The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those who were/are positioned bearishly and with the hopes of bad outcomes for equities. The most basic aspect to investing is as long as you position for the long-term, while maintaining a consistent cash position to take advantage of weakness in the…
More Hurdles For Markets To Clear Before 2024
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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: Weekly Warm-up: Listening Carefully-to Stocks; 1Q Worse Than It Felt; Charts to Chew on
Seth Golden, , Research Reports, 0
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
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J.P. Morgan Sees More Market Upside
Seth Golden, , Research Reports, 0
Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...
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Are You Ready For 2024
Seth Golden, , Research Reports, 0
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
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Weekly State of the Market: Yield Boon, Tech/Growth Swoon
Seth Golden, , Research Reports, 0
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
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Deeper Dive or Shallow Consolidation Wave For Investors To Ride
Seth Golden, , Research Reports, 0
Good weekend Finom Group members. In this week’s Research Report, I am going to be flying solo as our...
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J.P. Morgan’s Matejka: Value And Inflation
Seth Golden, , Research Reports, 0
Last Monday, in our January Chartbook, we suggested that the Georgia runoff could be a wildcard for the potential...
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