Sell in May? Well, Maybe Rebalance, Say Two Market Sages
The fact remains that stocks historically don’t do much from now till October.
Market Moves
Will Biden Tax Hikes Torpedo Venture Funding?
Nope, says VC icon Patricof, although fellow startup capital ace Tim Draper disagrees.
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
A hot equities market, plus some accounting help from interest rates, aided the plans.
Why the Time May Be Ripe for a Return to Active Management
Investors will need help hitting even reduced target returns in the coming years, says Goldman Sachs report.
Here’s Why Inflation Isn’t a Threat: Money Velocity
Yes, the dollar supply has swollen, but folks just aren’t spending that much, Natixis says.
What’s the Big Stock Play for the Rest of 2021? Try Transports
The tech trend is feeling its age, but freight-moving companies are primed for an expanding economy, says Fundstrat’s Lee.
Don’t Worry: Higher Cap Gains Tax Won’t Zap the Market, UBS Says
And it probably won’t be as high as Biden wants, Goldman adds.
Court Rules in Favor of Principal Life Insurance in ERISA Lawsuit
District court judge concludes conflict of interest alone is not a breach of fiduciary duties.
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Endowment Index Rises 4.43% in First Quarter
Strong equity markets helped index outperform benchmark 60/40 index.
A New Tech Bubble Is Poised to Pop, Warns Bernstein
Profitless companies with soaring stocks, like Pinterest and Snap, are flirting with trouble, the firm’s analysts say.
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Electric Vehicle Stocks Will Short Out, Arnott Predicts
A lot of the EV makers will go bust, paralleling many once-hot smartphone and airline outfits, says his Research Affiliates.
Get Out of Consumer Discretionary Stocks, Morgan Stanley Urges
Their run is done, and staples are the better choice in the next market phase, says strategist Mike Smith.
Archegos Fiasco Was One of 3 ‘Near-Misses’ This Year, Says El-Erian
Celebrated Allianz economist points to GameStop and hedge fund debacles as potential market torpedoes.