Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began after the Sept 29th Presidential debate. The short-term impact on markets is negative because it adds to the sense of policy disarray at a time when the economy faces downside risks from the fiscal cliff. The medium-term consequence is more interesting…
J.P. Morgan Tackles The Debate & Positive Test For POTUS
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Weekly State of the Market: Q2 Ahead, But Will Tech Revive?
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets.  This week’s episode will hope to find a video recording, but...
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Worse Economy, Better Markets
Seth Golden, , Research Reports, 0
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
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Morgan Stanley: Weekly Warm-up: We Didn’t Start the “Fire”
Seth Golden, , Research Reports, 0
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
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Another Week With Binary Risks: FOMC & G-20 Summit
Seth Golden, , Research Reports, 0
I think the best way to describe the past trading week would be by using the word “funky”. NO,...
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Long Way To The End For The Bullish Trend
Seth Golden, , Research Reports, 0
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
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The Leuthold Group: Technicals Say The Bull Has Time On The Clock
Seth Golden, , Research Reports, 0
The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...
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J.C. Penney Share Price Has Followed Underperforming Same-Store-Sales Results
Seth Golden, , Research Reports, 0
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
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