After the Bull Market’s First Year, What Happens in the Second?
History shows it’s usually a good run, but not as strong, LPL’s Detrick says.
Market Moves
The Commodities Rally: You Ain’t Seen Nothing Yet
Goldman Sachs says the sector is a great investment going forward, as prices will keep rising, up 15.5% for the next 12 months.
Stock-Driven Hedge Funds Were Popular in 2020
Pension plans and other big investors favor the alpha-generating chops that equity strategies showed in the bull market, an Agecroft study shows.
Owning Bonds Is ‘Stupid,’ and They’re in a ‘Bubble,’ Says Ray Dalio
Small yields, high prices, and too much supply spell trouble, hedge fund chief warns.
Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well
This noted market pessimist said in January that some shares would thrive, despite a popped bubble.
Ned Davis: Tech Titans Could Fall 20% This Year
If Treasury yields keep rising, and the 10-year Treasury hits 2%, it’s bad news for the Nasdaq 100, the research firm warns.
Nest Commits $350 Million to Octopus Renewables for Green Infrastructure
‘We want to invest in the energy of the future, not the past,’ says CIO Mark Fawcett.
Will Pent-Up Consumer Demand Really Supercharge the Economy? Uh-uh, Economist Warns
Stephen Roach: A lot of consumer spending already has occurred and the federal aid package will be just a temporary boost.
Retail Investors Aim to Spend $170 Billion in Stimulus Aid on Stocks, Survey Says
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
John Rogers, Reveling in Value’s Comeback, Has Some Stock Picks
Financial services, real estate, and toys are fruitful areas, says investing star.
Analysts’ Bullishness Means Stocks May Tank, BofA Warns
The bank’s contrarian indicator has been right before. Will it be now?
Higher Bond Yields? No Big Deal for Stocks, Says BlackRock’s Rieder
Tech won’t really suffer that much because there’s so much new innovation, he argues.
Post-COVID Stock Picks: Morgan Stanley Highlights Its Recovery Plays
McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.
Expect a Market Correction, Sam Stovall Warns
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.
Is the Big US Retail Sales Number Temporary?
Wells Fargo wonders about the surge’s staying power, citing Walmart’s blah coming-year guidance.