Friends – Activity – tnogradi

Seth Golden posted an update 5 years ago

CTA’s shorting crude, may cover if a rally persists. Crude inventory report from API on Tuesday 4:30 p.m. EST

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Seth Golden posted an update 5 years ago

Goldman Sachs net leverage at 12 month highs

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Seth Golden posted an update 5 years ago

From Morgan Stanley

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Seth Golden posted an update 5 years ago

Mike Wilson of Morgan Stanley: The other recent change in capital markets weighing on secular growth stocks is the newfound discipline on profitability. In my last Sunday Start, I discussed the impact We Company’s failed IPO would have on investors’ willingness to fund unprofitable businesses. This has played out in lower valuations for the wor…[Read more]

Seth Golden posted an update 5 years ago

Back to levels from Q1

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Seth Golden posted an update 5 years ago

Morgan Stanley on Apple price target raising:
1) The market view is that with the launch of TV+, AAPL is entering a new, more capital intensive market with a low…

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Seth Golden posted an update 5 years ago

MKM: The pain trade is increasingly clear: .. a slow and gradual market advance in anticipation of a phase one agreement and the prospect then of a phase two negotiation ..”