Good Sunday morning to all Finom Group subscribers! This week’s research reporting is delivered to subscribers with an emphasis on monthly retail sales and the general dynamics surrounding our neutral risk rating for the S&P 500 (SPX) in September. S&P 500 Expected Move & Lacking Moves of 1% As depicted in the chart above, the S&P 500 made gains each…
Yield Curve Rhetoric: Mounting Fear?
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Merrill Lynch: Volatile Times Ahead
Seth Golden, , Research Reports, 0
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
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Weekly State of The Market: With Tapering, New Highs Hard to Achieve
Seth Golden, , Research Reports, 0
Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
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Weekly State of the Market: Bond Yield Breakdown
Seth Golden, , Research Reports, 0
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
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Morgan Stanley: It’s Not A Bubble, It’s Not
Seth Golden, , Research Reports, 0
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
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The Reports Of The Economy Dying Are Greatly Exaggerated
Seth Golden, , Research Reports, 0
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
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Market spotlight: Bull market? 5 signs things could be getting better
Seth Golden, , Research Reports, 0
By J.P. Morgan Wealth Management There’s no shortage of worries batting around: the Fed is holding resolute on its...
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UVXY: Pre-Split Caution Being Raised
Seth Golden, , Research Reports, 0
If you have been following my coverage and analytics concerning volatility, VIX and VIX-leveraged ETFs you’ve probably done well for yourself...
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