By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not Yet The 265K increase in February private payrolls supports our view that January’s 386K spike—revised down from the initial 443K estimate—was an aberration, driven by much less cold January weather than usual. The lack of disruptive snow across much of the…
SVB’s failure is not a Lehman moment
A financial market resource for the every-day investor and trader.
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Elections, Seasonality & Perspective-Based Positioning
Seth Golden, , Research Reports, 1
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
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Morgan Stanley: Weekly Warm-up: The Hall of Mirrors Requires a Strong View and Clear Vision
Seth Golden, , Research Reports, 0
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
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State of the Markets: 9/6/2019
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
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Fundstrat 2022 Outlook: Stocks + Treachery = Challenging but +11%
Seth Golden, , Research Reports, 0
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
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Warnings on Selling Volatility Ahead of Seasonality Factors
Seth Golden, , Research Reports, 0
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays...
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UVXY: Market Uncertainty And Telling The Untold Future
Seth Golden, , Research Reports, 0
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
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Retail Sales & Dissecting Trade War
Seth Golden, , Research Reports, 0
Ahead of the opening bell on Friday, June 14, 2019, retail sales and industrial production data will be released....
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The Market Correction Enters Its Final Week By Breaking Down Or Breaking Out?
Seth Golden, , Research Reports, 0
If you’re not hedged already, there is probably no better time than the present to start considering how to...
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