If Treasury yields keep rising, and the 10-year Treasury hits 2%, it’s bad news for the Nasdaq 100, the research firm warns.
‘We want to invest in the energy of the future, not the past,’ says CIO Mark Fawcett.
Stephen Roach: A lot of consumer spending already has occurred and the federal aid package will be just a temporary boost.
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
Financial services, real estate, and toys are fruitful areas, says investing star.
The bank’s contrarian indicator has been right before. Will it be now?
Tech won’t really suffer that much because there’s so much new innovation, he argues.
McDonald’s, Exxon, and Lamar Advertising are on their winners’ list.
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.
Wells Fargo wonders about the surge’s staying power, citing Walmart’s blah coming-year guidance.
Kicked off the NYSE under Trump, the companies could get a second chance under Biden, a Schwab strategist says.
Oracle’s Berkshire sells Barrick Gold and Pfizer, and expands Chevron stake despite his green leanings.
After dire predictions of disaster for high-yield paper, defaults never hit the painful levels forecast last spring.
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
A batch of names do very well when modest inflation kicks in, the firm says. Their performance lately is a mixed bag, however.