While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would do well to realize how early we are in the AI monetization cycle. By The Mann Institute: As the most-hyped company in the world, Nvidia, hosts its conference on the future of AI this week, which some have dubbed “the Woodstock…
Where Are We In The Artificial Intelligence Cycle & More
A financial market resource for the every-day investor and trader.
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J.P. Morgan: Taxes & Infrastructure Spending
Seth Golden, , Research Reports, 0
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
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J.P. Morgan: Pro-risk stance reinforced by extreme investor negativity, China easing and Q1 earnings
Seth Golden, , Research Reports, 0
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
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The Leuthold Group: Strength Begets Strength
Seth Golden, , Research Reports, 0
The Major Trend Index remained at a High Neutral reading of +1 in the week ended May 17th. While...
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Weekly State of the Market: It Ain’t Perfect, But It Ain’t A Recession
Seth Golden, , Research Reports, 0
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
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Market and Volatility Commentary: Global Quantitative and Derivatives Strategy
Seth Golden, , Research Reports, 0
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
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Morgan Stanley’s Weekly Warm-up: Thoughts from the Road
Seth Golden, , Research Reports, 0
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
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Market Volatility Through Election, But Thereafter…
Seth Golden, , Research Reports, 0
Welcome back to the Finom Group weekend macro-market Research Report! As a heads-up, I (Seth Golden) will be flying...
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