Three big things you need to know: First, across the globe most of our analysts are optimistic on performance in the year ahead, with favorable views on the impact of potentially lower interest rates and, to a lesser degree, favorable views on valuations. Second, in the US, the only region where we do formal strategy sector recommendations, we remain overweight…
RBC Capital: Early Chop In 2024, Shifting Weights
A financial market resource for the every-day investor and trader.
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Onward and Upward in 2020?
Seth Golden, , Research Reports, 0
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
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J.P. Morgan Lay of the Land For Markets
Seth Golden, , Research Reports, 0
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
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Weekly State of the Market: Who’s Definition Fits What Investor
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“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
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Beating The Bear Market
Seth Golden, , Research Reports, 0
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
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New York Times Takes Aim At The Volatility Trade And Trading Crowd
Seth Golden, , Research Reports, 0
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
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Goldman Sachs: Why AI stocks aren’t in a bubble
Seth Golden, , Research Reports, 0
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
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Weekly State of the Market
Seth Golden, , Research Reports, 0
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
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What’s EPS Got To Do With It?
Seth Golden, , Research Reports, 1
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
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