Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the first half of the year. The median stock remains expensive even though the most egregiously priced stocks have corrected. Focus turns back to earnings for picking winners from here. New Fed forecast means valuation reset happens faster and sooner. With our…
Weekly Warm-up: Earnings Take Center Stage with Valuation
A financial market resource for the every-day investor and trader.
-
What Happened vs. What Should Happen In Markets
Seth Golden, , Research Reports, 0
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
-
Goldman Sachs: Bullish Through Nvidia and September Op/Ex
Seth Golden, , Research Reports, 0
Goldman Sachs Weekly Market Mashup Goldman Sachs’ Scott Rubner Nvidia Outlook
-
February Found Little Upside Resistance, But Will March Find Consolidation?
Seth Golden, , Research Reports, 0
Good weekend Finom Group traders/investors! While this is our off-reporting weekend (no proprietary Research Report), we aim to deliver...
-
Markets Will Remain Choppy, But Glide Path Got a Bit Smoother
Seth Golden, , Research Reports, 2
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
-
Weekly State Of The Market: It’s Not A Friendly Investing World
Seth Golden, , Research Reports, 0
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
-
Weekly State of the Market: The Rally Meets “Temporary” Resistance?
Seth Golden, , Research Reports, 0
If this were a Bear Market Rally then the S&P 500 gain of +17.19% off the decline of -23.55%...
-
Weekly State of the Market: September Getting Dicey Already?
Seth Golden, , Research Reports, 0
Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch...
-
From Bull To Bear And Back Again
Seth Golden, , Research Reports, 0
During the holiday shortened trading week, the excitement was already anticipated and proclaimed by the bulls with strong market...
Recent Articles
Featured Products
- JPM Market Recap $0.00
- JPM Research Note $0.00
- JP Morgan Market Volatility Report $0.00