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Ned Davis Research: Now Overweight For Year End Rally
A financial market resource for the every-day investor and trader.
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Market Volatility Through Election, But Thereafter…
Seth Golden, , Research Reports, 0
Welcome back to the Finom Group weekend macro-market Research Report! As a heads-up, I (Seth Golden) will be flying...
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J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
Seth Golden, , Research Reports, 0
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
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Weekly State of the Market: It Ain’t Perfect, But It Ain’t A Recession
Seth Golden, , Research Reports, 0
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
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Weekly State of the Market: Recession Fears Hit Fever Pitch
Seth Golden, , Research Reports, 0
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
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A 9% Correction & Earnings Beats Warrant Nibbling
Seth Golden, , Research Reports, 0
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
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J.P. Morgan Tackles Election Implications For Investors
Seth Golden, , Research Reports, 0
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
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Weekly State of the Market: Key Investor Concerns
Seth Golden, , Research Reports, 0
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
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The Beginning of the End of Easy Money is Starting to Look Overpriced
Seth Golden, , Research Reports, 0
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...