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.
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Like Life, The Markets Have Good Times & Bad Times
Seth Golden, , Research Reports, 3
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
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S&P 500 Breaks & Closes Above 50-DMA As Retail Takes Center Stage
Seth Golden, , Research Reports, 0
It’s funny what a difference a week can make in the markets. Up until last week, the equity market...
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Onward and Upward in 2020?
Seth Golden, , Research Reports, 0
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
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J.P. Morgan Digs Into The S&P 500 Bear Market & COVID-19
Seth Golden, , Research Reports, 0
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
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Bull Market Carries On, But It Hasn’t Carried Everything With It
Seth Golden, , Research Reports, 0
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
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J.P. Morgan: Further Upside In 2022
Seth Golden, , Research Reports, 0
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
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Weekly State of the Market: Attacking Deep Value
Seth Golden, , Research Reports, 0
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...
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Flash-Back to the Future: Investors Ringing The Bell
Seth Golden, , Research Reports, 0
Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze...
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