US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
J.P. Morgan Analysts Assess Risk Premia & Market Mulitple
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Bank of America Merrill Lynch 2019 Forecast & Outlook
Seth Golden, , Research Reports, 0
BofA Merrill Lynch 2019 Market Outlook: From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and...
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Weekly State of the Market: Through The Window
Seth Golden, , Research Reports, 0
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
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Morgan Stanley: Weekly Warm-up: When Uncertainty Is High, Price Reigns…Which Side Are You On?
Seth Golden, , Research Reports, 0
Fiscal constraints limit policy response at a time when cyclical risks persist. Market breadth reflects this dynamic as the...
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J.C. Penney Issues A Disaster In Q1 And Shareholders Take It On The Chin
Seth Golden, , Research Reports, 0
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
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A New Year, A New LASTING Trend?
Seth Golden, , Research Reports, 0
While we can’t be sure that the bear market ended on October 13, 2022, with the S&P 500 falling...
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Weekly State of the Market: Bond Yield Breakdown
Seth Golden, , Research Reports, 0
You can know everything there is to know about markets, technicals, fundamentals and still be a poor investor/trader… why?...
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