by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity trickle”. In retrospect we got the effect of the reversal of excessive liquidity in ‘21 on markets correct, and while we expected higher fiscally driven inflation and a higher terminal policy rate than consensus, we underestimated the Fed’s response in the…
2022: Year In Review
A financial market resource for the every-day investor and trader.
-
Weekly State of the Market: Savvy Market Signals In September
Seth Golden, , Research Reports, 0
The Paradox: The #1 concern for most investors/traders forces the diversification of a portfolio, which ultimately and perpetually underperforms...
-
Weekly State of the Market: Deep Dive Into Determining Market Value
Seth Golden, , Research Reports, 0
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
-
Your Process And The Bull Market Progress
Seth Golden, , Research Reports, 0
As the rally has rolled onward and upward, not everyone will achieve markedly satisfying results. Essentially, there will be...
-
Leuthold Group: Market Signals Increase Exposure
Seth Golden, , Research Reports, 0
Doug Ramsey Chief Investment Officer & Portfolio Manager: Doug is the Chief Investment Officer of The Leuthold Group, LLC, and...
-
A Flattening Yield Curve, Tech Earnings and GDP Await Investors
Seth Golden, , Research Reports, 0
The prior week for equity investors and the major averages was shaping up to be a strong week that...
-
Not Out Of The Woods Yet
Seth Golden, , Research Reports, 0
The weekend is where many a discipline and devoted investor/portfolio manager spend most of their free time in the...
-
J.P. Morgan: Stagflation Unlikely; Buy The Dip
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
-
Weekly State of the Market: Bond Yield Breakdown
Seth Golden, , Research Reports, 0
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00