@teppei
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Seth Golden posted an update 3 years, 12 months ago
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Seth Golden posted an update 3 years, 12 months ago
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Seth Golden posted an update 4 years ago
To start November, systematic strategies were running $240 billion worth of long exposure compared to a max long of $530 billion of exposure in February, so plenty of scope to add. During the middle of November, it was forecasted approximately $12B billion worth of systematic buying per day with the VIX ending November at 20.57, its lowest close…[Read more]
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Seth Golden posted an update 4 years ago
OUCH!! The JPM Chase sample of 30mm Chase debit and credit card holders saw a 19% YoY fall in their Black Friday spending. The data shows a shift to online spending,… -
Seth Golden and
dasbof are now friends 4 years ago
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Seth Golden posted an update 4 years ago
This is an important development. Global stocks have been in a bear market since Jan 2018. When a breakout like this occurs… anticipate a retest before more upside,… -
Seth Golden posted an update 4 years ago
According to Pay with GasBuddy data, gasoline demand last week (Sun-Sat) was down 7.3% from the prior week. -
Seth Golden and
Kris Price are now friends 4 years ago
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Seth Golden posted an update 4 years ago
Goldman Sachs Economic Outlook: -
Seth Golden posted an update 4 years ago
J.P. Morgan: -
Seth Golden posted an update 4 years ago
Seth Golden: -
Seth Golden posted an update 4 years ago
Morgan STanley’s Mike Wilson -
Seth Golden posted an update 4 years ago
Goldman Sachs’ economic forecast -
Seth Golden posted an update 4 years ago
From 2014-2018 Janet Yellen as Fed Chair, SPX up 58% over this time period. -
Seth Golden and
Hardeep Mangat are now friends 4 years ago
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Seth Golden posted an update 4 years ago
Roughly $62/points weekly expected move for S&P 500 -
Seth Golden posted an update 4 years ago
Goldman Sachs: “Additional fiscal support still looks likely but Congress has made virtually no progress since the election. With Congress now on Thanksgiving recess this further reduces the odds that Congress will pass major COVID relief legislation in December. Instead, it looks more likely that Congress will add provisions to the spending bill…[Read more]
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Seth Golden posted an update 4 years ago
Michael Cembalest of J.P. Morgan -
Seth Golden posted an update 4 years ago
Hedge fund positioning rather extreme -
Seth Golden posted an update 4 years ago
Stocks trading above their 200-DMA has continued to climb. Forward looking returns when greater than 85% of stocks above 200-DMA - Load More
dasbof
Kris Price
Hardeep Mangat
