Friends – Activity – Terry Redmann

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Mislav

Seth Golden posted an update 2 years, 2 months ago

J.P. Morgan’s Marko Kolanovic:

🔹Fed tilt becoming increasingly likely
🔹Hawkishness creating oversold conditions
🔹Real-time inflation falling faster than CPI recogniz…

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Seth Golden posted an update 2 years, 2 months ago

4 stats to wet your Risk appetite:

📢 S&P 500 NTM P/E cut 30%
📢 Pres. Cycle Q4 of year 2 ➡️Q2 of year 3 = greatest
gains since 1932
📢 10/31 of year 2 ➡️ 10/31 of year 3 avg. 21%, NO
DECLINES eva’
📢 S&P 500 1st yr. bull mkt avg. = 42%

Seth Golden posted an update 2 years, 2 months ago

Morgan Stanley’s Mike Wilson

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Seth Golden posted an update 2 years, 2 months ago

Morgan Stanley downwardly revises S&P 500 earnings and price targets

Seth Golden posted an update 2 years, 2 months ago

From the Dome!

Screen Shot 2022-09-03 at 6.53.08 PM

Seth Golden posted an update 2 years, 2 months ago

Quantitative Tightening #2

This is 2nd QT Operation; the first began as a passive program in 2015 and ended in 2019, prior to the Covid-19 crisis. The QT program began again in June 2022, through a more active Fed process that involves not just allowing maturing assets to roll off the balance sheet, but to include active asset sales to counter…[Read more]