@scottzman
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Seth Golden posted an update 2 years, 9 months ago
J.P. Morgan:Recessions still unlikely:
🔹More gains in earnings
🔹Bottoming in China activity
🔹Fed not to turn ever more hawkish
🔹Oil rose 238% entering 1974 & 198%… -
Seth Golden posted an update 2 years, 9 months ago
Years that start off bearish tend to end off bullish.
In the last 10 years when the S&P 500 was negative through Feb, 7 of them ended the year positive (70%). The only… -
Seth Golden posted an update 2 years, 9 months ago
Fundstrat:
10 of 10 times the S&P 500 higher 12 months later
– 8 of 10 times the S&P 500 higher 6 months later
– average gain 35.2% and 16.8%, respectively -
Seth Golden posted an update 2 years, 9 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… -
Seth Golden and
Mila are now friends 2 years, 9 months ago
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Seth Golden posted an update 2 years, 10 months ago
S&P 500 performance post SOTU’s since 2001 -
Seth Golden posted an update 2 years, 10 months ago
From Michael Antonelli! -
Seth Golden and
Danny Matos are now friends 2 years, 10 months ago
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Seth Golden posted an update 2 years, 10 months ago
Fundstrat’s Mark Newton -
Seth Golden posted an update 2 years, 10 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 and
hashamkhan are now friends 2 years, 10 months ago
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Seth Golden posted an update 2 years, 10 months ago
J.P. Morgan on Russia/Ukraine/Fed -
Seth Golden posted an update 2 years, 10 months ago
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Seth Golden and
jassimraja are now friends 2 years, 10 months ago
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Seth Golden posted an update 2 years, 10 months ago
J.P. Morgan’s Kolanovic: Macro Outlook -
Seth Golden posted an update 2 years, 10 months ago
How has the market performed around wars/conflicts? -
Seth Golden and
josephzaiser are now friends 2 years, 10 months ago
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Seth Golden posted an update 2 years, 10 months ago
Morgan Stanley’s Mike Wilson and company: -
Seth Golden posted an update 2 years, 10 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 and
geobat68@gmail.com are now friends 2 years, 10 months ago
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Mila
Danny Matos
hashamkhan
jassimraja
josephzaiser
