Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a recession that handed us the fattest pitch we’ve seen in a decade. 2021 will be much more about stock picking (alpha) and should favor those companies that can deliver earnings growth that isn’t already expected or priced. With interest rates likely…
Morgan Stanley Raises to 3,900 on $193 in Earnings
A financial market resource for the every-day investor and trader.
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J.P. Morgan: Fed hawkishness leaves stocks oversold
Seth Golden, , Research Reports, 0
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
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Weekly State Of The Market: There’s Always A Bull Market Somewhere
Seth Golden, , Research Reports, 0
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...
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Will Markets Crack Under The Pressure of COVID?
Seth Golden, , Research Reports, 0
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
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The Myths of Stocks For The Long Run-Part II: By Lance Roberts
Seth Golden, , Research Reports, 0
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
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Charting the Recovery
Edward Cordoba, , Research Reports, 0
As the recovery from the 2018 correction continues, we evaluate price action through visual charts to determine what moves...
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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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Morgan Stanley: Weekly Warm-up: Harder to Hide as the Bear Gets Grisly
Seth Golden, , Research Reports, 0
With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear...
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V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades: J.P. Morgan Latest Notes
Seth Golden, , Research Reports, 0
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
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