Tag Archives: Investing

Investing like a recession is coming makes no sense, strategist warns

Investing like a recession is coming makes no sense, strategist warns

Time for a touch of optimism. Recession concerns may be on the rise (see Google search trends below) thanks to soaring inflation, rising gas prices and an unpredictable conflict between Russia and Ukraine, but that doesn’t mean building out an all defensive stock portfolio is the correct move, warns veteran JPMorgan market strategist Mislav Matejka. “We think it is wrong to position for a recession given still extremely favorable financing conditions, very strong labour markets,… Source link

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Goldman Sachs destroys one of the most persistent myths about investing in stocks

Goldman Sachs destroys one of the most persistent myths about investing in stocks

A version of this post was originally published on TKer.co. Let’s talk about the CAPE ratio. It’s one of the most widely-followed stock market valuation and investing metrics. It’s being talked about more as investors wonder whether stocks are poised to lose ground in 2022. Unfortunately, the signal of doom it supposedly sends is a myth. CAPE, or cyclically adjusted price-earnings, was popularized by Nobel prize-winning economist Robert Shiller. It’s calculated by taking the price of… Source link

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An important investing reminder that could make or break your portfolio in 2022

An important investing reminder that could make or break your portfolio in 2022

When it comes to the Federal Reserve’s looming interest rate hiking cycle, speed of movement should be top of mind among investors that will have to navigate the evolving liquidity backdrop with precision.  “I think it’s the speed at which the Fed will have to move [on rates] that probably defines market behavior, not in a broad sense but in terms of leadership,” said Charles Schwab chief investment strategist Liz Ann Sonders on Yahoo Finance Live.  The Consumer Price Index (CPI) reading out… Source link

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3 big investing themes for the next decade: BlackRock strategist

3 big investing themes for the next decade: BlackRock strategist

Looking to escape the daily volatility in markets? Then find a few great investing themes and invest around those for the next decade, argues Kate Moore, BlackRock’s head of thematic strategy for the global allocation. “Three of my favorite themes are disrupting the consumer, the digital transformation and really thinking about climate and ESG opportunities around the globe,” the closely followed strategist revealed on Yahoo Finance Live.  Moore points to software companies as one way to bet… Source link

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Two big investing lessons a financial journalist learned in 2021

Two big investing lessons a financial journalist learned in 2021

If you aren’t taking a lot of notes each day as an investor, you aren’t learning and getting better at the craft of making money in the markets. And to be sure, there were a lot of lessons for investors in 2021.  Financial journalist Sam Ro of TKer tells Yahoo Finance Live he learned quite a bit about markets this year.  One lesson is the incredible resilience of corporate America in the face of surging inflation, labor shortages and COVID-19 pandemic uncertainty.  Nowhere is that view on… Source link

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Facebook’s Mark Zuckerberg just ruined one of the biggest investing abbreviations ever

Facebook’s Mark Zuckerberg just ruined one of the biggest investing abbreviations ever

Facebook. Apple. Amazon. Netflix. Google. Five Big Tech giants known in investing circles simply as FAANG for years. That was until Mark Zuckerberg channeled his inner meta on Thursday.  The FAANG investing acronym was created in 2013 by Jim Cramer, the founder of TheStreet (full disclosure, my former boss who also created the term “Cloud Kings“). It was both catchy as hell and true to form for the companies it represented.  Think of a fang on a rabid dog and it’s not unlike all five tech… Source link

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‘Investing in crypto is now something thematic’: Grayscale CEO

‘Investing in crypto is now something thematic’: Grayscale CEO

Bitcoin (BTC-USD) smashed its previous all-time high of just under $65,000 on Wednesday — just a day after the launch of ProShares’ Bitcoin Strategy ETF (BITO) on Tuesday, Oct. 19. In light of these developments surrounding bitcoin, Grayscale CEO Michael Sonnenshein believes that investment in crypto shows no signs of stopping. “Well, the asset class is here to stay, and investors have a general appreciation of that. Investing in crypto is now something thematic, right?” Sonnenshein… Source link

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Your ‘safe’ investing bets could turn out to be a gamble in retirement

Your ‘safe’ investing bets could turn out to be a gamble in retirement

Your ‘safe’ investing bets could turn out to be a gamble in retirement The older investors get, the more conservative they tend to be with their money. That’s not the bravado of youth fading away — that’s sound strategy. After all, it’s one thing to play fast and loose when you’re young, but investors nearing retirement don’t have a lot of time to make up for bets gone bad. Unfortunately, many Americans today don’t have the luxury of doing what worked for their parents and grandparents. In… Source link

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People really want to believe this money-making investing strategy still works

People really want to believe this money-making investing strategy still works

Investors clearly want to stay believers in the buy-the-dip strategy that has worked so well, for so long.  With stocks catching a surprise downdraft last week on Evergrande and debt ceiling concerns — which included the S&P 500 dipping below the key 50-day moving average —investors stepped up and bought big, according to new data out of BofA Securities.  BofA said its clients were “big net buyers” of U.S. equities last week, scooping up $5.9 billion worth of stocks. It marked the third… Source link

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