Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short, inflation debate remains undecided and will likely stay that way for awhile longer. This will keep equity markets choppy and the debate about Value over Growth alive as well. With earnings season over, all eyes are back on the macro for…
Morgan Stanley’s Weekly Warm-up: Focus on Alpha and Relative Value
A financial market resource for the every-day investor and trader.
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VIX Trading: Even The Pros Get It Wrong
Seth Golden, , Research Reports, 0
It can sometimes be a little confusing to the average investor when the media and financial market communities throw...
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Top Of Mind for June’s OP/EX Week
Seth Golden, , Research Reports, 0
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
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Nasdaq August-September Headwind: Options Trade Potential
Seth Golden, , Research Reports, 0
By Russell Rhoads As we approached August, market observers and commentators pointed to the danger that the months of...
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Morgan Stanley Weekly Warm-up: Fed and Price Continue to Dominate the Narrative
Seth Golden, , Research Reports, 0
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
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Morgan Stanley 2023 Outlook
Seth Golden, , Research Reports, 0
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
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Tis The Season To Turn…
Seth Golden, , Research Reports, 0
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
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Weekly Warm-up: Turn the Page but Not the Narrative
Seth Golden, , Research Reports, 0
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
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