The trading week that was ended in a manner that many may have not anticipated. As we read this week’s Research Report, we can’t help but to recall the setup for the trading week that was found with some anxiety surrounding the December 15 tariffs. Investors had a choice to make at the beginning of the week; reduce market risk…
Geopolitical Risks Abate At Year-End: Sideways, Higher or Lower From Here?
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Weekly State of the Market: Bulls In Charge
Seth Golden, , Research Reports, 0
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
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Weekly State of the Market: In The Face of A Bearish Backdrop, Bulls Reimmerge
Seth Golden, , Research Reports, 0
If we know that bad times are temporary and progress is undefeated, why is it so hard to stay...
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Merrill Lynch: 2023 Year Ahead: Back To The New Future
Seth Golden, , Research Reports, 0
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
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J.C. Penney Q4 2017 Review
Seth Golden, , Research Reports, 0
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
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Jeffrey Gundlach Says We’re Getting Closer to a Recession
Seth Golden, , Research Reports, 0
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
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J.P. Morgan: Yields & Equities
Seth Golden, , Research Reports, 0
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
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Merrill Lynch Capital Market Outlook: December 2019
Seth Golden, , Research Reports, 0
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
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RBC Capital: Early Chop In 2024, Shifting Weights
Seth Golden, , Research Reports, 0
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
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