“The speculator fights his own good sense, struggles against his own will … and is at odds with his own decisions … There are many occasions in which every speculator seems to have two bodies so that astonished observers see a human being fighting himself.” ~Joseph de la Vega Please click on the provided link to review the weekly State…
Weekly State of the Market: Houston, We Have Tailwinds
A financial market resource for the every-day investor and trader.
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Morgan Stanley: Sunday Start | What’s Next in Global Macro
Seth Golden, , Research Reports, 0
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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S&P 500 Closes Above 2800 With Earnings Season Kicking Into High Gear
Seth Golden, , Research Reports, 0
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
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Weekly State of the Market: Trends Are Sticky, Until They’re Not
Seth Golden, , Research Reports, 0
As a youth minister, I often find that much of what I’ve learned and preached can help us as...
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Merrill Lynch Capital Market Outlook: December 2019
Seth Golden, , Research Reports, 0
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
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The Leuthold Group: Putting The “Sahm Rule” To The Test
Seth Golden, , Research Reports, 0
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
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What’s EPS Got To Do With It?
Seth Golden, , Research Reports, 1
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
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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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Equities Outperforming Bonds Entering Height of Earnings Season
Seth Golden, , Research Reports, 2
While the U.S. Government is shutdown, corporate earnings will still continue to roll in as the tech sector begins...
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