We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even though equity leadership and bonds are trading as if the global economy is entering late cycle, our research suggests the recovery is still in early-cycle and gradually transitioning towards mid-cycle. While the second derivatives of macro-cyclical indicators in US and Asia…
J.P. Morgan: Market Update, Earnings, Reopening Theme
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Weekly State of the Market: “But Did You Buy”
Seth Golden, , Research Reports, 0
If you would like to watch our weekly State of the Market video, please click the provided link...
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VIX-ETP Core Holding Update: Golden Capital Portfolio Management
Seth Golden, , Research Reports, 2
Today, as part of the Golden Capital Portfolio holdings update, I will be adjusting capital exposure minimally with iPath S&P...
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J.P. Morgan’s Marko Kolanovic: Remain Bullish
Seth Golden, , Research Reports, 0
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
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Morgan Stanley’s Weekly Warm-up: CPI Is Old News; Focus on Growth
Seth Golden, , Research Reports, 0
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
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Retail Sales & Dissecting Trade War
Seth Golden, , Research Reports, 0
Ahead of the opening bell on Friday, June 14, 2019, retail sales and industrial production data will be released....
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Treachery in Early 2022? Will It Last?
Seth Golden, , Research Reports, 0
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
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Weekly State of the Market: Fed Takes Your Time
Seth Golden, , Research Reports, 0
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
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