As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we think there is still a long way to go before reality is fairly priced, investors may face a volatile path in the absence of an “event” to clear the decks. The evidence is building…Since our earnings downgrade two weeks ago, stocks…
Morgan Stanley: Weekly Warm-up: Prices Starting to Reflect the Building Evidence for Deeper EPS Cuts
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Fitbit Retrenches: The Bottoming Phase For A Hardware Company
Seth Golden, , Research Reports, 0
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
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Investor Fears Of The Unknown
Seth Golden, , Research Reports, 2
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
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J.P. Morgan: Stagflation Unlikely; Buy The Dip
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
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Will April & Earnings Season Change The Tide For The S&P 500?
Seth Golden, , Research Reports, 0
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
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Artisan Parnters: Investing in Health Care: Beyond the Buzzwords
Seth Golden, , Research Reports, 0
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
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UVXY: Market Uncertainty And Telling The Untold Future
Seth Golden, , Research Reports, 0
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
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A Lot Is At Stake Going Into Year-End
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...