CNBC’s Jim Cramer knows that part of smart investing is learning from everyone. So when Carlyle Group co-CEO David Rubenstein said that the only thing he’s worried about for the next two years is some sort of unexpected geopolitical event, it got Cramer thinking. “The only thing we have to worry about, I think, in […]
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Suddenly, housing stocks have gone from hot to not. The iShares U.S. Home Construction exchange-traded fund, the ITB, has fallen more than 1 percent in the last week after advancing more than 50 percent year to date. The ETF is still the best-performing U.S. industry group ETF this year, according to an analysis from Bespoke […]
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It’s one of the most common questions on Wall Street: Where has all the volatility gone? Between D.C. drama, geopolitical uncertainty surrounding North Korea and President Donald Trump’s tweets, investors have had ample reasons to hit the sell button. But 2017 is shaping up to be one of the least volatile years on record. And […]
Read moreSocial media giant Facebook will lead the “FANG” stocks higher in 2018 with no correction in sight, according to Evercore ISI. In fact, given the large addressable markets that are on the cusp of disruption, analyst Anthony DiClemente argues that the next wave of technology growth could be even larger than the last. “Today’s leading […]
Read moreCheck out which companies are making headlines before the bell: Alphabet — Evercore ISI initiated coverage of a group of internet companies, saying that “the best is yet to come for internet disruptors.” The Google-parent company was among those the Wall Street firm rates as out-performers, as well as Facebook, Amazon, InterActive and Match Group. […]
Read moreShares of AeroVironment, a military drone maker, soared 22 percent in the premarket Wednesday after the company posted strong quarterly sales. The company’s revenue for fiscal second-quarter 2018 hit $73.8 million, marking a 47 percent year-over-year increase. AeroVironment attributed the sales surge to a $23.2 million gain in drones sales. AeroVironment’s strong revenue tricked down […]
Read moreEmerging market equities have been lagging recently, falling over 3 percent in the last week alone. But we’re still long emerging markets, and I believe it’s a larger story than just the recent sell-off in Chinese technology stocks. That sell-off has raised concerns regarding the health of the emerging markets trade. However, the drivers of […]
Read moreThe market has a problem: there’s nothing left to rotate into. Stocks sold off again midday Tuesday for the second day in a row. On the surface, the tax bill that has been such a market mover got push-back from Democrats who organized protests against what they view as tax cuts for the rich. I […]
Read moreA head of one of the largest U.S. private equity companies said a geopolitical surprise is the only thing for markets to worry about in the next two years. “The only thing we have to worry about I think in 2018 and 2019 is some unanticipated geopolitical event, the so-called black swan,” David Rubenstein, co-CEO […]
Read moreDoubleLine CEO Jeffrey Gundlach said Tuesday that historical and economic indicators point to a likely buying opportunity for commodities such as oil and gold. “If you ever thought about buying commodities, … maybe you should buy them now,” Gundlach said in a webcast organized by his firm. He pointed out that by comparing total returns […]
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