Latest in Strategist Says Stock
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The stock market hasn’t priced in a Trump win, Morgan Stanley strategist says
The chief U.S. stock-market strategist at Morgan Stanley says the fact that financial stocks are rallying has more to do with fundamentals than with the approaching election.Business - MarketWatch - October 28 -
‘FOMO’ could help drive stocks higher after the election, one top Goldman Sachs strategist says
The upcoming U.S. election has helped inspire a sense of foreboding on Wall Street, judging by the still-elevated level of the Cboe Volatility Index, otherwise known as the VIX or the stock ...Business - MarketWatch - October 28 -
For investors, 'there are a number of reasons to be bullish,' JPMorgan strategist says
J.P. Morgan Asset Management's Jordan Jackson is forecasting markets will bounce back by the end of the year.Business - CNBC - October 24 -
Are U.S. stocks really headed for a ‘lost decade’? Why one strategist disagrees.
Are U.S. stocks really headed for a “lost decade,” as several prominent Wall Street firms have warned? The founder of one eponymous research shop doesn’t think so.Business - MarketWatch - October 23 -
Democrats sweat Harris' polls, but strategists say election is 'jump ball': ANALYSIS
Operatives from each side see both paths to victory and potential pitfalls.Top stories - ABC News - October 25 -
This popular ‘Trump trade’ may have run its course — at least for now, strategist says
One key ally of former President Donald Trump grabbed headlines recently when he suggested that $2 trillion in federal spending could be cut during a second Trump Administration. That could mean ...Business - MarketWatch - October 30 -
Inflation is going higher, this market strategist says. Here’s his master ETF plan to profit from it.
Hedgeye’s Keith McCullough is long gold, utilities, real estate and emerging markets ETFs.Business - MarketWatch - 6 days ago -
40% of investors are considering this money move after the election: It may cost them 'really great gains,' says market strategist
Making decisions about your portfolio based on the election will likely cost you, experts say. Here's how to keep anxiety from hurting your finances.Business - CNBC - 4 days ago -
Democratic strategist says her party has lost 'common sense' and the ability to speak to 'normal people'
Democratic strategist Julie Roginsky hit the party over what she said is a lack of "common sense" and an inability to "speak to people like they're normal" just days after Vice President Harris's ...Politics - The Hill - Yesterday -
Democratic strategist on the party's economic message
A CBS News exit poll found that 45% of voters felt that their financial situation was worse than it was four years ago. Hyma Moore, the former director for the office of Democratic National ...Top stories - CBS News - 2 days ago -
A Battered HamasCharts PathWithout Its Chief Strategist
After Yahya Sinwar’s death, the Palestinian militant group must craft a new blueprint in its war with Israel.World - The Wall Street Journal - October 18 -
Microsoft and these other stocks are the way to play AI now, says Goldman Sachs
So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.Business - MarketWatch - October 14 -
The Stock Market’s Bullish Run Is Likely to Continue, Analysts Say
The bullishness on Wall Street is largely based on confidence that the Federal Reserve will tame inflation, the economy will remain solid and corporate earnings will continue to grow.Business - The New York Times - October 15 -
Why Einhorn says it’s the most expensive stock market in decades
One leading hedge fund says it’s not just tech stocks with nosebleed valuations.Business - MarketWatch - October 16 -
Nvidia’s stock can hit $190 as ‘generational opportunity’ unfolds, says BofA
Nvidia’s free cash flow in the coming years could rival Apple’s, one analyst said.Business - MarketWatch - October 19 -
IBM says AI business is rapidly growing, but that’s not enough to help the stock
IBM’s stock is falling despite a profit beat for the third quarter, as consulting revenue came in flat and infrastructure revenue declined.Business - MarketWatch - October 24 -
Home Depot is both a secular and cyclical stock, Jim Cramer says
CNBC's Jim Cramer on Monday suggested that Home Depot is able to both grow independently of the business cycle and flourish when the economy is doing well.Business - CNBC - October 29 -
These stocks could benefit from Trump’s election victory, B. Riley says
Trump’s victory could benefit a host of stocks from sectors such as coal mining, fintech, cryptocurrency and for-profit education, says B. Riley Securities.Business - MarketWatch - 3 days ago -
Upstart’s stock roars higher. Here’s why analysts say the tide is turning.
Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.Business - MarketWatch - Yesterday -
Polls show an election that could be the 'closest since Bush v. Gore'
There are few predictions about the November election, let alone the kind of consensus views that defined the final days of the last four presidential campaigns.Top stories - NBC News - October 19 -
Gillespie’s role as Pakistan Test coach reduced to ‘matchday strategist’
PCB cut duties after first Test loss against England ‘I was not involved in decision-making, I was just there’ Jason Gillespie, Pakistan’s red-ball coach, has described his role as “matchday ...World - The Guardian - October 23 -
Here’s the biggest threat to the bull market, according to one strategist
Dhaval Joshi, chief strategist of BCA Research’s Counterpoint, says the biggest threat to the U.S. bull market comes from Japan.Business - MarketWatch - October 24 -
Latino political strategist responds to Puerto Rico jokes at Trump MSG rally
ABC News speaks with Latino Victory Fund chair Luis Miranda after a comedian at former President Trump's NYC rally called Puerto Rico a "floating island of garbage."Top stories - ABC News - October 29 -
Republicans preparing to reject US election result if Trump loses, warn strategists
Polling experts point to ‘fake polls’ exaggerating his support, with baseless lawsuits alleging fraud already filed. US elections 2024 – live updates Republicans are already laying the ground ...World - The Guardian - November 1 -
Democratic strategist Joel Payne on the next steps for the Democratic Party after their loss
Following setbacks in the White House and Senate, Democrats are looking to assess what went wrong in the election. CBS News political contributor Joel Payne joins "CBS Mornings Plus" to talk about ...Top stories - CBS News - 2 days ago -
‘DJT’ and Trump-related stock Phunware had an eventful day. This is what people are saying about them.
Shares of Trump Media & Technology Group Corp. and mobile-advertising software company Phunware Inc. were both halted for volatility Tuesday on an eventful day for both stocks.Business - MarketWatch - October 15 -
The stock market has flashed a sell signal not seen since February 2021, Bank of America says
Bank of America said "froth" is on the rise as investors aggressively invest in a stock market that's cruising at record highs.Sports - Yahoo Sports - October 16 -
Jim Cramer says he would be a buyer of Disney if the stock goes to this key level
Buying on weakness makes sense because the slowdown in Disney's theme parks business will eventually abate, Jim Cramer said Wednesday.Business - CNBC - October 17 -
Jim Cramer says Apple stock can 'blow through' records on real iPhone data out of China
New Counterpoint data is the second positive iPhone report this week after a recent slew of mixed Wall Street analysts' commentary.Business - CNBC - October 18 -
AMD’s stock stands out from other AI names. What that may say about the market.
AMD’s stock is the only one of select AI names with a lower forward multiple now than its five-year average.Business - MarketWatch - October 21 -
Amazon’s satellite constellation doesn’t offer its stock much upside, says BofA
The company’s ambitious Project Kuiper broadband satellite system has been attracting a lot of attention recently.Business - MarketWatch - October 21 -
Citi has a new theory about the economy — and says investors should pick stocks that can stand on their own
Strategists at Citi like companies where there are positive trends on return on equity that are driven by operations instead of buybacks.Business - MarketWatch - October 22 -
McDonald’s stock drops as Quarter Pounders linked to E. coli outbreak, CDC says
An outbreak of E. coli linked to McDonald’s Corp. Quarter Pounder burgers has killed one person and hospitalized 10 people in 10 states.Business - MarketWatch - October 23 -
Jim Cramer says don't sell Starbucks stock on the new CEO's painful moves to right the ship
New Starbucks CEO Brian Niccol has cleared the decks for his turnaround plan.Business - CNBC - October 23 -
Shares of Peloton surge 11% after David Einhorn says stock is significantly undervalued
Peloton has been in the middle of a turnaround and Greenlight Capital's David Einhorn thinks the stock is significantly undervalued.Business - CNBC - October 24 -
Here’s what BlackRock’s Larry Fink says will be powering the stock market for years to come
The head of BlackRock says companies are growing into ‘extreme’ price-to-equity ratios.Business - MarketWatch - October 29
