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Seth Golden posted an update 4 years ago
Goldman Sachs on yields
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Seth Golden and Floorguy7 are now friends 4 years ago
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Seth Golden and onthesidexx are now friends 4 years ago
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Seth Golden posted an update 4 years ago
FANG just about back to the highs
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Seth Golden and Harry P. Singh are now friends 4 years ago
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Seth Golden posted an update 4 years ago
For Q1 2021, analysts are projecting earnings growth of 22.6% and revenue growth of 6.2%.
For Q2 2021, analysts are projecting earnings growth of 51.2% and revenue growth of 16.5%.
For Q3 2021, analysts are projecting earnings growth of 17.8% and revenue growth of 10.0%.
For Q4 2021, analysts are projecting earnings growth of 13.8% and…[Read more] -
Seth Golden posted an update 4 years ago
Fed speakers this week
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Seth Golden posted an update 4 years ago
Amazon
E-commerce giant Amazon was deemed a “Fresh Pick” by Baird analyst Colin Sebastian. As such, the top analyst reiterated a Buy rating and price target of $4,000. Wall Street wholeheartedly agrees, with 30 other top analysts also rating the stock a Buy.“With the market current focusing on rotation to value, interest rates, reope…[Read more]
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Seth Golden posted an update 4 years ago
About 3% above 2009-2010 analogue presently
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Seth Golden posted an update 4 years ago
1998-2000 Nasdaq analogue updated
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Seth Golden posted an update 4 years ago
Sneak peek at today’s SOTM recording:
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Seth Golden posted an update 4 years ago
Morgan Stanley global report. Copy link: file:///Users/sethgolden/Downloads/GLOBAL_20210316_0000.pdf
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Seth Golden posted an update 4 years ago
Continued earnings revision evolution
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Seth Golden posted an update 4 years ago
“In light of larger fiscal package just enacted, we now expect slightly higher GDP growth of +6% / +11% / +8.5% / +6.5% in 2021Q1-Q4 which implies +7.0% in 2021 on a full-year basis (vs. +5.5% cons) and +8.0% on a Q4/Q4 basis (vs. +6.0% cons)”
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Seth Golden posted an update 4 years ago
Nasdaq positioning is actually pretty light:
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Seth Golden posted an update 4 years ago
4) What level of interest rates stresses the economy
and Equities? Interest rates always rise to some degree asthe economy revives, but the risk of a negative feedback
loop from higher financing costs to slower growth due to too much leverage isn’t even relevant when real rates are
negative. Indeed, business cycles don’t end until real rat…[Read more] -
Seth Golden posted an update 4 years ago
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Seth Golden posted an update 4 years ago
BofA Global Research: Price targets for e-commerce retailers
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Seth Golden posted an update 4 years ago
WWII Federal Reserve implemented YCC or capped rates. Here is what the S&P 500 did in April 1942-forward
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Seth Golden posted an update 4 years ago
Yield curve controls
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