While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend rally may continue, but make no mistake, we don’t believe this bear market is over, even if we avoid a recession – the odds of which are increasing. Defensive leadership reigns supreme but few want to own it…Defensive sectors now comprise…
Weekly Warm-up: Defensive Leadership Can Continue as Earnings Cuts Begin
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Weekly State of the Market: Bear Market/Correction And Recession?
Seth Golden, , Research Reports, 0
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
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A Macro-Market Mashup
Seth Golden, , Research Reports, 0
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
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Bed Bath & Beyond Gross Margin Contraction Seems Never Ending
Seth Golden, , Research Reports, 0
While Bed Bath & Beyond (BBBY ) is not in dire straits, the company’s consistent underperformance over the last couple of years...
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Bill Miller: Some Reflections on the Bull at 10
Seth Golden, , Research Reports, 0
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
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Weekly State of the Market: Election 2020 Edition
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
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Weekend Thoughts From Around Wall Street
Seth Golden, , Research Reports, 0
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
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Weekly State of the Market: Rising Yields/Rates Impact
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
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Quarter-End Rebalancing Act For Markets And Trends
Seth Golden, , Research Reports, 0
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
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