show less
show more
@seth-golden
Until an investor accepts that down ⤵️ is opportunity and up ⤴️ is the reward, a perpetual cycle of fear and underperformance is more likely than not ~Seth Golden View
Wall Street Sees Rally Continuing in December
3 December 2023
Good weekend Finom Group investors and traders. As a reminder, throughout the month of December, our chief equity market strategist Seth Golden will be on vacation, but receiving requests for [...]
Are You Ready For 2024
30 November 2023
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is nothing! If you would like to watch the video hosted by Finom [...]
Nomura Quant Insights: Of macro hedge funds and year-end rallies
29 November 2023
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on the expectation of a year-end rally. The pick-up in US [...]
Weekly State of the Market: Tis The Season-als
27 November 2023
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going to explore the big picture perspective, as the decade (2020s) roll [...]
J.P. Morgan on NVIDIA Corporation: Strong Results/Guide On AI Demand Pull For Datacenter Compute/Networking Products; Software Sales Accelerating; Reit OW
24 November 2023
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team guided to a 10% Q/Q increase in the Jan-Qtr, well-above [...]
The Leuthold Group: Technical Picture Improves Late Year
22 November 2023
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a six-week stint in bearish territory. The net score rose two notches [...]
Key Investing Data Into & Through Year-End 2023
21 November 2023
2023 and how it started: After a bear market in the prior year and January Indicator Trifecta is 3-for-3 positive, it’s UBER bullish for the year. Next 11 months and full [...]
Goldman Sachs: AI poised to begin shifting from ‘excitement’ to ‘deployment’ in 2024
20 November 2023
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang, founder and CEO of NVIDIA, has an argument for accelerating the [...]
A Gift-Giving Time for Markets: The TOY
19 November 2023
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500 rally some 10 percent? That’s right; the S&P 500 ( [...]
