Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back at a strong November to gauge the probabilities for S&P 500 returns in December and beyond. Market breadth and history paint a picture of a strong uptrend that should continue into 2021, but without a game plan to execute, many investors…
Weekly State of the Market: 12/3/2020
A financial market resource for the every-day investor and trader.
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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...
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Weekly State of the Market: An Expanding Correction
Seth Golden, , Research Reports, 0
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
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BofA on Retail inventories: too much or too little?
Seth Golden, , Research Reports, 0
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
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An Endless Bear and Suffering Bull
Seth Golden, , Research Reports, 0
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
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Morgan Stanley Weekly Warm-up: A Recession Is Not Fully Priced
Seth Golden, , Research Reports, 0
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
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September Seasonality Sucks, But There’s More To Consider
Seth Golden, , Research Reports, 0
Welcome back Finom Group traders and investors. As most are aware, the rollercoaster ride that is the 2022 investing...
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Weekly State Of The Market: Data-Deluge
Seth Golden, , Research Reports, 0
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
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