We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when compared to the 2022 market peak. 2023 is rapidly coming to a close with a mere 5 trading days left. Two important economic releases come Friday, the Nov Core PCE deflator (Street +0.20% MoM) and U Mich Dec final 1-yr inflation…
Fundstrat Year-End Note: FOMO Alive and Well
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The Bull Market’s Inner Strength Revealed
Seth Golden, , Research Reports, 0
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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Weekly State of the Market:
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
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Weekly State of The Market: Recession/No Recession And What To Do
Seth Golden, , Research Reports, 0
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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Weekly State of the Market: Oversold Conditions Developing With Sentiment Plunging
Seth Golden, , Research Reports, 0
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
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Merrill Lynch: Excessive Consumer Demand
Seth Golden, , Research Reports, 0
Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...
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Morgan Stanley: Weekly Warm-up: Avoid the Blind Spot and Look for Operational Efficiency
Seth Golden, , Research Reports, 0
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
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Stock Market Correction Tests Investors’ Emotional Quotient Further
Seth Golden, , Research Reports, 0
The market is testing investors and traders alike. That is what the market tends to do during corrections; it...
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