@sianna
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Seth Golden posted an update 4 years, 8 months ago
J.P. Morgan: “There are major question marks about why Italy is the only western country where the virus is spreading despite the major precautionary that had been p… -
Seth Golden and
Nihar are now friends 4 years, 8 months ago
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Seth Golden and
Mario G. are now friends 4 years, 8 months ago
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Hi, is it possible to take a look into the trade room before paying the subscription? I’d like to know first how is it. Thanks
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Hi Mario, best I can offer is our ongoing Contributor membership promotion that comes with a 2-day pass to the Trading Room
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Seth Golden posted an update 4 years, 8 months ago
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Seth Golden posted an update 4 years, 8 months ago
5 major findings: 1) understanding of virus. Experts studied 104 strains from different places and found they were 99.9% similar in origin. So experts believe there is no significant mutation. Ave age 51. 80% of patients 30-65. In confirmed cases, 78% from Hubei as of Feb 22…
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Seth Golden posted an update 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
China liquidity measures since the Lunar New Year -
Seth Golden and
chris young are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
US Economic data continues to come in strong, as JPM’s Economic Data Surprise Index is at a recent peak. -
Seth Golden posted an update 4 years, 9 months ago
Depsite the major averages dropping today, breadth was pretty good. -
Seth Golden posted an update 4 years, 9 months ago
Morgan Stanley: Macro and micro data suggest production activities are resuming at a slow pace in China, reaching 60-80% of normal levels by end Feb and normalizing only… -
Seth Golden posted an update 4 years, 9 months ago
National air quality data from what should be Wednesday’s morning rush hour, where on a typical day much of the country would be coded red for “Unhealthy”. Inste… -
Seth Golden replied to the topic Morgan Stanley Positive in the forum Apple Inc. (AAPL) 4 years, 9 months ago
MS on AAPL warning: leave FY20 / FY21 and PT unchanged
Analyst wants to buy any immediate weakness in the stock.“…we assume Apple ends the March quarter with three weeks of iPhone channel inventory versus the normal six weeks, representing a $7.5B revenue shortfall in the quarter. To be conservative, we assume 80% of the channel inventory…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
Bernstein: A question we are asked on a daily basis is ‘Why aren’t markets selling off more?’ Economic growth in China and throughout much of Asia will be close to or be… -
Seth Golden posted an update 4 years, 9 months ago
Apple Inc. became the first major U.S. company to say it won’t meet its revenue projections for the current quarter due to the coronavirus outbreak, which it said had limited iPhone production for worldwide sales and curtailed demand for its products in China.
Apple had projected record revenue for the current quarter of between $63 billion and $…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
Was up 66+ now up 34+ -
Seth Golden and
mtp808 are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
JPM: “Our insurance team is now considering shifting the timeline forward and assuming the number of confirmed cases will peak at around 90k in late February, yet the risk of prolonged epidemics in the next few months should not be ignored” -
Seth Golden posted an update 4 years, 9 months ago
Goldman Sachs: Hedge fund gross and nets increased last week to reach:
1. Gross leverage of Equity L/S funds: 85th percentile one-year
2. Nets of L/S: 97th percentile
3. Gross leverage of the overall GS PB book: 98th percentile
4. Net leverage of overall book: 93rd percentile
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Seth Golden posted an update 4 years, 9 months ago
Just 15 days till Super Tuesday - Load More
Nihar
Mario G.
chris young
mtp808
