When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay Defensively oriented because growth is going to disappoint. 1Q was tough but even worse under the hood. We chew on some charts to consider as we enter a pivotal earnings season. Listening Carefully…The internal message from stocks is diverging again from…
Morgan Stanley: Weekly Warm-up: Listening Carefully-to Stocks; 1Q Worse Than It Felt; Charts to Chew on
A financial market resource for the every-day investor and trader.
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Dominating Headlines Keep S&P 500 From Achieving New Highs
Seth Golden, , Research Reports, 0
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
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State of the Markets: 10/11/2019
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
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J.C. Penney Q1 2017 Preview: What To Look For
Seth Golden, , Research Reports, 0
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
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Morgan Stanley’s Weekly Warm-up: Inflation Data and Fed Is Yesterday’s News; Focus on Earnings Risk
Seth Golden, , Research Reports, 0
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
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Bank Of America: Tactical Risks In Early 2024
Seth Golden, , Research Reports, 0
Sentiment: Plenty of believers = tactical risk in early 2024 Sentiment indicators such as Farrell Sentiment, asset manager S&P...
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Economy Strong Enough To Power Through Election?
Seth Golden, , Research Reports, 0
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
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Bank Of America: Consumer Card Spending Morsels
Seth Golden, , Research Reports, 0
Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...
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Corrections and Convictions
Seth Golden, , Research Reports, 0
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
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