Investment strategy
Some big investors called the Fed-led market mayhem. Here’s where they are hiding out
Some of Wall Street’s biggest investors saw it coming. It’s turning into a week of vindication for a handful of notable investors, from Stanley Druckenmiller to David Einhorn and Paul Tudor Jones, who have long been warning about the Federal Reserve’s inability to engineer a soft landing. The S & P 500 tumbled in the a […]
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5 things to know before the stock market opens Friday
Here are the most important news, trends and analysis that investors need to start their trading day: 1. Wall Street set to bounce but still tracking for a terrible week Traders on the floor of the NYSE, June 16, 2022. Source: NYSE U.S. stock futures on Friday pointed to a strong open on Wall Street. […]
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Dalio is right to short Europe, strategist says: ‘The pain will go on for quite a while’
Ray Dalio, Bridgewater Associates, Founder, Co-Chairman & Co-CIO, at the WEF in Davos, Switzerland on May 24th, 2022. Adam Galica | CNBC Billionaire investor Ray Dalio is right to have bet against European stocks, and global markets still have a rough road ahead, according to Beat Wittmann, partner at Zurich-based Porta Advisors. Dalio’s Bridgewater Associates has […]
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Goldman Sachs loves these 4 global energy stocks — and one is on its conviction list
Analysts at Goldman Sachs and Bank of America have picked their top energy stocks, with those involved in hydrogen, electric vehicles and renewables among their favorites. The sector certainly looks hot right now, with the iShares Global Energy ETF up around 30% year-to-date as investors react to sky-high energy prices. In a note from June […]
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Goldman Sachs says these global companies are poised to return more cash to shareholders
Share buybacks are on the rise, according to Goldman Sachs , with the investment bank naming a raft of European companies that it thinks are ready to accelerate the pace of shareholder returns. Share buybacks, also known as share repurchases, are when a company buys back its own shares from the stock market. This boosts […]
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This fund may be an attractive move for investors in volatile, inflationary markets, Amplify ETFs CEO says
Investors may want to consider a special fund focused on high dividend yielding large-caps, according to a leading ETF fund manager. Christian Magoon believes his firm’s actively managed Amplify CWP Enhanced Dividend Income ETF (DIVO) will provide upside to investors during this volatile and inflationary market backdrop. It’s described as an enhanced dividend income ETF […]
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Position your portfolio for a Fed win and avoid these three market mindsets, Jim Cramer says
CNBC’s Jim Cramer told investors on Thursday that there are four camps of thinking in the current market but only one worth listening to: the one that stays in the market and bets on the Federal Reserve winning its battle against inflation. “I wouldn’t cash out. Stay the course, muddle through and eventually work the […]
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Cramer’s lightning round: Oshkosh is a buy
Capital Southwest Corp: “We don’t know what they really own. … I don’t recommend those stocks because we can’t really tell what they’re in.” Terran Orbital Corp: “It’s one of those newer companies that doesn’t have any earnings. You know how I feel about those guys.” Oshkosh Corp: “They make things, do stuff, return capital […]
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These 3 bank stocks will ‘make fortunes’ from higher rates if the Fed pulls off a soft landing, Cramer says
CNBC’s Jim Cramer on Thursday said that investors who believe the Federal Reserve can pull off a soft landing should have bank stocks on their shopping list. “If you think we’re headed for a full-blown recession, it’s right to avoid the bank stocks. But if you’re like me and you think the Fed can actually […]
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Hold off on buying stocks until the market slows down, Jim Cramer cautions
CNBC’s Jim Cramer on Thursday warned investors to wait for the market to stabilize before doing some buying. “You don’t fight the Fed and you don’t fight the tape, which is heavily influenced of course by the Fed. This tape says everything is vulnerable, again something that’s highly unusual because there should be a bunch […]
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