Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able to maintain its balancing act over the next year. Consensus expectations remain timid, reflecting a continued reluctance to bet against the greenback. It’s hard to rule out upside surprises or dismiss downside risks to the dollar. Global Market View—In the spirit…
Merrill Lynch: Through Year-End
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Weekly State of the Market: Bulls In Charge
Seth Golden, , Research Reports, 0
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
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Fundstrat Addressing the Incoming Data Ahead of Fed Day
Seth Golden, , Research Reports, 0
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
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Equity Markets Building Momentum Off Technical Bottom: Events of The Week
Seth Golden, , Research Reports, 0
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
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J.P. Morgan Says Buybacks to Remain Strong Amidst Uncertainty
Seth Golden, , Research Reports, 0
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
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Weekly Warm-up: It’s All About Price
Seth Golden, , Research Reports, 0
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
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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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My Plans For Success In 2017 Continue To Involve VIX-Leveraged ETFs/ETNs
Seth Golden, , Research Reports, 0
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
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48 Record Highs For S&P 500: What’s Your Game Plan?
Seth Golden, , Research Reports, 0
Welcome back to Finom Group’s weekly Research Report, as we kick-off our 3-week reporting cycle. Two weeks ago, during...
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