Investment strategy
Goldman says recession risks are growing, but it’s too early to worry. Here’s why
Goldman Sachs says it’s too early for “recession obsession.” Source
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Investors rush toward stocks geared to a recession as market remains stuck in 9-month range
The S&P 500 has spent just about all of the past three months below the minus-5% threshold and finished last week at a level first reached nearly nine months ago. Source
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Will the battle for Spirit set off a rush for airline deals? Here’s what could happen
A previous wave of U.S. airline consolidation left four airlines in control of more than three-quarters of the U.S. air travel market. Source
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Inflation and an aggressive Fed could mean investors should rethink the traditional 60/40 portfolio
Investors in this allocation could find themselves suffering declines in both the equities and fixed income sides of their portfolios. Source
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Analysts name their top semiconductor stocks as the supply crunch eases
Analysts are turning selective on chip stocks as the supply crunch eases. Here are their top picks. Source
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Worried about inflation? Investment banks advise buying these dividend stocks
Prices have shot up in many countries, and investors could do well looking at stocks that pay out good dividends, Morgan Stanley and Jefferies’ analysts say. Source
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Jim Cramer says investors should have these 5 industrial stocks on their wish lists
CNBC’s Jim Cramer on Thursday offered a list of five industrial stocks investors should consider adding to their portfolios. “After years where the market chased growth at all costs, we’re now in a post-momentum, pivot environment where Wall Street wants solid companies with easily justifiable valuations,” the “Mad Money” host said. Cramer named five industrial […]
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Cramer’s lightning round: Virgin Galactic is like a lottery ticket
“Mad Money” host Jim Cramer rings the lightning round bell, which means he’s giving his answers to callers’ stock questions at rapid speed. Source
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Cramer’s week ahead: Keep an eye on bonds and Ukraine as earnings season picks up
CNBC’s Jim Cramer on Thursday previewed next week’s slate of earnings and what investors should have on their radar to prepare for the tumultuous market ahead. The “Mad Money” host said that bonds, Russia’s invasion of Ukraine and Covid lockdowns in China are “the stories that do matter with treasurys running roughshod over everything once […]
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Jim Cramer says falling used car prices suggests inflation could be easing
CNBC’s Jim Cramer on Thursday said that while headwinds facing the used car market make it un-investable, its declining performance is also an indicator that inflation might be cooling. “When everybody was freaking out about the 8.5% consumer price index number – that is a hot number – you might’ve noticed that used car and […]
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