The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly eroded BABA’s share price, the recent actions by the CCP against the company, including the largest ever antitrust fine in China’s history, likely mark the interim extreme and bottom for political risk and outcomes will likely improve from here. On the…
Alibaba (BABA): Rich Country, Strong Army
A financial market resource for the every-day investor and trader.
-
Will Earnings Give The S&P 500 A Boost Above 3,000?
Seth Golden, , Research Reports, 0
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
-
Goldman Sachs: 4 Cyclical Phases
Seth Golden, , Research Reports, 0
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
-
Geopolitical Concerns Weigh Heavily Ahead of Holiday Shortened Trading Week
Seth Golden, , Research Reports, 0
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For...
-
Weekly State of the Market: WHAT IF,…IT’S. ALREADY. PRICED…?
Seth Golden, , Research Reports, 0
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
-
Target’s 2017 Ends As 2018 Begins: Reviewing Results & Guidance
Seth Golden, , Research Reports, 0
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
-
Still Growing, In Spite of Geopolitical Headwinds
Seth Golden, , Research Reports, 0
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
-
Morgan Stanley’s Weekly Warm-up: What’s Next in the Rolling Correction?
Seth Golden, , Research Reports, 0
2021 has produced another year of above average returns for the major US indices. However, under the surface it...
-
J.P. Morgan & Merrill Lynch Lay of the Market Land
Seth Golden, , Research Reports, 0
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00