US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
J.P. Morgan Analysts Assess Risk Premia & Market Mulitple
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The Leuthold Group Green Book June 2023
Seth Golden, , Research Reports, 0
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
Seth Golden, , Research Reports, 0
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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Retail Sector Unwinds Under The Pressure Of Lesser Sales And Border Tax Adjustment Fears
Seth Golden, , Research Reports, 0
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
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Weekly Warm-up: Operating Leverage Cuts Both Ways as Inflation Peak Signals Margin Risk
Seth Golden, , Research Reports, 0
The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year....
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Weekly State of the Market: 10/22/2020
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....
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Jim Cramer’s Holiday Picks and Core Holdings
Seth Golden, , Research Reports, 0
Finom Group recognizes that a compilation of professional investment strategists and asset managers will benefit investors of all classifications....
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S&P 500 Within Record Reaching Distance: Stay The Course?
Seth Golden, , Research Reports, 0
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
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Will 2023 Deliver A New Uptrend?
Seth Golden, , Research Reports, 0
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
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