Friends – Activity – Guillermo Gomez

Seth Golden posted an update 4 years, 3 months ago

July Personal income is up $900B (at annual rate) vs. Feb. How? Here are the major components:
economy: down $1T
CARES + UI: up $1.8T
Fiscal support propping things up. As it fades, will we start to see the damage from loss of jobs and income.

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Seth Golden posted an update 4 years, 3 months ago

Annual correction stats with 5% corrections highlight in 2020 SPX chart

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Seth Golden posted an update 4 years, 3 months ago

Weekly SPX expected move for the coming week is ~$49/points

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Seth Golden posted an update 4 years, 3 months ago

Stocks up April, May, June, July and August. What’s next?

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Seth Golden posted an update 4 years, 3 months ago

Fed’s POMO schedule (Permanent Open Market Operations) QE

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Seth Golden posted an update 4 years, 3 months ago

Goldman Sachs: Weaker dollar good for global growth

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Seth Golden posted an update 4 years, 3 months ago

VIX:SPX first positive correlation since January. Hedging activity then, as folks believed market would roll over, same as the present day.

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Seth Golden posted an update 4 years, 3 months ago

•Senate Republicans released a skinny plan last week:

$300 enhanced UI
$158B for PPP firms w/ loss of 35% YoY Rev. Liability
protections
$105B for schools
$29B for COVID vacs/drug/dist
$16B testing/tracing
$10B in debt relief USPS

Seth Golden posted an update 4 years, 3 months ago

Watch the evolution of sector weighting since 1990

Seth Golden posted an update 4 years, 3 months ago

“Second #Covid Wave Continues to Ease, but Victory Still a Long Way Off”

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Seth Golden posted an update 4 years, 3 months ago

JPM: SPX loses momentum surpassing 3393 Feb peak & approaches May channel trendline resistance 3448. Even if SPX sees shortterm setback, we dont see any sign of a…