-
Seth Golden posted a new activity comment 4 years, 6 months ago
It won’t be an easy road back, but it never is and in the moment it will seem like forever. But 2-3 years from now it will appear as a blip on the economy and markets, it always ends up playing out that way, regardless of the causation and steepness of the fall. -
Seth Golden posted a new activity comment 4 years, 6 months ago
@rr5960 thank you! Glad you find them informative and value-added! -
Seth Golden posted an update 4 years, 6 months ago
-
Seth Golden and stephen are now friends 4 years, 6 months ago
-
Seth Golden posted an update 4 years, 6 months ago
Goldman Sachs: If the month of April were to end on 4/15, US equities on the GS Prime book would have seen the largest monthly $ net selling since Aug ’16 (-1.6 SDs vs. the past five years). All 11 US sectors have been net sold MTD, led by Cyclical sectors
-
Seth Golden posted an update 4 years, 6 months ago
-
Seth Golden posted an update 4 years, 6 months ago
Nomura: As we have been explaining over the past weeks, the crash caught 99.9% off guard. The squeeze that followed made it even worse as so many puked the lows and want… -
Seth Golden posted an update 4 years, 6 months ago
Gap in TNX:SPX has widened -
Seth Golden posted an update 4 years, 6 months ago
-
Seth Golden and President CEO are now friends 4 years, 6 months ago
-
Harpreet Malhi and Seth Golden are now friends 4 years, 6 months ago
-
Seth Golden posted an update 4 years, 6 months ago
Option markets are pricing an unprecedented 13.3% implied earnings-day move for the average stock in the S&P 500 this quarter -
Seth Golden posted an update 4 years, 6 months ago
Hatzius: “On a year-on-year basis, our forecast for US growth shows -11% in Q2, -8% in Q3, and -5% in Q4, which clearly qualifies as U-shaped. On a quarter-on-quarter annualized basis, however, this same forecast shows -34% in Q2, +19% in Q3, and +12% in Q4, which looks rather V-shaped. Thus, our forecast is one in which the economy recovers only…[Read more]
-
Seth Golden posted an update 4 years, 6 months ago
JPM technical analyst: “This leg of the S&P 500 Index rebound shows initial signs of rally deceleration as it meets resistance levels between 2750 and 2850. We will see… -
Seth Golden posted an update 4 years, 6 months ago
Italy corona at 3 week low
7-day average of new COVID-19 cases at lowest level in more than 3 weeks… -
Seth Golden posted an update 4 years, 6 months ago
BofAML FMS survey indicates U-shaped recovery -
Seth Golden posted an update 4 years, 6 months ago
Marko Kolanovic: Investor positioning remains light. Hedge funds are positioned defensively with an equity beta in the ~10th %tile, and systematic investors’ exposure is near the bottom of its historical range. CTAs would be covering shorts / buying long if the S&P 500 reaches ~2900. Volatility-targeting funds will start adding equities as v…[Read more]
-
Seth Golden and apnt81 are now friends 4 years, 6 months ago
-
Seth Golden and bernard van zutphen are now friends 4 years, 6 months ago
-
Seth Golden posted an update 4 years, 6 months ago
Gilead remdesivir update - Load More