Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise! Don’t look at other traders! Focus on what is important to your portfolio. If you cannot do this, you’ll forever be chasing the unachievable! ~ Seth Golden If you would like to watch the weekly State of the Market video, please…
Weekly State of the Market: Defensives Lead Into Peak Inflation Spells Bearish Outcomes?
A financial market resource for the every-day investor and trader.
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Merrill Lynch Capital Market Outlook July 2024
Seth Golden, , Research Reports, 0
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
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End of Year Valuation Re-Rating With Volatility Abound
Seth Golden, , Research Reports, 0
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
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Weekly State Of The Market: Peak Inflation?
Seth Golden, , Research Reports, 0
When you feel like giving up, realize that at that very moment, you are at the same fork in...
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Recession questions / New headwinds / 2024 election / Q3 GDP / Inflation backs up / Hawkish pauses
Seth Golden, , Research Reports, 0
The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
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Morgan Stanley: Brief Technical Notes
Seth Golden, , Research Reports, 0
Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
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Morgan Stanley: Sunday Start | What’s Next in Global Macro
Seth Golden, , Research Reports, 0
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
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Goldman Sachs: 4 Cyclical Phases
Seth Golden, , Research Reports, 0
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
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