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Seth Golden posted an update 5 years, 3 months ago
Our most recent short trade on shares of Macy’s (M) worked nicely. Subscribe today and trade with us! -
Seth Golden replied to the topic MN upgrades with $210 price target in the forum Facebook (FB) 5 years, 3 months ago
Morgan Stanley ups PT to $235 and JPM ups PT to $255
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Seth Golden started the topic Bernstein on Netflix "just a blip" in the forum FANG Stock Headlines & Happenings 5 years, 3 months ago
Bernstein analyst is out making the case that NFLX Q2 was a blip in the LT growth trajectory as opposed to something more structural.
1. sub growth through double-digit price increase shows strength in absolute
2. churn is returning to pre-pricing levels
3. 2H guide is strong, and think Mgmt. is wise enough to not outline huge expectations for…[Read more]
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Seth Golden posted an update 5 years, 3 months ago
J.P. Morgan on the housing data -
Seth Golden posted an update 5 years, 3 months ago
Richmond Fed manufacturing index -
Seth Golden posted an update 5 years, 3 months ago
Our $KO trade from earlier this years has delivered a 10%+ profit. Subscribe to our Premium Membership and receive our trade and investment ideas daily/weekly! -
Seth Golden posted a new activity comment 5 years, 3 months ago
Thank you very much Elizabeth! -
Seth Golden posted an update 5 years, 3 months ago
Raising guidance:
* Whirlpool
* Coca-Cola
* United Technologies
* Biogen
* Lockheed Martin -
Seth Golden posted an update 5 years, 3 months ago
The S&P 500 $SPX has just gone 12 straight days without a single +0.5% daily return for the first time in 2019. It did the same thing 3 times (excluding overlaps) in 2018, though. -
Seth Golden started the topic Morgan Stanley Positive in the forum Apple Inc. (AAPL) 5 years, 3 months ago
MORGAN STANLEY: “.. low expectations for Sept. quarter suggesting a positive setup into earnings. We see multiple catalysts beyond earnings that make Apple a top pick into year end. Remain OW with updated $247 PT (from $231).” (Huberty)
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Seth Golden replied to the topic JPM on Monday post trade truce markets in the forum S&P 500 Analysts Notes 5 years, 3 months ago
Mislav arguing eloquently for why stocks will sail through Q2 earnings….
1) The hurdle rate is down, similar to the dynamics of past quarters. For Q2, S&P500 EPS growth projections have come down from +5% at the start of the year to -2% currently. Eurozone has seen the reduction in 2019 EPS growth projections from +9.2% in January to 3.5%…[Read more]
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Seth Golden replied to the topic Hedging TVIX short position in the forum UVXY, TVIX, VXX, XIV, SVXY, VIXY, VMAX, VMIN 5 years, 3 months ago
Unless you get assigned early for whatever reason, depending on your brokerage. Wayne does use spreads in the Trading Room, but it’s not something I’m comfortable using.
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Seth Golden replied to the topic Hedging TVIX short position in the forum UVXY, TVIX, VXX, XIV, SVXY, VIXY, VMAX, VMIN 5 years, 3 months ago
On a $100k account $20-$30k at the high end. But the way one goes about acquiring that position reduces the risk. In other words, we don’t go out tomorrow and acquire up to $30k of UVXY/TVIX/VXX. We have to identify what Volatility regime we are in and will possibly be in over the next 6 months. Then we start scalping trades. Short day 200 s…[Read more]
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Seth Golden posted an update 5 years, 3 months ago
CITI: “.. we change our Fed call to expecting a 50bp cut in July, .. and keep an open mind about further easing later in the year. We had previously long expected the Fed to cut by 25bp in July and another 25bp in September, ..”
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Seth Golden posted an update 5 years, 3 months ago
Wow, huge move today in Fed Fund Futures after Williams and Clarida comments -
Seth Golden and Nelly N. are now friends 5 years, 3 months ago
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Seth Golden replied to the topic Prime Day July 15 & 16 this year in the forum Amazon Retail 5 years, 3 months ago
AMZN vs RETAIL
1. Amazon captured the bulk of online spending during the first 24 hours of its Prime Day event2. online shoppers spent more than 10 times as much money on Amazon in the first day than they did on Walmart and EBay combined, according to e-commerce Edison Trends.
3. Sales in the first 24 hours were up 53% compared to the same…[Read more]
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Seth Golden replied to the topic JPM on Monday post trade truce markets in the forum S&P 500 Analysts Notes 5 years, 3 months ago
By JPM Market Intelligence team
1) monetary expectations – If the big upcoming decisions (ECB on 7/25 and/or the FOMC on 7/31) were to disappoint, the multiple expansion process could stall (or reverse)
2) earnings – the earnings risks have actually declined a bit in the last few days. Loan growth is one of the best proxies of underlying eco…[Read more]
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Seth Golden posted an update 5 years, 3 months ago
Barclays on the banks: Banks had a tough time ytd but have performed better recently along with the broader Value space. The stabilisation in Eurozone PMI and bond yields is helpful, as is the compression in spreads. Combined with depressed valuations and bearish positioning, it could lead to further short-covering, but we advise not to get…[Read more]
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Seth Golden and Marcus Schatte are now friends 5 years, 3 months ago
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