The current bull market in stocks is more of the slow-and-steady variety than the high-octane type, according to DataTrek.The research firm compared the current rally in stocks to prior bull markets, and the results suggest sluggish gains ahead.”If that analog continues, the [S&P 500] may be mostly flat over the next three months until it… Continue reading Here’s where history says the latest bull market is headed next
Investors think the Fed has won the war against inflation
Stocks rallied after the June CPI report showed inflation slowed to its lowest rate in two years. Fed officials this week said they think rates still need to go higher, indicating a “couple” more hikes are in the cards. But markets think the Fed is probably going to be done with its rate-hiking cycle this… Continue reading Investors think the Fed has won the war against inflation
If artificial intelligence’s boost to productivity disappoints, here’s how to invest
AI’s boost to productivity could be transformational or just marginal, Bank of America said. If it’s transformational, BofA said to buy the providers of the technology. But if it’s more marginal, then buy companies that are effectively implementing AI. Loading Something is loading. Thanks for signing up! Access your favorite topics in a personalized feed… Continue reading If artificial intelligence’s boost to productivity disappoints, here’s how to invest
Looking For Attractive Uncorrelated Returns in a Highly Uncertain Market? Consider Merger Arbitrage
The 60/40 “Balanced” portfolio, consisting of both stocks and bonds, has long been revered as a trusted guidepost for the moderate investor. Nevertheless, in 2022, this established methodology had one of its worst years on record as both sides of the portfolio came under pressure. So, what is an investor to do? During a market… Continue reading Looking For Attractive Uncorrelated Returns in a Highly Uncertain Market? Consider Merger Arbitrage
Stock Market Today: Stocks Tick Higher Ahead of June CPI, Q2 Earnings Season
Stocks failed to make any major moves Monday as investors looked ahead to this week’s inflation data and the start of second-quarter earnings season. Technology and communication services stocks lagged, hurt by weakness in several mega-cap names like Apple (AAPL, -1.1%), Microsoft (MSFT, -1.6%) and Alphabet (GOOGL, -2.5%), while industrial stocks outperformed. At the close,… Continue reading Stock Market Today: Stocks Tick Higher Ahead of June CPI, Q2 Earnings Season
Billionaires and corporate execs have dumped $9 billion worth of stock this year amid the market’s latest rally
Billionaires and CEOs have dumped $9 billion in stock this year. Many of those sales have been concentrated in the tech sector amid Wall Street’s frenzy over AI. Executives have cashed in on the rally as the S&P 500 recovers from a dismal 2022 performance. Loading Something is loading. Thanks for signing up! Access your… Continue reading Billionaires and corporate execs have dumped $9 billion worth of stock this year amid the market’s latest rally
It’s not just tech. FOMO is in full swing across the stock market, and investors are about to be disappointed.
The stock market has entered full FOMO territory this year, according to JPMorgan’s Marko Kolanovic.And investor enthusiasm is not just concentrated in tech stocks, with broad market valuations appearing stretched.”There is complacency being built into stocks with VIX at the lows of its range,” Kolanovic said. Loading Something is loading. Thanks for signing up! Access… Continue reading It’s not just tech. FOMO is in full swing across the stock market, and investors are about to be disappointed.
Activision Blizzard jumps 11% after judge rules Microsoft can buy the video game publisher in a win over FTC
Activision Blizzard stock popped 11% after a judge paved the way for Microsoft to complete its takeover of the game publisher. The decision is a blow to the Federal Trade Commission, which had set a hearing date on the merger for August. Microsoft’s $69 billion purchase would be the largest tech merger ever. Loading Something… Continue reading Activision Blizzard jumps 11% after judge rules Microsoft can buy the video game publisher in a win over FTC
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