Investors Warn Lasting

Chinese Growth Comes in Cooler as Investors Pin Hopes on Stimulus

Wobbly data for the third quarter underscores challenges for Beijing policymakers seeking to boost economic activity.

World - The Wall Street Journal - October 18

Why investors should be worried about the market’s ‘invincibility syndrome’

Too much optimism means there aren’t many left to buy stocks, says hedge fund manager.

Business - MarketWatch - October 18

Netflix’s stock is gaining — but investors should get ready for the new reality

One analyst saw subscriber performance as the biggest highlight of Netflix’s report. But he reminded investors that this metric is going away early next year.

Business - MarketWatch - October 18

Indian investors give short shrift to Asia’s biggest IPO of 2024

Retail share buyers largely shun $3.3bn listing of Korean carmaker Hyundai’s Indian unit as auto industry sales cool

World - Financial Times - October 21

Investors should buy dividend futures, Goldman Sachs says

Goldman Sachs said dividend rates currently priced into the market are well below the rates expected by analysts.

Business - MarketWatch - October 21

Boeing is about to show a big quarterly loss as investors wait for the strike to end

If union members agree to end the strike “the supply chain, investors, and Boeing will share a collective sigh of relief.”

Business - MarketWatch - October 23

The stock market is ready for its melt-up as investors ignore growing risks

Setting the stage for another show of irrational exuberance.

Business - MarketWatch - October 22

Here's when exchange-traded funds really flex their ‘tax magic’ for investors

Exchange-traded funds can reduce investors' tax bills. But those tax savings benefit certain types of investors more than others.

Business - CNBC - October 22

Another billionaire investor positions for a Trump win. He’s placing ‘inflation trades.’

Legendary investor Paul Tudor Jones said Tuesday he’s moved his portfolio in the direction of a victory by Donald Trump in the Nov. 5 presidential election, but warned of a potential reckoning over ...

Business - MarketWatch - October 23

Investors pile into emerging-market funds that cut out China

Demand for ‘ex-China’ strategies soar as tensions with west linger, despite recent stock rebound

World - Financial Times - October 23

Global copper rush draws investors to Argentina’s untapped deposits

Miners are finally willing to give backing despite logistical difficulties and uncertainty over the economy

World - Financial Times - October 23

Why investors are sticking with cash as bond yields climb on election jitters

The Federal Reserve likely needs to cut rates to less than 1% to spur notable outflows, or longer-term Treasury yields need to dramatically rise from current levels, says portfolio manager

Business - MarketWatch - October 24

WSJ Tech Live: Executives, Investors and Artists Debate AI's Potential

Andreessen Horowitz’s Martin Casado says tech policy is in a ‘dangerous place.’

Tech - The Wall Street Journal - October 23

Tesla investors have a lot of questions for Musk about Trump

On a forum that Tesla uses to solicit questions from investors ahead of earnings, there are a bunch of questions about Republican nominee Donald Trump.

Business - CNBC - October 23

Why bond yields are rising and what stock investors should do about that

Bond traders are at it again, pushing Treasury yields higher and signaling the Fed was too heavy-handed when it cut rates last month.

Business - CNBC - October 23

Tesla investors should be wary of Elon Musk’s continued irrational exuberance

Tesla investors who were elated over the many positive statements by Chief Executive Elon Musk & Co. on Wednesday should rein in some of their expectations and remember the past.

Business - MarketWatch - October 24

Investors give funds aligned to Paris Agreement a wider berth

ESG funds which track companies’ adherence to climate pledges have been falling from favour

World - Financial Times - October 24

Jeff Vinik sells stake in NHL's Tampa Bay Lightning to investor group

Jeff Vinik sold a portion of the NHL's Tampa Bay Lightning to a group of investors led by Doug Ostrover and Marc Lipschultz, both of Blue Owl Capital.

Business - CNBC - October 24

Trump tariffs: Why stock-market investors are underrating impact

Donald Trump’s most unconventional policy proposal is also one he’s been most consistent in promoting: universal tariffs.

Business - MarketWatch - 6 days ago

Gold hasn’t been acting like it normally does. What that means for investors.

Gold hasn’t been acting like it normally does — and it has some good reasons to shake off its typical inverse relationship to U.S. stocks, the dollar and Treasury yields.

Business - MarketWatch - 6 days ago

Cornish miner hoping to capitalise on global race for lithium

Analysts expect supply deficit to develop as countries race to meet climate targets

World - Financial Times - 5 days ago

Amazon's satellite spending has investors on edge. The payoff may be worth the wait

Amazon is pouring money into satellite internet service Project Kuiper. Investors have questions on what it means for profits.

Business - CNBC - 4 days ago

How worried should stock-market investors be about a ‘lost decade’?

It’s theoretically possible that the stock market will play out a “Roaring ‘20s” scenario for the rest of this decade.

Business - MarketWatch - 4 days ago

Founder-Friendly Investors: Backers Should Have Your Back

Inc.’s annual Founder-Friendly Investors list highlights the capital providers that will offer a helping hand, not just deep pockets.

Business - Inc. - 4 days ago

Investors need clarity on BP policy not boss’s weak promises

Shareholders still do not know if giant will jettison goal to cut oil and gas production by 25% by 2030. There goes another of BP’s shiny targets-cum-ambitions. This one is not related to the pace ...

World - The Guardian - 3 days ago

UK visa process for AI experts should be streamlined, says government adviser

Recommendations from Matt Clifford on boosting the tech industry also include special zones for data centres