 4 years, 4 months ago
JPM estimates that passive and quant products represent over 60% of equity AUM in the US! Roughly $3 trillion rotating from active and value to passive and momentum strategies since the 2008 GFC. -
Seth Golden posted an update 4 years, 4 months ago
S&P 500 EPS to $115 (-30%) in 2020, they maintain 2021 EPS estimate of $170 (+48%), and introduce a 2022 EPS estimate of $188 (+11%). Should things turn down they see:… -
Seth Golden posted an update 4 years, 4 months ago
So here is the thing about 2001, per the Research Report: Back in 2001 the market never really hit a bottom signal given that the ATR and Williams % R neer hit above and… - Load More