Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent sharp move higher in interest rates, we maintain that markets are overpricing recent good news on inflation and are complacent of risks. Equity markets appeared to read this month’s central bank meetings as dovish, while dismissing the weak Q4 earnings and…
The J.P. Morgan View – Global Asset Allocation
A financial market resource for the every-day investor and trader.
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Like Life, The Markets Have Good Times & Bad Times
Seth Golden, , Research Reports, 3
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
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Weekly State of the Market: Balanced Approach Toward Year-End
Seth Golden, , Research Reports, 0
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
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Trading Volatility In A Post-Trump Election
Seth Golden, , Research Reports, 0
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
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The 2023 Rally Finds Few Believers
Seth Golden, , Research Reports, 0
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
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The Leuthold Group: Non-confirmation Of New Highs?
Seth Golden, , Research Reports, 0
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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Weekly State of the Market: Dollar Discomfort
Seth Golden, , Research Reports, 0
From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
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Alibaba (BABA): Rich Country, Strong Army
Seth Golden, , Research Reports, 0
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
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Fundstrat: Fear and uncertainty building short-term, but case for equities in 2022 still intact
Seth Golden, , Research Reports, 0
Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...
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