Microsoft Threatens Apple’s Market Cap Supremacy
Both once seen as has-beens, the two tech giants draw closer as the software firm picks up speed.
Market Moves
New ETF Portends Bitcoin Reaching $160,000, Says Strategist Tom Lee
The top cryptocurrency has had a fresh growth spurt, as news of the new fund spreads.
Why 3Q Earnings May Undershoot Estimates
That has happened just once since 2009, but CFRA’s Stovall expects a re-run.
Venture Capital Spurs Endowments’ Record Returns
However, Pitchbook warns that growth from alternative investments ‘could be more mirage than oasis.’
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
What’s Buzzy: Cathie Wood Likes T-Bonds Over Large Caps
The doyenne of disruption thinks deflation will change the game board. Except for her beloved Tesla.
Buy the Dips Is So … Last Month
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
Pension Fund Investment Portfolios Thrive During Pandemic
Many of the world’s largest institutional investors report over 20% gains despite the economic impact of COVID-19.
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
The Inflation Threat Is Hooey, Even as Money Supply Climbs, Says Savant
Sure, the Fed has created more dollars, but that doesn’t mean they’ll lead to a price spiral, argues David Waddell.
Union Files Legal Challenge Over OMERS’ Early Retirement Policy
The Canadian Union of Public Employees is also calling for a review of the pension fund’s investment decisions.
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
Sure, Delta Cut Goldman’s GDP Forecast, but It’s Not Too Bad
Compared with anemic economic growth in the past decade, things are still looking up.
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.