@sguilkey
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Seth Golden started the topic JPM Weighs in on iPhone Tariff Impact in the forum Apple Inc. (AAPL) 5 years, 6 months ago
JPMORGAN: “We estimate, based on a 37% gross margin assumption for iPhones, that Apple would need to take as much as 14% price increase on iPhones to pass on the higher costs as a result of potential expansion of tariffs.” https://www.cnbc.com/2019/05/14/apple-would-need-to-raise-iphone-prices-significantly-to-offset-new-tariffs-analysts-say.html?_…[Read more]
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Seth Golden posted an update 5 years, 6 months ago
STRATEGAS on today’s bounce: “A few of our tactical indicators are getting closer to the go zone, but as a package, they’re not quite there yet. S&P 20-day lows expanded to 44% yesterday,.. short of the 50% to 60% threshold that is often seen near tradeable bottoms.”
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Seth Golden started the topic Wal-Mart adds 1-day Shipping in the forum State of Retail in U.S. 5 years, 6 months ago
Walmart (NYSE:WMT) is firing back against Amazon (NASDAQ:AMZN), which on April 25 promised one-day delivery for all Prime members and announced it would spend $800M toward the shipping goal in the second quarter alone.
Walmart’s service will begin in Phoenix, Las Vegas and Southern California, with expansion plans of reaching roughly 75% of…[Read more]
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Seth Golden posted an update 5 years, 6 months ago
Coca-Cola (KO) Upgraded by Morgan Stanley https://seekingalpha.com/news/3463312-coca-cola-plus-1_3-percent-morgan-stanley-upgrade
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Seth Golden posted an update 5 years, 6 months ago
We have a little over 1% backwardation in m2. M1 is of little consequence with only 7 calendar days remaining in the VIX futures cycle for m1. The negative roll yield higher assumes more backwardation will build unless the VIX falters over the course of the next 7 days -
Seth Golden started the topic CEO Temares Steps down in the forum Bed Bath & Beyond (BBBY) 5 years, 6 months ago
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Seth Golden posted an update 5 years, 6 months ago
Responding to the latest developments, Credit Suisse South Asia CIO, Ray Farris, said “Our core view is that a deal is still more likely than not, but that following this tariff rate increase it may take some more time” adding that the “resulting market volatility is likely to provide buying opportunities in U.S. and Chinese equities and credit,…[Read more]
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Seth Golden posted an update 5 years, 6 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, 6 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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Seth Golden posted an update 5 years, 6 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, 6 months ago
Census Hiring could produce unusually strong NFP -
Seth Golden posted an update 5 years, 6 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, 6 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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