Activity – Seth Golden

Seth Golden posted an update 3 years, 7 months ago

FANG just about back to the highs

Screen Shot 2021-03-25 at 5.20.44 AM

Seth Golden posted an update 3 years, 7 months 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…

Screen Shot 2021-03-22 at 3.55.02 AM

[Read more]

Seth Golden posted an update 3 years, 8 months ago

Fed speakers this week

Screen Shot 2021-03-21 at 12.14.51 PM

Seth Golden posted an update 3 years, 8 months 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,…

Screen Shot 2021-03-20 at 7.11.38 PM

[Read more]

Seth Golden posted an update 3 years, 8 months ago

About 3% above 2009-2010 analogue presently

Screen Shot 2021-03-20 at 7.48.03 AM

Seth Golden posted an update 3 years, 8 months ago

1998-2000 Nasdaq analogue updated

Screen Shot 2021-03-19 at 6.47.00 AM

Seth Golden posted an update 3 years, 8 months ago

Sneak peek at today’s SOTM recording:

Screen Shot 2021-03-18 at 5.27.24 AM

Seth Golden posted an update 3 years, 8 months ago

Morgan Stanley global report. Copy link: file:///Users/sethgolden/Downloads/GLOBAL_20210316_0000.pdf

Seth Golden posted an update 3 years, 8 months ago

Continued earnings revision evolution

Screen Shot 2021-03-16 at 7.43.52 AM

Seth Golden posted an update 3 years, 8 months 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)”

Screen Shot 2021-03-15 at 6.21.08 AM

Seth Golden posted an update 3 years, 8 months ago

Nasdaq positioning is actually pretty light:

Screen Shot 2021-03-15 at 6.00.51 AM

Seth Golden posted an update 3 years, 8 months 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…