Ned Davis Research: Dear Jay, Move Slowly
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After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered consumer goods corporations such as Apple, Keurig Green Mountain, SodaStream, Skullcandy, Fitbit and more. To date, I've garnered over a hundred media references to my analytics including Forbes. Presently, I am a contracted consultant to many retail and consumer goods companies in North America and manufacturing entities in China and Korea.
The Leuthold Group’s New January Barometer
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months of the year. Since 1926, a positive January has been followed by S&P 500 average performance of 8.5% over the next eleven months, compared with an 11-month gain of just 4% after a January loss. There’s…...
Bank Of America: The Tide Is Turning On Stock Picking
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Sailing the Market Seas In 2024
Good Sunday and welcome back Finom Group investors and traders. “Steady as she goes” or “So far so good?” Time will tell, right? How many old adages can you fit into an opening sentence; I think we just found out! Maybe I (Seth Golden) have been doing this for too long, which in and of…...
Goldman Sachs Conviction Buy List: February 2024 Update
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LPL Research: Not As Expensive As You Might Think…
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural for investors to worry that valuations have become over-extended. On traditional valuation measures, valuations do appear high and it does seem reasonable to expect more moderate stock market returns going forward. Here we walk through several…...
At January’s End, A Big Micro Macro Week Arrives
Welcome back investors/traders! After a rocky start to January 2024, both price and equity market sentiment have renewed bullishness in the 2nd half of January. The momentum from late 2023, demanded some degree of market consolidation in 2024, but ultimately proved exactly what the markets needed for the next leg higher and to new all-time…...
Pantheon Macroeconomics: 1H 2024 In The United States
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our base case remains a soft landing. The surge in third quarter GDP growth was the reddest of herrings, and it will not be repeated. Activity was boosted by the lingering effects of rapid household income growth…...
New All-Time Highs Beget…
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to the same bullish long-term outcome, and many point to short-term weakness. Weakness is a relative/subjective term folks; be aware! With little movement in the indices year-to-date, we can safely say at least two things, and please…...
Bank Of America: Tactical Risks In Early 2024
Sentiment: Plenty of believers = tactical risk in early 2024 Sentiment indicators such as Farrell Sentiment, asset manager S&P 500 (SPX) E-mini net futures position and the 25-day put/call have risen, entering 2024 near complacent levels. Although not yet euphoric, individual and institutional investor sentiment suggests that many investors have embraced the 34% rally from…...
