Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established at this point and definitive in its messaging, in our view – i.e.,economic growth and inflation is likely to surprise on the upside. However, rates remain in “disbelief”and something has to give with equity markets having (correctly) traded ahead of the…
Morgan Stanley: A Correction Is Imminent
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UVXY: Election Time Fast Approaching
Seth Golden, , Research Reports, 0
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
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Get Back Up: Now, What Did You Learn?
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
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End of Year Earnings Outlook And More…
Seth Golden, , Research Reports, 0
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
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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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Job Market Deja Vu And S&P 500 Upgrade
Seth Golden, , Research Reports, 0
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
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Weekly State of The Market: A Pause Falls Over The Crowd
Seth Golden, , Research Reports, 0
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
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Are You Ready For 2024
Seth Golden, , Research Reports, 0
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
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Smartwatch Vs. Fitness Tracker: Fitbit Dives Deeper Into Smartwatches As Sales Decline
Seth Golden, , Research Reports, 0
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
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