Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very concerning even as the S&P 500 finished higher by .49% for the week. Below is a chart of the daily change and craziness of the markets last week through the lens of the broadest index, the SPX. The markets whipsawed back…
Risk-on Despite Geopolitical and Trade War Concerns?
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Weekly State of the Market: 12/3/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
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Morgan Stanley’s Weekly Warm-up: Tapering on Deck — Stick with Defensive Quality in Factor Frenzy
Seth Golden, , Research Reports, 0
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
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History of Markets Is On Full Display and Trending…
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
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Weekly State of the Market: 11/6/2020
Seth Golden, , Research Reports, 1
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
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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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J.P. Morgan Equity Strategy Update Q1 2021
Seth Golden, , Research Reports, 0
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
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Beat The Drum For 2021
Seth Golden, , Research Reports, 0
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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