Asset Allocation
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.
Tag: Earnings
How Badly Do Rising Prices and Slowing Economic Growth Harm Stocks?
It’s not pretty: History shows that this bad combo pares equities’ median returns by 2%, Goldman says.
Market Moves
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.
Asset Allocation
At Long Last, Dividends and Buybacks Are Starting to Pick Up
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.
Manager Selection
Get Ready for an Earnings Slowdown
Why Ned Davis says EPS, super-charged now, will decelerate.
Asset Allocation
Disney, Microsoft, and Twitter Are Among Stocks on Hedge Funds’ Loser List
So, you thought these big companies were unstoppable, eh? A Goldman survey of hedge operators begs to differ.
Market Moves
Calm Corporate Bond Market Shows Everything Is OK, Says LPL
Tight spreads to Treasurys plus low yields show investors aren’t worried about the economy, strategist Gillum finds.
Market Moves
There’s a Rolling Correction Happening in Stocks, Says Morgan Stanley’s Wilson
Rotation blues: Tech, small-caps, and utilities are off now, with homebuilders among those that could get dumped next.
Alternatives
Coinbase Has a Splashy Debut, Bitcoin Is Soaring … But Fund Managers Are Downbeat
Mutual fund chiefs overwhelmingly think Bitcoin is a bubble that will pop, BofA survey shows.
Market Moves
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.
Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
CalSTRS Lambasts Exxon’s Red Ink and Carbon Capture Venture
The oil giant shows that it needs fresh faces in its boardroom, says the pension fund.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Market Moves
The Market’s November Was Spectacular, So December Will Be … Down?
An LPL historical study shows the tricky dynamics for stocks in the year’s final two months.
Market Moves
3Q Corporate Earnings Look Better and Better, Yardeni Says
S&P 500 profits should be down just 7.1%, a big upgrade from more dire previous calls.