Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Tag: Tesla
Asset Allocation
Embattled Cathie Wood Talks Her Disruptive Book
Her innovation stocks are in the tank now, but she says that’s temporary—and her favorite names are a bargain.
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.
Risk
Are Electric Vehicles Meme Stocks or Long-Term ESG Investments?
The rental car company, Avis, recently saw a 207% stock price increase when its CEO mentioned it will buy more electric vehicles in the future.
Think Before You Tweet: Charges Against Milton Should Be a Warning
The Nikola founder could face decades in prison for allegedly false, misleading Twitter posts.
Market Moves
Cathie Wood: The Big Risk Is Deflation, Not Inflation
The founder of Ark Invest laid out potential market winners and losers if her prediction pans out.
Market Moves
Electric Vehicle Stocks Will Short Out, Arnott Predicts
A lot of the EV makers will go bust, paralleling many once-hot smartphone and airline outfits, says his Research Affiliates.
Market Moves
Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well
This noted market pessimist said in January that some shares would thrive, despite a popped bubble.
Alternatives
So … Is Bitcoin Going to Replace the Dollar?
Not a chance, says Fed’s Bullard, invoking history to slam alternate currencies to a dominant greenback.
Is Hydrogen the Great Renewable Hope?
Institutional investors are wary of betting on the gas until it proves itself, as the technology is nascent. But its stocks are surging anyway.
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.
Market Moves
How David Einhorn Is Betting on Higher Inflation
Hedge fund chief thinks a small amount of inflation is coming, so he goes for TIPS derivatives, among other plays.
Pensions
Tesla and Walmart Under Pension Fund Fire on Board Pay and Opioid Sales
The automaker has been sued by the Detroit Police and Fire retirement system over big payouts, and the retailer by the Detroit plan and a Norfolk County (Mass.) plan on how it distributes the drug.
Market Moves
How Little-Guy Investors Bested the Pros by Riding Popular Iffy Stocks
Goldman Sachs study shows that, since this year’s low point, ordinary market players shot past the smart money, 61% to 45%.
Asset Management Culture
Tesla Recruits Former CIO of $1.5 Trillion Japanese Pension Fund GPIF
Hiromichi Mizuno joins Tesla to serve the board as an independent director and on its audit committee.