Investment strategy
Ray Dalio says to fear the bond market as deficit becomes critical
Ray Dalio, founder of Bridgewater Associates LP, speaks during the Greenwich Economic Forum in Greenwich, Connecticut, US, on Tuesday, Oct. 3, 2023. Bloomberg | Bloomberg | Getty Images Billionaire investor Ray Dalio on Thursday sounded another alarm on soaring U.S. debt and deficits, saying it should make investors fearful of the government bond market. “I think […]
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Trump’s tariffs won’t lead to a resurgence of U.S. manufacturing jobs, Wells Fargo analysis says
President Donald Trump’s tariffs are designed to provide incentives to bring manufacturing jobs back to the United States, but the goal isn’t as feasible as it appears, according to an analysis from Wells Fargo. Moving factory work back to the U.S would mean a significant increase in labor costs, which many companies simply could not […]
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Family offices bet on the U.S. and stocks for 2025, UBS finds
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Despite growing fears of a ” sell America ” trade, American family offices are ramping up their bets on the U.S. […]
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These stocks could be key players in Trump’s ‘Golden Dome’ project
President Donald Trump’s plans for a ” Golden Dome ” missile defense system could be a catalyst for a handful of stocks. On Tuesday, Trump unveiled details of the defense system. He forecast that the project would be complete before the end of his term and estimated that the total cost of the project would […]
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Bitcoin jumps to new all-time high, surpassing prior record in January
Jonathan Raa | Nurphoto | Getty Images Bitcoin rose to a new all-time high on Wednesday, breaking its January record. The price of the flagship cryptocurrency was last higher by 2% at $108,955.10, according to Coin Metrics. Earlier, it rose as high as $109,500. “Bitcoin’s new high has been concocted by an array of favorable […]
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Retail investors bought the most stocks for a morning ever on Monday after Moody’s downgrade
Retail buyers came out in full force in the trading session following Moody’s downgrade of the U.S. credit rating, continuing their dip-buying pattern throughout recent volatility. Individual investors bought a net $4.1 billion worth of stocks on Monday from the open through 12:30 p.m. ET, the largest level ever for the time of day and […]
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Wall Street’s rebound puts pressure on earnings to justify high stock prices
The stock market rally that followed the U.S.-China agreement to temporarily reduce tariffs appears to have run out of steam , and investors may now find themselves uneasy with where prices sit. Adam Parker, founder of Trivariate Research, said in a note to clients Sunday that the “upside-downside ratio for the S & P 500 […]
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JPMorgan CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse
Key Points JPMorgan Chase CEO Jamie Dimon warned Monday about the risks of record U.S. deficits, tariffs and international tensions. Dimon, the chairman of the biggest U.S. bank by assets, said stock markets aren’t properly representing the possibility of higher inflation and even stagflation. Dimon also discussed his timeline to hand over the CEO reins […]
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David Adelman is leading the next generation of deal-hungry family offices
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Entrepreneur and family office founder David Adelman said family offices have a growing competitive advantage over venture capital and private equity […]
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Jim Cramer’s top 10 things to watch in the stock market Monday
My top 10 things to watch Monday, May 19 1. Bonds are crushing stocks this morning, with the 30-year Treasury yield north of 5% and the 10-year Treasury yield topping 4.5%, in response to Moody’s downgrading its rating on U.S. sovereign debt. The S & P 500 is on track to open lower by about […]
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