@tnogradi
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Seth Golden started the topic Latest from JPM in the forum S&P 500 Analysts Notes 4 years, 9 months ago
JPM: looking through Corona – fundamental backdrop for equities is supportive – 7 reasons to buy
1 the Global PMI downturn that was in force over the past 18 months is likely ending2. Rising trade uncertainty during that time was a significant headwind, but the recent ceasefire should drive a bounce
3. current crisis pushes Chinese policymakers…[Read more]
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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
Gross leverage of the overall book decreased -0.6 pts to 244.6% (93rd percentile) and Net leverage decreased -2.5 pts to 69.5% (72nd percentile) -
Seth Golden and
Sandra salz are now friends 4 years, 9 months ago
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Seth Golden and
Pankesh Jariwala are now friends 4 years, 9 months ago
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Seth Golden posted an update 4 years, 9 months ago
Canaccord Genuity: The combination of better-than-expected Q4/19 EPS, strong credit, and an easy Fed makes it hard to be overly negative, while the still overbought tactical condition and unknown macro impact from the spreading coronavirus makes it difficult to be too positive. Indeed, these crosscurrents reinforce our decision to move to a…[Read more]
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Seth Golden posted an update 4 years, 9 months ago
Already a nice shift to the June FFF showing an increased probability for a rate cut in June. Needs to get to above 60% of course, but it’s heading there as of the present. -
Seth Golden and
rzssun are now friends 4 years, 9 months ago
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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
JPM iPhone installed base -
Seth Golden posted an update 4 years, 9 months ago
JPM: “We think global consumers are well positioned for an improvement in spending data this quarter after a weak gain in 4Q19. This path, however, might be disrupted by a shock to activity in China from the coronavirus outbreak” -
Seth Golden posted an update 4 years, 9 months ago
VIX’s RSI is above 75. When this happened before, VIX’s forward returns were HEAVILY bearish. VIX fell 96% of the time 1 week later. -
Seth Golden and
philmorris7 are now friends 4 years, 9 months ago
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Seth Golden and
MikeSans are now friends 4 years, 9 months ago -
Seth Golden posted an update 4 years, 9 months ago
ZIKA and story count vs. SPX -
Seth Golden and
Faisal Alkhamis are now friends 4 years, 9 months ago
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Seth Golden and
Robert Reincke are now friends 4 years, 9 months ago
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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
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Seth Golden posted an update 4 years, 9 months ago
$VIX avg. daily close 12.9 in 2020. Below historic mean, where both annual & just-January averages run 19.1. $SPX annual performance when January VIX average is… - Load More
Sandra salz
Pankesh Jariwala
rzssun
philmorris7
Faisal Alkhamis
Robert Reincke
