Markets

The tech sector after last year’s bear-market plunge is the best performing in the S&P 500 this year.  Analysts tell Insider the broader sector is too expensive even with pullbacks, as the market faces more rate hikes.  But for investors still eager to get exposure to the sector, look at software, analysts say.  Loading Something… Continue reading The rally in tech is set to fade after a red-hot start to 2023, but investors should keep an eye on one key industry, analysts say

The collapse of Silicon Valley Bank is a result of a massive market bubble finally popping.  Wall Street commentators agree the Fed has had a hand in the chaos via its aggressive rate hikes.  “It is not a stretch to say that this episode is emblematic of the higher-for-longer rate regime,” Deutsche Bank analysts said.… Continue reading SVB’s collapse is what happens when an ‘everything bubble’ finally bursts

Investors are fleeing bank stocks after the quick failure of Silicon Valley lender SVB Financial. So far, experts say its faults shouldn’t harm the rest of the US financial system. Goldman Sachs is pointing traders to the highest-growth stocks in the new-look financial sector. US financial stocks were walloped this week after the back-to-back failures… Continue reading GOLDMAN SACHS: Here are the 12 best growth stocks among financials as the turmoil surrounding Silicon Valley Bank and Silvergate rocks the sector

The Federal Reserve’s prolonged period of low interest rates created many financial dislocations that are now flaring up.Case in point: Silicon Valley Bank imploded in a single day after surging interest rates caused it to sell a bond portfolio at a huge loss.The situation is an example of how low-interest-rate risk-taking can backfire as financial… Continue reading Silicon Valley Bank imploded in a single day. It could be just the tip of the iceberg.

Investors could take advantage of the bank sell-off, Goldman Sachs wrote in a Thursday note. The risk of a broader contagion from smaller regional banks is unlikely, analysts said. “We reiterate our overweight recommendation on the sector and would use any large selloff as an opportunity to add risk.” Loading Something is loading. Thanks for… Continue reading Buy the dip in banks as the Silicon Valley Bank crisis is unlikely to spread, Goldman Sachs says

Carl Icahn cautions against playing the market and recommends taking a contrarian view. He defends activist investing and trashes overpaid, subpar executives. Here are his 12 best quotes from a recent documentary titled “Icahn: The Restless Billionaire.” Loading Something is loading. Thanks for signing up! Access your favorite topics in a personalized feed while you’re… Continue reading Carl Icahn warned against trading stocks, railed against bad bosses, and revealed what drives him in a recent documentary. Here are his 12 best quotes.

Nadia Evangelou, senior economist for the National Association of Realtors, sees a rebound coming.  Easing inflation will bring mortgage rates down, and tight supplies will send prices higher.  In her view, the US will avoid both the recession and housing crash that others have forecasted.  Loading Something is loading. Thanks for signing up! Access your… Continue reading A top real estate economist explains why a housing rebound is coming as rising sales and lack of supply look poised to lift home prices

The US economy has defied expectations by staying strong despite higher interest rates. But BMO Capital Markets warns that weakness may be coming, since monetary policy works with a lag. Here are 24 high-quality stocks to buy now to protect your portfolio from higher rates. To the shock of the Federal Reserve and many on… Continue reading Buy these 24 quality stocks to safeguard your portfolio from higher interest rates, according to BMO Capital Markets