Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Tag: S&P 500
If Governments Can Just Keep Their Cool, the Economy Will Be Fine, Says Savant
The 2020 recession was driven by policy, so any Delta-inspired double dip would be, too, Commonwealth’s McMillan warns.
Market Moves
Why the Market’s Breadth Might Mean a Downdraft After All
Wide dispersion in stock sectors suggests a slide ahead, says Sam Stovall, citing market history.
How Did Ken Griffin Get to Be Such a Big Deal?
His hedge fund firm, Citadel, has thrived for the past 30 years, thanks to his data-driven zeal—and an early start. Way early.
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.
Will Allocators Ever Embrace Liquid Alts?
Institutional investors mostly want to direct their non-market-correlated strategies themselves, but acceptance of these retail-oriented alternatives is inching up.
Market Moves
Dalio’s and Summers’ Dim View on Inflation, Markets, the Economy
The hedge fund honcho and the Harvard economist deride benign forecasts, like the Fed’s.
Market Moves
Buy Tech, But Not the Big Boys, and Use Private Equity, UBS Says
PE is a much better way to own technology companies, and there are more pickings, the bank argues.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.
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.
Market Moves
Is Higher Inflation Coming? Yeah, a Whopping 20%, Says Jeremy Siegel
But don’t worry, because stocks will do fine then, the noted equities fan advises.
Risk
Bill Miller Isn’t Buying the Negative Take on SPACs
Recent downdraft has made some good blank check companies into enticing bargains, the value guru argues.
Market Moves
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.
Market Moves
Robinhood Is Good for the Market, Says Cathie Wood
The young meme stock crowd will learn valuable lessons trading and their openness to disruption is a plus, the red-hot fund manager declares.
Market Moves
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.