Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may go down as one of the best examples on record of such vision. The “risk/reward” of investing is always greatest when fear is highest because valuation is cheapest.2020 was textbook in that regard with March offering a generational opportunity to buy…
Morgan Stanley: Rates May Prove Key Variable In 2021
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J.P. Morgan: Risk assets pull back on rates surge and crypto crash appears overdone, not the end of the cycle
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
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Weekly State of the Market: 2-Months Left in 2021 for Traders
Seth Golden, , Research Reports, 0
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
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The Market is Safe, So Long As You Identify Its Pain Points
Seth Golden, , Research Reports, 0
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...
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The Leuthold Group: Technical Picture Improves Late Year
Seth Golden, , Research Reports, 0
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
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Merrill Lynch: How tight are financial conditions?
Seth Golden, , Research Reports, 0
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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Market History Guides as VIX Finally Breaks Below 20
Seth Golden, , Research Reports, 0
The strong start to the year for risk assets was upended in the final week of January, as the...
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Will spending take a post vacation break?
Seth Golden, , Research Reports, 0
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
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ProShares Is Doing “The Splits”: What This Means For Volatility Investing Strategies
Seth Golden, , Research Reports, 0
With each passing week, month and year, Volatility ETPs have become more and more popular. This was no more...
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