Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and began the trading week with a surge above 3,000. This was an ideal set-up for the remainder of the trading week and one that was absent any anticipated geopolitical turbulence. Investors would be considering, for the most part, earnings and certain…
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UVXY Reverse Split Ahead: How To Position When Volatility Spikes
Seth Golden, , Research Reports, 2
With only a week of trading under our belts in 2017, maintaining a core short position in ProShares Ultra...
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New All-Time Highs Beget…
Seth Golden, , Research Reports, 0
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
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Weekly State of the Market: Disciplined Data-Driven Investing
Seth Golden, , Research Reports, 0
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
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Short-Termisms: Best Remedy for Shutdown and Tapering, Is A Shutdown and Tapering
Seth Golden, , Research Reports, 0
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
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Morgan Stanley’s Weekly Warm-up: Thoughts from the Road
Seth Golden, , Research Reports, 0
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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US Stock Market May Be In A Holding Pattern
Seth Golden, , Research Reports, 0
Two factors may help mitigate further volatility. BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH...
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