We are off to a spectacular year in the markets with the S&P 500 (SPX) up roughly 3.5% since January 2nd… and that would be the bare naked truth if it weren’t for the fact that we began the year with a bear market that began late last year. The current snap back rally for equity markets globally and in…
Tags: SPX VIX SPY DJIA IWM QQQFund Flows, Market Breadth & Price Action All Looking Up
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Morgan Stanley: Great Expectations on Earnings and Inflation
Seth Golden, , Research Reports, 0
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
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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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Are Equities On The Verge of Catapulting Higher?
Seth Golden, , Research Reports, 0
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
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Corrections and Convictions
Seth Golden, , Research Reports, 0
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
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Weekly State of the Market: Brewing Under The Surface
Seth Golden, , Research Reports, 0
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
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The Bull Market’s Inner Strength Revealed
Seth Golden, , Research Reports, 0
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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Morgan Stanley: Sunday Start | What’s Next in Global Macro
Seth Golden, , Research Reports, 0
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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