Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp. (TGT) and probably, more importantly, the man at the helm of the ship during the last couple of years, CEO Brian Cornell. The article titledĀ Brian Cornell’s Aim Has Been Way Off TargetĀ found a great readership and chronicled my concerns for the…
Target May Have Beaten Expectations, But Inventory Reductions Loom Large With Investors
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Looking Toward The 2nd Half
Seth Golden, , Research Reports, 0
We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...
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Bed Bath & Beyond Reports A Continued Gross Margin Contraction, But Beats Q4 Expectations
Seth Golden, , Research Reports, 0
Late in 2016 and afterĀ Bed Bath & BeyondĀ (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
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Final Trading Day of 2018 Lay Ahead
Seth Golden, , Research Reports, 0
Good weekend to everyone and with the final trading day of calendar year 2018, we canāt help but desire...
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The J.P. Morgan View – Global Asset Allocation: Add to cash and gold
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
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Are You Ready For Q4 2024?
Seth Golden, , Research Reports, 0
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
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Growth Continues to Slow but It May Take Longer for Markets to Price It
Seth Golden, , Research Reports, 0
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
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J.P. Morgan: Equity Strategy Tapering Playbook
Seth Golden, , Research Reports, 0
The Fed is likely to start discussing the tapering path, and over the next few meetings potentially indicate...
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Marko Kolanovic/J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
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