Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX) has more than recaptured those gains by closing out the 2nd trading week in February at record-level highs. If it seems as though we continue to use the phrase record-level highs quite often, that’s likely because such achievements tend to cluster…
Risk/Reward Proposition Increasingly Questioned
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Forward Discounting Finds Value-Seeking Opportunity
Seth Golden, , Research Reports, 0
The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with...
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The Volatility Clouds Have Begun To Darken
Seth Golden, , Research Reports, 0
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
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J.P. Morgan: A Powerful Consumer Setup into Global Reopening
Seth Golden, , Research Reports, 0
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
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The Melt-Up Persists And May Become Dangerous
Seth Golden, , Research Reports, 0
Good Sunday morning Finom Group members! As I (Seth Golden) remain on vacation through December, keep in mind that...
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Weekly State of the Market: Bubble, Bubble… Where?
Seth Golden, , Research Reports, 0
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
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Yardeni Research: Beryling Toward Rate Cuts
Seth Golden, , Research Reports, 0
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
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Weekly State of the Market: Will Gasoline Prices Kill The Demand Boom?
Seth Golden, , Research Reports, 0
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
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Risk Asset Prices Rerated for Growth: Has the Global Economy Found It’s Low Period?
Seth Golden, , Research Reports, 0
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
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