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Seth Golden and
marc are now friends 2 years ago
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Seth Golden posted an update 2 years ago
J.P. Morgan Special Report
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Seth Golden posted an update 2 years ago
Wells Fargo Scott Wren
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Seth Golden posted an update 2 years ago
“Looking at the last 21 bear cycles, 12 of them bottomed in a mid-term year, and six of those bottoms occurred between June and October: 1962, 1966, 1974, 1982, 1990, and 2002. We expect 2022 to be added to this list” ~Ari Wald of Oppenheimer
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Seth Golden and
drakebauer are now friends 2 years ago
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Seth Golden posted an update 2 years ago
S&P 500 performance Thanksgiving week, since 1987
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Seth Golden posted an update 2 years ago
S&P 500 firm resistance at 40-week moving average. Despite markets backing up a bit last week, Net New Highs have outpaced. 5 of last 7 trading days, more stocks hitting 52-week highs than 52-week lows.
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Seth Golden and
Singh Sunil are now friends 2 years ago
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Seth Golden posted an update 2 years ago
Cycle Composite 2022 Update:
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Seth Golden and
Gary Bivans are now friends 2 years ago
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Seth Golden posted an update 2 years ago
Wells Fargo’s Scott Wren
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Seth Golden posted an update 2 years ago
Morgan Stanley Team:
Earnings recession of -11% YoY EPS at $195/share
1H 2023 “barely” recession of (0 to -.3 Q/Qsaar)
before rebounding.$SPX downside 3,000 -3,300 before rebounding
to 3,900 June 2023.2H ’23 begins pricing 24% upside to EPS ’24
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Seth Golden and
CottonCandy2022 are now friends 2 years ago
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Seth Golden posted an update 2 years ago
Morgan Stanley’s Mike Wilson
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Seth Golden posted an update 2 years ago
J.P. Morgan’s Marko Kolanovic:
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Seth Golden posted an update 2 years ago
Regardless of what the Fed is doing with the funds rate, real liquidity growth has been strongly correlated with stock market performance. Chart 1 highlights 14 previous cases when annual real liquidity growth bottomed either near zero or below zero. Of those, there was only one instance (2008) in which the S&P 500 declined over the next…[Read more]
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Seth Golden posted an update 2 years ago
Morgan Stanley: Mike Wilson
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Seth Golden posted an update 2 years ago
Nominal vs. Real GDP
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Seth Golden posted an update 2 years ago
Mike Wilson and David Kostin
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Seth Golden posted an update 2 years ago
Morgan Stanley’s Mike Wilson
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