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Seth Golden posted an update 5 years, 5 months ago
Latest smartphone shipment and marketshare data from Q1 2019 via IDC https://www.idc.com/getdoc.jsp?containerId=prUS45042319 -
Seth Golden started the topic Digital Ad Spending to slow in 2019 in the forum Twitter (TWTR) 5 years, 5 months ago
Three-quarters of internet ad spending went to the top 10 ad-selling companies, according to a new Interactive Advertising Bureau report.
The IAB doesn’t name the companies, but eMarketer had projected Google (GOOG -1.1%)(GOOGL -1.2%) to hold 37% of the U.S. digital ad revenue by year’s end while Facebook (FB -1.6%) grabs 22%, and Amazon comes in…[Read more]
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Jon Godwin and Seth Golden are now friends 5 years, 5 months ago
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Seth Golden posted an update 5 years, 5 months ago
Looks like either a tough negotiating tactic or a deal will not be reached. Either way, even a suggestion that tariffs might go up will deter business spending and the market will likely take a hit https://www.cnbc.com/2019/05/05/trump-says-tariffs-on-200-billion-of-chinese-goods-will-increase-to-25percent-on-friday.html -
Seth Golden posted an update 5 years, 5 months ago
Census Hiring could produce unusually strong NFP -
Seth Golden posted an update 5 years, 5 months ago
Still not enough fuel for another $VIX-plosion like we saw in Feb 2018, long ways to go. -
Seth Golden posted an update 5 years, 5 months ago
Projected QT for May 2019 ~$32.7Bn. But US Treasury is on track to release $120Bn to banks during the same period. -
Seth Golden posted an update 5 years, 6 months ago
Today’s trade alert proved profitable as we continue to short he VIX spikes, even the mini spikes -
Seth Golden replied to the topic Hedging TVIX short position in the forum UVXY, TVIX, VXX, XIV, SVXY, VIXY, VMAX, VMIN 5 years, 6 months ago
@minthemouse I don’t recall exact prices but I think the after hours was very severe. There was also a sever indicative value gap in each instrument going into the final 20 minutes which I do recall.
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Seth Golden posted an update 5 years, 6 months ago
Look at VIX futures term structure at the closing bell with m1 contango above 8%, roll yield around 1.30. 20 calendar days left in the m1 futures cycle. -
Seth Golden started the topic Zuckerberg Outlines Privacy Strategy in the forum Facebook (FB) 5 years, 6 months ago
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Seth Golden started the topic Wells Fargo ups 2019 S&P 500 Target in the forum S&P 500 Analysts Notes 5 years, 6 months ago
Wells Fargo ups year-end S&P target to 3088, from 2665.
“We wanted to see a catalyst for Financials. .. If we’re right and the reflation trade is underway, we now have that catalyst. .. As a result, we got off our duff and officially pushed our SPX target higher.”
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Seth Golden posted an update 5 years, 6 months ago
This Week: Do You Make Up Market Narratives?
We know the media pundits do it, but do you too sometimes make up false market narratives? And is it impacting your trades?As pondered in this week’s WTWA, why has the market been so quiet? Specifically, after an ugly fourth quarter, followed by a powerful first quarter, it seems the market has been a…[Read more]
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Seth Golden posted an update 5 years, 6 months ago
Mnuchin: Trade talks in final laps https://www.cnbc.com/2019/04/29/us-china-trade-talks-are-in-the-final-laps-steven-mnuchin-tells-nyt.html
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Seth Golden started the topic Barclay's Upgrades to Overweight From Equalweight in the forum Target (TGT) 5 years, 6 months ago
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Seth Golden posted an update 5 years, 6 months ago
Finom Group YTD Trade Alerts completed: -
Seth Golden started the topic What Amazon Gets From Partnership w/Kohl's in the forum Amazon Retail 5 years, 6 months ago
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Seth Golden posted an update 5 years, 6 months ago
From Goldman Sachs today on Q1 GDP:
We boosted our Q1 GDP forecast by two tenths to +2.6% (qoq ar) ahead of tomorrow’s advance release, reflecting the firm pace of durable inventory growth and the surprising rebound in commercial aircraft shipments in March.
emphasis added
Friday:
• At 8:30 AM ET, Gross Domestic Product, 1st quarter 2019 (Ad…[Read more] -
Seth Golden and Kasamatema Roishari are now friends 5 years, 6 months ago
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Seth Golden posted an update 5 years, 6 months ago
The term structure screenshot presented compares steepness of the slope in Dec. 2017 to that of today, identifying how flat the curve is today with respect to 2017. Fed tightening cycle produced higher VOL regime. - Load More