Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion cycle in U.S. history continuing… and to be accompanied by the continuation of the bull market. Before we look at what lay ahead we revisit the past, specifically December 17, 2018. In our final Research Report of 2018 we offered Finom…
Onward and Upward in 2020?
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How Do Cash Holdings Turn Into Equity Holdings?
Seth Golden, , Research Reports, 0
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
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Weekly State Of The Market: Data-Deluge
Seth Golden, , Research Reports, 0
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
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Retail Estimates on the Rise
Seth Golden, , Research Reports, 0
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
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Weekly Warm-up: Markets priced for tighter Fed but not for growth risks
Seth Golden, , Research Reports, 0
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
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What Happened vs. What Should Happen In Markets
Seth Golden, , Research Reports, 0
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
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IDENTIFYING BEAR MARKET BOTTOMS AND NEW BULL MARKETS
Seth Golden, , Research Reports, 0
Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
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Marko Kolanovic’s Year-End Update and 2021 Outlook
Seth Golden, , Research Reports, 0
Market and VolatilityCommentary Equity Macro and Quantitative Outlook for 2021 Our outlook for 2021 is positive for equities and...
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Markets Edge Lower, Fed Commentary & Shaken Heads
Seth Golden, , Research Reports, 1
Even with better than expected earnings results from the big money center banks and early technology sector reporting, the...
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