“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent annualized return. But Lynch himself pointed out a fly in the ointment. He calculated that the average investor in his fund made only around 7 percent during the same period. When he would have a setback, for example, the money would…
Weekly State of the Market: Who’s Definition Fits What Investor
A financial market resource for the every-day investor and trader.
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Equity Markets Look For Balance Amidst Trade War And Reflation Fears
Seth Golden, , Research Reports, 0
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
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3Fourteen Research: The Path to a Pivot
Seth Golden, , Research Reports, 0
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
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Morgan Stanley’s Weekly Warm-up: Thoughts from the Road
Seth Golden, , Research Reports, 0
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
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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 Green Book June 2023
Seth Golden, , Research Reports, 0
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
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Retail Estimates on the Rise
Seth Golden, , Research Reports, 0
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
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Merrill Lynch On Housing And The S&P 500
Seth Golden, , Research Reports, 0
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
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Target May Have Beaten Expectations, But Inventory Reductions Loom Large With Investors
Seth Golden, , Research Reports, 0
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....