In my office I have framed the famous quote, “Know from whence you came. If you know whence you came, there are absolutely no limitations to where you can go”. This was and is still today one of the most inspiring quotes that is applicable to my life and as offered by James Baldwin. James Baldwin offered a vital literary…
Tags: UVXYUVXY: Market Uncertainty And Telling The Untold Future
A financial market resource for the every-day investor and trader.
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Morgan Stanley’s Weekly Warm-up: Fire or Ice?
Seth Golden, , Research Reports, 0
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
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Morgan Stanley: Weekly Warm-up: The Hall of Mirrors Requires a Strong View and Clear Vision
Seth Golden, , Research Reports, 0
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
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Beat The Drum For 2021
Seth Golden, , Research Reports, 0
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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Morgan Stanley: Sunday Start | What’s Next in Global Macro
Seth Golden, , Research Reports, 0
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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March Retail Sales May Signal Further Economic Slowing
Seth Golden, , Research Reports, 0
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
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J.P. Morgan: A Powerful Consumer Setup into Global Reopening
Seth Golden, , Research Reports, 0
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
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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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