Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Tag: Nasdaq 100
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
Asset Allocation
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.
Market Moves
Welcome Big Tech Back to the Head of the Class
Amazon, Microsoft, and the gang are posting better returns and will keep on rising, says Barclays.
Market Moves
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.
Market Moves
Einhorn: The Tech Bubble Has Already Popped
To hedge fund impresario, crazed IPO issuance, overvalued stocks, and nutty post-split advances speak of a peak: September 2.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Market Moves
FAANGs Risk Ending Up Like the Nifty Fifty, Cooperman Worries
Celebrated investor draws parallels to the must-have momentum stocks of the 1960s.
Market Moves
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Market Moves
Stock Market’s Rise Doesn’t Jibe with Overvalued P/E, Stovall Warns
CFRA sage likens investors to an ‘irresponsible teenager’ borrowing against dubious future allowances.