The S&P 500 may be trading around 2022 lows, but a new report finds active managers are having their best year since 2009. The numbers suggest they still have a long way to go, though. S&P Glo...
Tag: Wall Street
Stock Market Enters Dangerous ‘TARA’ Regime
Stock Market AFP via Getty Images As the bleed-out in stocks continues, the bearish mood sweeps Wall Street. Last week, Morgan StanleyMS reiterated their earnings recession call. They predict stocks a...
Pension fund panic led to Bank of England’s emergency intervention
The Bank of England on Wednesday launched a historic intervention in the U.K. bond market in order to shore up financial stability, with markets in disarray following the new government’s fiscal...
Ken Griffin says Fed has not done enough, must continue on its path to reset inflation expectations
Ken Griffin, Citadel at Delivering Alpha, Sept. 28, 2022. Scott Mlyn | CNBC Ken Griffin, Citadel’s founder and CEO, believes the Federal Reserve has more work to do to bring down inflation even ...
Stanley Druckenmiller sees ‘hard landing’ in 2023 with a possible deeper recession than many expect
Billionaire investor Stanley Druckenmiller believes the Federal Reserve’s attempt to quickly unwind the excesses it helped build up for a decade with easy monetary policy will not end well for t...
Investors believe aggressive Fed will keep stock market down for the rest of 2022, CNBC survey shows
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, September 26, 2022. Brendan McDermid | Reuters (Click here to subscribe to the new Delivering Alpha newsletter.) The Federa...
Cathie Wood’s new fund gives small investors access to the VC market for just $500
Cathie Wood, chief executive officer and chief investment officer, Ark Invest, speaks during the Milken Institute Global Conference on May 2, 2022 in Beverly Hills, California. Patrick T. Fallon | AFP...
Keurig Dr Pepper, CSX, Li Auto and more
Check out the companies making headlines before the bell: Keurig Dr Pepper — The consumer stock fell 1.5% premarket after Goldman Sachs downgraded the stock to neutral from a buy rating. The Wall Stre...
Wall Street’s fear gauge hits highest level since June
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, U.S., January 31, 2018. Brendan McDermid | Reuters A measure of fear in stocks just hit the highest level in three months a...
PG&E, Lyft, Las Vegas Sands, more
Check out the companies making headlines before the bell: Planet Fitness — Shares of the gym franchise jumped nearly 3% in premarket trading after Raymond James upgraded the stock to strong buy from m...
ETF popularity hits record number
ETFs are seeing a record surge in popularity. The industry hit a milestone with more than 3,000 ETFs trading simultaneously for the first time ever this month — a 30% increase since December 2020, acc...
Hedge funds ramp up market bets as volatility brings the asset class back into favor
Traders work on the floor of the New York Stock Exchange on September 21, 2022 in New York City. Michael M. Santiago | Getty Images The extreme market volatility is not causing hedge funds to back dow...
Lauren Taylor Wolfe says it’s just too risky for investors to ignore ESG amid recent pushback
(Click here to subscribe to the Delivering Alpha newsletter.) According to Deloitte, global ESG assets under professional management could be worth $80 trillion by 2024. But this growth in popularity ...
HSBC warns investors to avoid European stocks in the search for value
Fog shrouds the Canary Wharf business district including global financial institutions Citigroup Inc., State Street Corp., Barclays Plc, HSBC Holdings Plc and the commercial office block No. 1 Canada ...
Palantir CEO Alex Karp says tidal wave of macroeconomic risks will wipe out some companies
Alex Karp, CEO of Palantir arrives ahead of a “Tech For Good” meetup at Hotel Marigny in Paris on May 15, 2019, held to discuss good conduct for technology giants. Bertrand Guay | AFP | Ge...
Robinhood jumps after report that SEC will not ban payment for order flow
A woman holds a smartphone with the Robinhood logo in the background. Rafael Henrique | Sopa Images | Lightrocket | Getty Images Shares of retail brokerage Robinhood popped Thursday after a report tha...
The Fed forecasts hiking rates as high as 4.6% before ending inflation fight
U.S. Federal Reserve Board Chairman Jerome Powell speaks during a news conference at the headquarters of the Federal Reserve, July 27, 2022 in Washington, DC. Drew Angerer | Getty The Federal Reserve ...
Fed should hike interest rate rates 150 basis points: Wells Fargo
It’s a move that would likely cause panic on Wall Street. But Wells Fargo Securities’ Michael Schumacher suggests the Federal Reserve is raising rates too slowly, telling CNBC’s R...
Ford, Change Healthcare, Cognex and more
Take a look at some of the biggest movers in the premarket: Ford (F) – The automaker’s stock fell 4.5% in the premarket after it warned that quarterly earnings would take a hit of about $1 billi...
Bitcoin drops 5% to its lowest level in 3 months as risk assets continue to get crushed
Ether has hugely outperformed bitcoin since both cryptocurrencies formed a bottom in June 2022. Ether’s superior gains have come as investors anticipate a major upgrade to the ethereum blockchai...
AutoZone, Take-Two Interactive, bluebird bio and more
Take a look at some of the biggest movers in the premarket: AutoZone (AZO) – AutoZone gained 3.9% in premarket action after the auto parts retailer reported better-than-expected profit and revenue for...
BofA predicts breakout in mergers due to downcycle
Mergers in software may be about to break out. Top investment banker Rick Sherlund of Bank of America sees a wave of struggling companies putting themselves up for sale at cheaper prices due to the ec...
Cathie Wood’s contrarian deflation call gets endorsements from Elon Musk, Jeffrey Gundlach
Cathie Wood, chief executive officer and chief investment officer, Ark Invest, gestures as she speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022 in Miami, Flo...
Ares Management CEO Michael Arougheti breaks down where to find yield in a world of uncertainty
(Click here to subscribe to the Delivering Alpha newsletter.) Inflation, a hawkish Fed, fears of a recession have all made 2022 a tough environment for investing. A traditional portfolio of stocks an...
Next Fed rate hike to spark dangerous game in economy: Peter Boockvar
The market’s violent reaction to hotter-than-expected inflation may usher in more losses. Investor Peter Boockvar believes Wall Street is coming to grips with a painful reality: Inflation isn...
Inflation ‘collapse’ will spark big stock market gains: Credit Suisse
Credit Suisse expects the Federal Reserve to pause interest rate hikes sooner than widely expected due to tumbling inflation. According to the firm’s chief U.S. equity strategist, it will launch...
Morgan Stanley’s Got A Brand New Bag — And Influencer To Sell It
Influencer Haley Sacks, aka @MrsDowJones, is here to help Morgan Stanley and Rebecca Minkoff change your thinking about style on Wall Street. Hey, remember those canvas duffel bags emblazoned with the...
Nucor And 19 Other Stocks With High Returns On Equity
. Measuring Profitability By What Shareholders Earned Return on equity is a popular measure of profitability and corporate management excellence. The measure is determined by dividing the annual earni...
New Fed banking chief targeting crypto and climate change as top priorities
President Joe Biden will nominate Michael Barr to be the Federal Reserve’s top regulator in charge of big banks. Barr, who served as assistant Treasury secretary for financial institutions durin...
The Fed must do two things to re-establish credibility, Allianz’s El-Erian says
Although it has now established more consistent messaging to the market, the U.S. Federal Reserve needs to do two more things to re-establish its credibility, according to Mohamed El-Erian, chief econ...
Chewy, HP, CrowdStrike and more
Chewy CEO Sumit Singh (C) rings the opening bell to commence the day’s trading for the Chewy Inc. IPO at the New York Stock Exchange (NYSE), June 14, 2019. Andrew Kelly | Reuters Check out the c...