Friends – Activity – mark forester

Seth Golden posted an update 3 years, 8 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…

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Seth Golden posted an update 3 years, 8 months ago

Fed speakers this week

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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,…

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Seth Golden posted an update 3 years, 8 months ago

About 3% above 2009-2010 analogue presently

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Seth Golden posted an update 3 years, 8 months ago

1998-2000 Nasdaq analogue updated

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Seth Golden posted an update 3 years, 8 months ago

Sneak peek at today’s SOTM recording:

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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

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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)”

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Seth Golden posted an update 3 years, 8 months ago

Nasdaq positioning is actually pretty light:

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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…

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Seth Golden posted an update 3 years, 8 months ago

J.P. Morgan

Seth Golden posted an update 3 years, 8 months ago

BofA Global Research: Price targets for e-commerce retailers

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Seth Golden posted an update 3 years, 8 months ago

WWII Federal Reserve implemented YCC or capped rates. Here is what the S&P 500 did in April 1942-forward

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Seth Golden posted an update 3 years, 8 months ago

Yield curve controls

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Seth Golden posted an update 3 years, 8 months ago

When the normally weak month of February gains >2.5% for the S&P 500 (like ’21) then March is quite strong.

Since ’50?

Lower twice.

Flat 3 times. Higher the other 13 times.

Seth Golden posted an update 3 years, 8 months ago

Goldman Sachs: Boost to economic growth and inflation expectations = rising yields

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Seth Golden posted an update 3 years, 8 months ago

On Thursday, when the S&P 500 index saw a market decline of more than 2%, the S&P 500 ETFs SPY, VOO and IVV still saw inflows of greater than $1 billion. (Troy…

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Seth Golden posted an update 3 years, 8 months ago

Goldman Sachs latest views:

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Seth Golden posted an update 3 years, 8 months ago

According to Goldman’s Prime Brokerga in the US we’ve seen the “largest $ net selling since Jan 27th (-2.0 standard deviations) driven by short sales in Macro Products…Macro Products have been net sold in 9 of the past 10 trading days… ETF shorts have increased +9% week/week (+25% YTD) and now make up 21.4% of the non-Index US short book, the…[Read more]