…
Pantheon Macroeconomics: Prepping a Lower CPI Ahead
A financial market resource for the every-day investor and trader.
-
End of Year Earnings Outlook And More…
Seth Golden, , Research Reports, 0
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
-
My Plans For Success In 2017 Continue To Involve VIX-Leveraged ETFs/ETNs
Seth Golden, , Research Reports, 0
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
-
Value Squeeze: J.P. Morgan Team
Seth Golden, , Research Reports, 0
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
-
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...
-
J.P. Morgan: Risk assets pull back on rates surge and crypto crash appears overdone, not the end of the cycle
Seth Golden, , Research Reports, 0
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
-
Weekly State of the Market: Market And The Economy
Seth Golden, , Research Reports, 0
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
-
Is the Bottom In?
Edward Cordoba, , Research Reports, 0
Last week we took a look at the price action of the S&P 500 after a very volatile week....
-
Fundstrat Addressing the Incoming Data Ahead of Fed Day
Seth Golden, , Research Reports, 0
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00