Weekly Warm Up: Big Drop Signals Changing Dynamics Last week’s decline was technical in nature but fundamentally triggered. We think there is more downside over next month but eventually leads to further broadening out of the bull market. S&P may be range bound for rest of year making stock picking critical. Sell off was technical, the trigger was not. Most…
Morgan Stanley: A Pause That Refreshes
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Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
Seth Golden, , Research Reports, 0
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
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With S&P 500 At Record Highs What Does It Spell For The VIX
Seth Golden, , Research Reports, 0
August is typically a lesser performing month for the S&P 500, only to be outdone by September. September is...
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Alpha Insights-Reuters S&P 500 Q3/17 Earnings Update
Seth Golden, , Research Reports, 0
Last Update: December 22, 2017 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 8.5% from Q3...
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Weekly State Of The Market: Data-Deluge
Seth Golden, , Research Reports, 0
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
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Will Markets Vote For More Gains
Seth Golden, , Research Reports, 0
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
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Target Lowers FY2016 Guidance After Dismal Holiday Period
Seth Golden, , Research Reports, 0
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
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Weekly State of the Market: Q2 Ahead, But Will Tech Revive?
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. This week’s episode will hope to find a video recording, but...
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Fitbit Shares Benefit From GoPro’s Updated Guidance
Seth Golden, , Research Reports, 0
It was a good day for Fitbit (FIT) shareholders yesterday and one that could not come soon enough. In...
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