If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks were cheaper, but when stocks are cheaper they simply lose buying confidence.” With investing capital, investing capital mind you, it seems as though most investors will find an excuse NOT TO BUY in favor of “capital preservation.” And so I’ll remind…
Summer Doldrums Starting To Surface
A financial market resource for the every-day investor and trader.
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The Leuthold Group: Inflation: Bank Run Edition
Seth Golden, , Research Reports, 0
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
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Normal And To-Be-Expected Pause In The New Bull Market?
Seth Golden, , Research Reports, 0
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
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September Stock Markets Suck, But They Don’t Have To
Seth Golden, , Research Reports, 0
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
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Seth Golden, , Research Reports, 0
Another quick snapback for markets after breaking a 5-week win streak for the S&P 500 (SPX) and 8-week win...
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A Lurking Recession Needs Vulnerabilities
Seth Golden, , Research Reports, 0
Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By...
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Merrill Lynch: Volatile Times Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
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Macro-Market Mashup
Seth Golden, , Research Reports, 0
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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