@seth-golden
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Seth Golden posted an update 2 days, 3 hours ago
China preparing plans to open its market to overseas companies https://www.reuters.com/article/us-usa-trade-china-madeinchina2025/china-preparing-plan-to-increase-access-for-foreign-companies-wsj-idUSKBN1OB22H
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Seth Golden posted a new activity comment 2 days, 8 hours ago
Haven’t been a lot of hedgers really. More of a general correction with limited implied volatility. Normal corrections we should be in7-10% backwardation
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Seth Golden started the topic Mortgage Applications Rise 3rd Consecutive Week in the forum It’s All About The Economy 2 days, 11 hours ago
Mortgage applications to purchase a home drove much of the volume, rising 3 percent for the week and 4 percent from a year ago. Buyers are usually scarce in December, when the supply of homes for sale is lean and the idea of moving in winter is not particularly appealing in much of the nation. But this year may be an outlier. https://www.cnbc.com/2…[Read more]
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Seth Golden posted an update 2 days, 12 hours ago
Term Structure is still in backwardation which has persisted through much of this correction period. Keep in mind, m2 is the focus as m1 will expire next week Wednesday morning. m2 has only 1% backwardation presently so if all things remain status quo into Dec 19 expiration, we should see backwardation ease. This assumes VIX comes off the 22…-
We have to be getting near the top of the list of number of days in backwardation… feels like its been months….. The hedgers bidding up spx options are going to run out of money soon.
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Haven’t been a lot of hedgers really. More of a general correction with limited implied volatility. Normal corrections we should be in7-10% backwardation
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Seth Golden posted an update 3 days, 10 hours ago
China may reduce auto tariff back to previous 15% level https://www.cnbc.com/2018/12/11/gm-ford-shares-jump-on-report-china-is-moving-toward-auto-tariff-cut-trump-hinted-at.html
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Seth Golden posted an update 1 week ago
CNBC discusses latest NFP report https://www.youtube.com/watch?v=xo_Q1umQoEY -
Seth Golden posted an update 1 week, 1 day ago
ADP comes in at 179K jobs created. NFP will be out at 8:30 a.m. EST on Friday https://www.cnbc.com/2018/12/06/payroll-growth-slows-in-november-as-labor-market-tightens.html
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Seth Golden posted an update 1 week, 3 days ago
Always analyzing the market: Some things just not adding up in favor of a continued market decline if the VIX is indeed being utilized as it has been for institutional fund managers and individual investors hedging risk. On average there are 256 trading days in a year, so when the VIX is at 16 (started the day), the square root of 256, the…[Read more]
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Seth Golden posted an update 1 week, 3 days ago
The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2018 is 2.8 percent on December 3, up from 2.6 percent on November 29. The nowcasts of fourth-quarter real consumer spending growth and fourth-quarter real private fixed investment growth increased from 3.2 percent and 4.1 percent,… -
Seth Golden posted an update 1 week, 4 days ago
Continue to monitor XLF and XLE, financials and energy which may serve to unlock the sustainability of a market rally above S&P 500 2,820, until then we are still vulnerable to declines.
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Seth Golden and
Marcus Whitmore are now friends 1 week, 4 days ago
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Seth Golden posted an update 1 week, 4 days ago
2018’s median VIX is right around 15.50 as we kick-off the final month of the year for traders. We are essentiall back to levels expressed in 2015, when rate hikes first began during this expansion cycle. -
Seth Golden and
juancarlos are now friends 1 week, 5 days ago
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Seth Golden posted an update 1 week, 6 days ago
The world is suffering from the loss of George Bush this morning! Our condolences to the Bush family and all grieving. With eternal admiration for a life well lived, dedicated to God, country and mankind. https://www.usatoday.com/story/news/politics/2018/12/01/george-h-w-bush-reunited-barbara-and-robin-touching-cartoon/2172695002/ -
Seth Golden and
Lalvarezz are now friends 2 weeks ago
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Seth Golden posted an update 2 weeks ago
Early headlines from G-20 Summit https://www.cnbc.com/2018/11/30/stocks-set-to-open-mixed-as-high-stakes-g-20-puts-trade-in-spotlight.html
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Seth Golden posted an update 2 weeks ago
Before the market opens, contango is modest at 1.3%. Volatility is on the rise ahead of G-20 Summit headlines. -
Seth Golden posted an update 2 weeks ago
PCE data proves less inflation than hoped for by the Fed https://www.youtube.com/watch?v=pGNBc3EjjhM - Load More
