In the Iowa Primary Monday night, we have a wi… well we don’t have a winner just yet, and the equity markets seem to rather enjoy the ambiguity surrounding the “situation”. We know one person who is watching the Iowa Primary disfunction develop with a bit of comic sentiment, President Donald Trump. Beyond the incumbent,…
Every couple of months, when we believe we can add value for our Basic Membership readers, we offer a redacted version of our weekly Research Report. There is presently a good deal of misinformation and hyperbole floating about the media and surrounding the Coronavirus narrative and as such we hope our redacted Research Report lends…
It’s a new year, and come Monday, a new month as a typical February month is found for little movement in the way of market returns on average. What may also come on the first day of the new month is follow through from what appears to be a “normal” and healthy correction. We’ll see…...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. The potential beginnings of a market pullback that began last week continued into and through this week with the S&P 500 falling more than 2% on the week. Corrections are a normal process of any bull market…
On Wednesday, and heading into the FOMC rate announcement, the S&P 500 (SPX) was near its high of the session. Once the press conference commenced, however, the mood on Wall Street shifted and equities fell along with bond yields. As FOMC chairman Jerome Powell discussed a desire for the Fed’s price stability/inflation mandate to find…
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and markets. Fri Jan 24 2020 Cross asset strategy: Markets had been vulnerable to an eventual correction given signs of exuberance such as strong price momentum, high valuations and overweight positioning, but a pandemic is rarely on…...
Apple Supply Chain Braces for Disruption From Coronavirus By Mark Gurman and Debby WuJanuary 28, 2020, 12:01 AM EST Apple Inc.’s China-centric manufacturing base is at risk of disruption after the Lunar New Year holiday as the company’s partners confront the coronavirus outbreak that has gripped the country and caused more than 100 deaths. Virtually all of the…
Pretty much what we expected from the market on Monday, pretty much what we expected. In our weekly Research Report, Finom Group alerted subscribers to the likelihood of markets continuing their retreat from last Friday. We actually considered the selling pressure would worsen given the market’s ability to finally secure an excuse for which to…
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even a perfect example of the treachery that can beseech investors and traders. I’m flying solo (Seth Golden) in this week’s Research Reports, so let’s get to it folks! When it was all done and said; or…...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. The potential beginnings of a market pullback are afoot with the S&P 500 falling roughly 1% this week. We all know that when valuations stretch too far beyond their historic average, unkind things tend to take place…
