The stock market is facing a ‘pain trade’ that suggests the latest rally will extend into April

The stock market has a knack for doing the opposite of what most people think it will do, and that’s what’s playing out right now.Despite the bank failures and more interest rate hikes from the Fed, stocks are moving higher.The rally could continue into April as many investors are caught offsides and buy, according to… Continue reading The stock market is facing a ‘pain trade’ that suggests the latest rally will extend into April

Charlie Munger shares investing advice and slams stock-market gamblers in a newly surfaced conversation. Here are his 9 best quotes.

Charlie Munger gives investing tips and blasts stock-market gamblers in a newly surfaced interview. Warren Buffett’s business partner underlines the power of focus, patience, and independent thought. The billionaire investor praises US officials’ pandemic response and warns of threats to humanity. Loading Something is loading. Thanks for signing up! Access your favorite topics in a… Continue reading Charlie Munger shares investing advice and slams stock-market gamblers in a newly surfaced conversation. Here are his 9 best quotes.

Commercial real estate could be where the next economic shock comes from. Here’s what Elon Musk, Bill Ackman, and 5 others have predicted.

Fears are on the rise that commercial real-estate could be where the next economic shock could  emanate from. A combination of high interest rates, work-from-home trends and tighter credit conditions could hit commercial property owners, and their lenders, top voices have said.  Here’s what Elon Musk, Bill Ackman, Jim Chanos and others have to say… Continue reading Commercial real estate could be where the next economic shock comes from. Here’s what Elon Musk, Bill Ackman, and 5 others have predicted.

Value Investing Is Back

It looks like value investing is making a comeback. Growth stocks clobbered value for about a decade. In 2020, they beat value by more than 30 percentage points – the widest margin since at least 1927.  Then, in 2022, growth took a sickening dive. A popular exchange-traded fund linked to a major growth-stock index, iShares… Continue reading Value Investing Is Back

The housing market is a total paradox now, and these recent mixed signals are adding to the confusion

Housing indicators have sent mixed signals, muddying the picture on where the market is headed. Regional differences have also been playing a considerable role in the data. “Economic forecasts, just in general, have been hit by more surprises than they are in a stable period.” Loading Something is loading. Thanks for signing up! Access your… Continue reading The housing market is a total paradox now, and these recent mixed signals are adding to the confusion

Private bankruptcy filings are blowing past their COVID-era peaks as credit stress builds for small businesses

Private bankruptcy filings this year have surpassed a peak set in the early stage of the pandemic, UBS said.  Bankruptcies were on the rise before the banking turmoil caused by the collapse of SVB and Signature Bank.  Rising bankruptcies among smaller businesses are “underappreciated signs of distress in US corporate credit.” Loading Something is loading.… Continue reading Private bankruptcy filings are blowing past their COVID-era peaks as credit stress builds for small businesses

David Einhorn regrets selling his early Apple stake, predicts the Fed will pull back in fighting inflation, and reveals he’s betting on AI in a new interview. Here are the elite investor’s 8 best quotes.

David Einhorn regrets selling Apple stock he bought before Steve Jobs returned as CEO in 1997. The Greenlight Capital boss sees the Fed pulling back in fighting inflation after the banking chaos. Einhorn also discusses where the banks went wrong, and how he’s betting on AI, in a new interview. Loading Something is loading. Thanks… Continue reading David Einhorn regrets selling his early Apple stake, predicts the Fed will pull back in fighting inflation, and reveals he’s betting on AI in a new interview. Here are the elite investor’s 8 best quotes.

A top strategist explains how stocks could sink more than 25% in a recession – and warns markets are underestimating a key risk ‘that can change on a dime’

In an interview with Insider, SoFi’s head of investment strategy gave her stock market outlook. While 2023 won’t be a repeat of 2008, a downturn could see stocks dive more than 25% from their January high, said Liz Young. “I cannot imagine a world in which we raise the Fed funds rate 475 basis points… Continue reading A top strategist explains how stocks could sink more than 25% in a recession – and warns markets are underestimating a key risk ‘that can change on a dime’