@tnogradi
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Seth Golden posted an update 4 years, 11 months ago
Back Above 50: The Morgan Stanley Business Conditions Index (MSBCI) rose four points in December to 52, the first time the index has been above 50 since July…. -
Seth Golden and
clemeric are now friends 4 years, 11 months ago
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Seth Golden and
davidemaino are now friends 4 years, 11 months ago
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Seth Golden posted an update 4 years, 11 months ago
This week’s completed trades from our Trade Alert service! -
Seth Golden and
Dave Gustafson are now friends 4 years, 11 months ago
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Seth Golden and
Ari ibra are now friends 4 years, 11 months ago
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Seth Golden posted an update 4 years, 11 months ago
S&P 500 futures visiting highs of the long bull channel. Is it going to be time to curtail the long positions? -
Seth Golden started the topic Credit Suisse on Q4 shipments in the forum Apple Inc. (AAPL) 4 years, 11 months ago
CREDIT SUISSE: “We recognize monthly data can be volatile and the shift in launch timing vs. last year is likely skewing y/y compares; however, the drop in November marks the second straight double digit decline (-10.3% y/y in Oct) ..”
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Seth Golden posted an update 4 years, 11 months ago
ML: History suggests a bullish setup for the S&P 500 in 2020 -
Seth Golden posted an update 4 years, 11 months ago
GS: The Risks to Growth from Trade Policy Are Mostly Tilted to the Downside -
Seth Golden posted an update 4 years, 11 months ago
GOLDMAN: “.. since 2010, Casual Dining traffic has declined every quarter by 2% on average despite a strong consumer spending backdrop ..” -
Seth Golden posted an update 4 years, 11 months ago
A few shifts have occurred over the last month that tilt the risks more towards equity supply than equity demand for the next few weeks.
1) An aging population means more investors need to take Required Minimum Distributions from retirement products (starting at age 70 ½ investors need to take withdrawals from tax advantaged retirement plans).…[Read more]
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Seth Golden posted an update 4 years, 11 months ago
chart: Existing Buyback Program Capacity Near Record HighsPE dry powder + buyback dry powder + fund flow reversal……= tsunami of capital coming into equities 2020?
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Seth Golden posted an update 4 years, 11 months ago
JPM: the buyback bid will be alive and very healthy in 2020
S&P 500 companies should execute another ~$750b in buyback programs next year (compared to $750bn this year) -
Seth Golden posted an update 4 years, 11 months ago
Inventory Restocking -
Seth Golden posted an update 4 years, 11 months ago
Bernstein raises oil price forecasts: “remain confident the stocks will reconnect…”
1. Our 2020 forecast moves to $68/bbl from $71/bbl, 2021 to $71/bbl from $72/bbl,… -
Seth Golden and
sbs2458 are now friends 4 years, 11 months ago
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Seth Golden replied to the topic J.P. Morgan's Matejka sees significant new highs ahead in the forum S&P 500 Analysts Notes 4 years, 11 months ago
1) Our call remains that one should not expect a US recession over the next year. The Global PMI downturn that was in force over the past 18 months is likely ending. Global manufacturing PMI has been stable for three months in a row now, with new orders to inventories ratio moving above 1.M1 is up strongly and it leads PMIs.
2. Likely trade truce…[Read more]
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Seth Golden posted an update 4 years, 11 months ago
Tariff elasticities are much larger than previously believed -
Seth Golden posted an update 4 years, 11 months ago
JPM prime brokerage data indicates that net exposure to equities across regions has only recently moved into net positive territory. - Load More
clemeric
davidemaino
Dave Gustafson
Ari ibra
sbs2458
