Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week and the end of April Lee had previously called for the S&P 500 (SPX) to achieve 4,200 by the end of April, and that is exactly what transpired in the benchmark index this past week. “So, I think there’s a level…
Paying The Price For Expected Returns Is Easier Said Than Done
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Weekly State of the Market: Why So Worried?
Seth Golden, , Research Reports, 0
“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...
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Seasonal Sale For Risk Assets
Seth Golden, , Research Reports, 0
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
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The Bear Market Survival Is Now Inflation Dependent
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
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Headwinds Compressing S&P 500 Multiple: Probable Outcome?
Seth Golden, , Research Reports, 0
Another roller coaster week in the markets has passed and with it dragging the major averages lower for the...
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Why rising rates and a flatter curve signal a potential downturn
Seth Golden, , Research Reports, 0
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
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Economy Stronger Than Expected So…
Seth Golden, , Research Reports, 0
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
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J.P. Morgan: Yields & Equities
Seth Golden, , Research Reports, 0
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
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Weekly State of the Market: Price Fading Further Gives Rise To Recessionary Fears
Seth Golden, , Research Reports, 0
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
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