The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for a tightening trend that began months ago. When combined with the peak rate of change in economic and earnings revisions, it sets up a more difficult summer. Tapering is Tightening but Tightening began months ago. The Fed’s pivot to begin the…
Weekly Warm-up: Tapering and Peak Demand Is a Bad Combo
A financial market resource for the every-day investor and trader.
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Is A Bottom Retest Ahead?
Seth Golden, , Research Reports, 0
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
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Busting The Myths of Stocks For The Long Run: Part 1
Seth Golden, , Research Reports, 0
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following...
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Market Participants Go Fishing For Answers
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
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Weekly State of the Market
Seth Golden, , Research Reports, 0
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
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Oaktree Capital’s Howard Marks: What Really Matters?
Seth Golden, , Research Reports, 0
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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RBC Capital: Early Chop In 2024, Shifting Weights
Seth Golden, , Research Reports, 0
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
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Macy’s Q4 2017 Review And A Look Forward
Seth Golden, , Research Reports, 0
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
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Haven’t Broken The Bear’s Back… Yet
Seth Golden, , Research Reports, 0
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...
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