EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash ahead of time, everyone references 1987, 2000, 2008 or 1929, everyone quotes MikeTyson’s, “everyone has a plan until they get punched in the mouth and everyone thinks the selling will never end. If you would like to watch the weekly State…
Weekly State of the Market: An Earnings and ERP-Related Market Decline
A financial market resource for the every-day investor and trader.
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Mann Institute: 100 years of US stock returns. Eight doublings. Three halvings. What lessons can we learn?
Seth Golden, , Research Reports, 0
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
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Tech Sector Sell-Off Provides Much Needed Volatility
Seth Golden, , Research Reports, 0
The summer doldrums are here, or are they. Last Friday’s market action or reaction to some minor headlines shook...
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Weekly State of the Market: The Rally Meets “Temporary” Resistance?
Seth Golden, , Research Reports, 0
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
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Mike Wilson of Morgan Stanley: At Year-End
Seth Golden, , Research Reports, 0
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
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The Leuthold Group: Evaluating The Rebound
Seth Golden, , Research Reports, 0
The Leuthold Group tactical accounts remain positioned defensively, although not to the extent they could be given the bearish...
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RBC Capital: Historical Election Playbook, Tactical Problems With Growth Persist
Seth Golden, , Research Reports, 0
RBC Capital’s chief market strategist Lori Calvasina: Welcome to RBC’s Markets in Motion podcast recording August 28th, 2023. I’m...
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Bullish Year-End Rally, Price Targets and Outlooks ?
Seth Golden, , Research Reports, 0
Good Saturday morning Finom Group members! As I (Seth Golden) remain on vacation through December, keep in mind that...
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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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