With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form of QE and therefore “risk on.” We argue it’s not, and instead represents the beginning of the end of the bear market as falling credit availability squeezes growth out of the economy. This Is Not QE…Once again, bond and stock markets…
Morgan Stanley Weekly Warm-up: This Is Not QE; Focus on the Fundamentals
A financial market resource for the every-day investor and trader.
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The 2023 Rally Finds Few Believers
Seth Golden, , Research Reports, 0
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
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Weekly State of The Market: Recession/No Recession And What To Do
Seth Golden, , Research Reports, 0
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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Weekly State of the Market: 11/6/2020
Seth Golden, , Research Reports, 1
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
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Historic September Trends Holding to Form…So Far
Seth Golden, , Research Reports, 0
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
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S&P 500 Brushes Off Mixed Data, Decelerating Earnings & Yield Curve
Seth Golden, , Research Reports, 0
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
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Tribulations Today, Rewards on the Other Side
Seth Golden, , Research Reports, 0
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
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A “Lengthy” Bottoming Process
Seth Golden, , Research Reports, 0
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
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Warnings on Selling Volatility Ahead of Seasonality Factors
Seth Golden, , Research Reports, 0
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays...
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