The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended in the red. As we enter the last month of the “Best Six Months” to own stocks, the market logged its first down quarter in 2 years, since the beginning of the pandemic. Going back to 1930, Q1 was positive 55…
A Defensive Rally With A Dreaded Yield-Curve Inversion
A financial market resource for the every-day investor and trader.
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How much could AI boost US stocks?
Seth Golden, , Research Reports, 0
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
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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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The 4th Quarter: And So It Begins
Seth Golden, , Research Reports, 0
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
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Merrill Lynch: The Great New Dawn Era (2022 and beyond)
Seth Golden, , Research Reports, 0
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
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Elections, Seasonality & Perspective-Based Positioning
Seth Golden, , Research Reports, 1
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
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Market Uncertainty Will Prove Temporary, But To Overcome…
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
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Weekly State of the Market: Buy The Dip… And How?
Seth Golden, , Research Reports, 0
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
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Quarter-End Rebalancing Act For Markets And Trends
Seth Golden, , Research Reports, 0
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
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