Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan Chase (JPM), Wells Fargo (WFC) and PNC Financial reported results. JP Morgan’s report was quite strong, but failed to find the stock gain any traction with the entire sector falling once again. We now have Q2 results from 4 of the 99 Finance sector…
S&P 500 Closes Above 2800 With Earnings Season Kicking Into High Gear
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Weekly Warm-up: Markets priced for tighter Fed but not for growth risks
Seth Golden, , Research Reports, 0
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
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Rough Markets, Tough Crowd
Seth Golden, , Research Reports, 0
If you would like to watch this week’s video blog, please feel free to click the provided link! Have...
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Weekly Warm-up: Outlook Feedback and Consumer Update
Seth Golden, , Research Reports, 0
This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...
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Weekly State of the Market: Disciplined Data-Driven Investing
Seth Golden, , Research Reports, 0
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
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Weekly State of the Market: Blasting Toward Higher Highs
Seth Golden, , Research Reports, 0
In this week’s State of the Market we take a look at what the market may produce for the...
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Recession questions / New headwinds / 2024 election / Q3 GDP / Inflation backs up / Hawkish pauses
Seth Golden, , Research Reports, 0
The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
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J.P. Morgan Analysts Assess Risk Premia & Market Mulitple
Seth Golden, , Research Reports, 0
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
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