Stocks danced higher this past week to produce their best week since February. The Dow Jones Industrial Average (DJIA) closed above 32,000 for the first time while the S&P 500 (SPX) and Russell 2000 (RUT) both achieved record levels this past week. The Nasdaq (NDX) climbed out of a 3-week losing streak and correction territory with a healthy 3% weekly…
Nasdaq, Growth vs. Value And Inflation Fears Unfounded?
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Where Are We In The Artificial Intelligence Cycle & More
Seth Golden, , Research Reports, 0
While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...
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RBC Capital: Early Chop In 2024, Shifting Weights
Seth Golden, , Research Reports, 0
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
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Weekly State of the Market: Deep Dive Into Determining Market Value
Seth Golden, , Research Reports, 0
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
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The Leuthold Group Green Book
Seth Golden, , Research Reports, 0
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
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Top Of Mind for June’s OP/EX Week
Seth Golden, , Research Reports, 0
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
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Morgan Stanley’s Weekly Warm-up: Focus on Alpha and Relative Value
Seth Golden, , Research Reports, 0
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
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Morgan Stanley’s Weekly Warm-up: Is There a Bull Case? PMIs and Earnings Revisions Remain Our Focus
Seth Golden, , Research Reports, 0
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
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