Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is one of those years whereby most stocks are underperforming the indices themselves, and by a great deal. It’s a stock market year, not a stock picker’s year. In truth, it’s been that way for the last 18 months now. If you…
Ready… Or Not; Data-Driven Fed Holds The Cards
A financial market resource for the every-day investor and trader.
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Q1 Earning Season Peaks This Week, Will S&P 500 Follow?
Seth Golden, , Research Reports, 0
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
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Another Week With Binary Risks: FOMC & G-20 Summit
Seth Golden, , Research Reports, 0
I think the best way to describe the past trading week would be by using the word “funky”. NO,...
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Morgan Stanley: Weekly Warm-up: Harder to Hide as the Bear Gets Grisly
Seth Golden, , Research Reports, 0
With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear...
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Wall Street Looks Toward Trump 2.0 And Economic Data Ahead
Seth Golden, , Research Reports, 0
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
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Weekly State of the Market: Deep Dive Into Determining Market Value
Seth Golden, , Research Reports, 0
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
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J.P. Morgan Digs Into The S&P 500 Bear Market & COVID-19
Seth Golden, , Research Reports, 0
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
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The Market Knows, It Always Knows
Seth Golden, , Research Reports, 0
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
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Fundstrat: Fear and uncertainty building short-term, but case for equities in 2022 still intact
Seth Golden, , Research Reports, 0
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
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