The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates doomed almost every asset class to return purgatory. Hopes for avoiding a second down year rest with a potential top in interest rates and solid earnings underpinning the stock market. Wall Street strategists have a year-end 2023 price target of just…
Leuthold Group: Marg-Flation, 2023
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Rising Trump Re-election Odds: Investor Impact
Seth Golden, , Research Reports, 0
What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first...
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Trading Volatility In A Post-Trump Election
Seth Golden, , Research Reports, 0
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
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J.P. Morgan COVID-19 Forecasts
Seth Golden, , Research Reports, 0
Market and Volatility Commentary COVID-19 forecasts – providing updates and modeling details Given the unprecedented heath crisis and resulting...
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Weekly State of the Market: Deep Dive Into Determining Market Value
Seth Golden, , Research Reports, 0
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
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Weekly State of the Market: Follow The Data Into Year-End
Seth Golden, , Research Reports, 0
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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Weekly State of the Market: All-Time Highs; Should You Get Used To This
Seth Golden, , Research Reports, 0
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
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Morgan Stanley Goes Full Bull on Staples, Adds GOOGL To Focus Buy List
Seth Golden, , Research Reports, 0
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
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