Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and mysterious. “Learning” is hard work. Same as it ever was. ~Jay Kapeal If you would like to watch the weekly State of the Market video, please click the provided link . Have a great trading week and be on the lookout…
Weekly State of the Market: Attacking Deep Value
A financial market resource for the every-day investor and trader.
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Morgan Stanley Weekly Warm-up: Feedback to our Mid Year Outlook
Seth Golden, , Research Reports, 0
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
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Oaktree Capital’s Howard Marks: What Really Matters?
Seth Golden, , Research Reports, 0
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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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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Morgan Stanley: A Correction Is Imminent
Seth Golden, , Research Reports, 0
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
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Merrill Lynch: Capital Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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Raymond James Weekly Headings
Seth Golden, , Research Reports, 0
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
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A Lot Is At Stake Going Into Year-End
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
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Macro-Market Mashup
Seth Golden, , Research Reports, 0
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
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