News
LPL: 2020’s Strong 3rd Quarter Means Stocks Will Do Fine in the 4th
When the market’s July-September period is good, the October-December one will be, too, but somewhat less good in a presidential year.
Tag: S&P 500
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.
Coronavirus - COVID-19
Wells Fargo: 2020 Market Is Too Iffy to Put New Money In
The election and the virus could trigger another stock slump, says strategist Christopher Harvey.
Research
Will Last Week’s Selloff Wake Up Investors to the Overvalued Market? El-Erian Asks
Allianz sage spells out the difference between lowered fundamentals, like earnings, and the current rally.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Market Moves
Good Vaccine News Has Immediate Impact on the Stock Market
A quarter of the S&P 500’s rise since May is linked to positive developments on a virus inoculation, UBS says.
Market Moves
Rebound Rally Often Has a Dip—And That Would Come Around Election Day
A bouncing-back S&P 500 tends to drop by 5%, two-plus months after setting a new record, says CFRA’s Sam Stovall. Would this impact the presidential race?
Market Moves
This Rally Will Last a Long Time, Invesco Predicts
The economy and the stock market should be able to overcome the virus, say the firm’s strategists.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Market Moves
Why 3rd Quarter Earnings Might Just Romp, Sage Predicts
One-shot wonder: New stimulus money and pent-up consumer demand will fuel profits, says economist David Levy. Alas, the 4th period won’t be so hot.
Market Moves
A 60-40 Portfolio Is Still the Bomb, Says Vanguard
Some have questioned the conventional asset split, but its performance during this messy year shows its worth, the firm declares.
Market Moves
Economy Faces a ‘Bumpy Ride,’ Says Goldman’s Chief
Recovery will take a long time, David Solomon warns.
Market Moves
How GDP and Stocks Do When Dems and GOP Control the Presidency and Congress
If the White House and Congress are blue, the economy does best, LPL says. But a Democratic president and a Republican Congress do best for the S&P 500.
Market Moves
Stock Market Will Be Flat for a While, Says Bob Doll
Flanked by giddy bulls and gloomy bears, the Nuveen strategist looks for an earnings rebound in the fourth quarter and a lessening of the virus’ malign effect.
Market Moves
Tail Risk Hedges Are Vital for Investors Now, Argues Black Swan Theory Guy
Things are so unpredictable that buffering yourself against unknown surprises only makes sense, says Nassim Nicholas Taleb.