Another quick snapback for markets after breaking a 5-week win streak for the S&P 500 (SPX) and 8-week win streak for the Nasdaq Composite (COMPQ). If you’ve doubted the validity of the “buy-the-dip” market regime of 2023, we would think investors are increasingly adopting the reality of the markets’ performance year-to-date. At Finom Group, we encouraged investors to stay the…
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With Patience And Time
Seth Golden, , Research Reports, 0
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
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J.P. Morgan Raises Outlook
Seth Golden, , Research Reports, 0
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
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Weekly Warm-up: PMIs and Earnings Will Ultimately Determine the End of the Correction
Seth Golden, , Research Reports, 0
With all the attention on rate moves so far this year, investors may soon shift that focus to growth....
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VIX Futures as a Market Timing Indicator
Seth Golden, , Research Reports, 0
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
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Weekly Warm-up: Strong Earnings vs Mid Cycle De-Rating
Seth Golden, , Research Reports, 0
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
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Leuthold Group: An INEXPLICABLE Stock Market
Seth Golden, , Research Reports, 0
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
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Bear Market Has Weakened, But The Market Gauntlet Is Still Formidable
Seth Golden, , Research Reports, 0
It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...
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Weekly State of the Market: 1/28/2021
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 this week’s SOTM. In...
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