A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April is generally one of the best performing months of the year, but it’s reasonable to suggest that investors are now more heavily considering the latest message from Fed Presidents and the recent FOMC minutes. The message is aptly described as possibly…
TINA Is Being Voted Out During The Midterm Year
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Weekly State of the Market: Disinflation Intrenched
Seth Golden, , Research Reports, 0
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
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Weekly State of the Market: Busting Myths With Discipline
Seth Golden, , Research Reports, 0
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
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The J.P. Morgan View – Global Asset Allocation
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
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Economy Stronger Than Expected So…
Seth Golden, , Research Reports, 0
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
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Weekly State of the Market: Little White Lies
Seth Golden, , Research Reports, 0
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
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Stinky Market Breadth Means…?
Seth Golden, , Research Reports, 0
With today’s publication, we take a look at some market internals/breadth in order to recognize that while Tech/Growth/QQQs have...
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The J.P. Morgan View: Earnings estimates appear too optimistic
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
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