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☆ A four-day work week could be coming as AI proliferates — and these companies could capitalize
▼ + stars: | 2024-04-17 | by ( Hakyung Kim | ) www.cnbc.com time to read: +6 min

Hedge fund manager and New York Mets baseball team owner Steven Cohen has already begun to invest in a four-day work week. Cohen isn't alone in forecasting a four-day work week. Jefferies thinks artificial intelligence will make workers more efficient and eventually lead to a four-day work week becoming the norm, according to a note from June 2023. Bank of America also expects the changing post-pandemic work landscape may result in a shorter work week. Opposition to change Opponents to a shorter work week, however, argue that such a change is both politically and economically unfeasible.

Persons: Steven Cohen, " Cohen, Cohen isn't, Jefferies, Henry Ford, Ford, Christian Magoon, Cohen, Magoon, It's, David Bahnsen, Bahnsen, I'm Organizations: New York Mets, CNBC, Bank of America, Economic, COVID, Cloud Technology ETF, IVES, Ionos, Broadcom, Cisco Systems, General Dynamics Locations: France, U.S, Nice

☆ Bond market's biggest mover is the Fed's terminal rate, says 3Fourteen's Warren Pies
▼ + stars: | 2024-04-15 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBond market's biggest mover is the Fed's terminal rate, says 3Fourteen's Warren PiesWarren Pies, 3Fourteen Research founder, and David Bahnsen, The Bahnsen Group CIO, joins 'Closing Bell Overtime' to talk the day's market action.

Persons: Bond, Warren, David Bahnsen Organizations: 3Fourteen Research, Bahnsen

☆ Hedge funds are selling stocks at the fastest pace in three months and stepping up short bets
▼ + stars: | 2024-04-09 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Hedge funds are dumping stocks at the fastest pace in three months as what's often called " the smart money " stepped up bearish wagers against equities amid the recent pullback. The professionals sold global stocks on a net basis for a second straight week last week, driven almost entirely by short sales, according to Goldman Sachs' prime brokerage data. It marked the biggest selling week for hedge funds since mid-January, the data showed. Its hedge fund clients sold stocks for a fifth consecutive week last week, exiting shares across small-, mid- and large-cap companies. The S & P 500 declined nearly 1%, its biggest weekly loss since early January, although the equity benchmark is still only 1.7% below its record high.

Persons: Goldman Sachs, David Bahnsen, Goldman, Jean Boivin, — CNBC's Michael Bloom Organizations: Bank of, Dow, Bahnsen Group, P Retail, Traders, Fed, BlackRock Investment Institute Locations: U.S

☆ Bahnsen Group's CIO: Dividend growers perform 'far better' in markets
▼ + stars: | 2024-03-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBahnsen Group's CIO: Dividend growers perform 'far better' in marketsDavid Bahnsen, chief investment officer at the Bahnsen Group, joins 'The Exchange' to discuss the benefits of dividend growth investing, finding opportunities between American and international markets, and more.

Persons: David Bahnsen Organizations: Bahnsen Locations: David

☆ Here's why Bahnsen Group's CIO favors Texas Instruments
▼ + stars: | 2024-02-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Bahnsen Group's CIO favors Texas InstrumentsDavid Bahnsen, chief investment officer at the Bahnsen Group, joins 'The Exchange' to discuss why he favors Texas Instruments, where to find opportunities in the semiconductor space, and more.

Persons: Bahnsen, David Bahnsen Organizations: Bahnsen, Texas

☆ The Fed went too tight too fast, says David Bahnsen
▼ + stars: | 2023-11-24 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed went too tight too fast, says David BahnsenIronsides’ Barry Knapp and Bahnsen’s David Bahnsen, join 'Closing Bell: Overtime' to discuss the markets and economy.

Persons: David Bahnsen Ironsides ’ Barry Knapp, Bahnsen’s David Bahnsen

☆ There's eroding demand in oil, says financial advisor David Bahnsen
▼ + stars: | 2023-11-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's eroding demand in oil, says financial advisor David BahnsenDavid Bahnsen, chief investment officer at the Bahnsen Group, joins 'The Exchange' to discuss the impact of interest rates on the market, the case for private credit, and more.

Persons: David Bahnsen David Bahnsen Organizations: Bahnsen

☆ Premarket stocks: Big Tech earnings can make or break this market
▼ + stars: | 2023-10-25 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +6 min

New York CNN —In an unstable economic climate marked by geopolitical unrest, concerns about the Federal Reserve and soaring Treasury yields, investors are closely watching this week’s Big Tech earnings for clues about where the volatile stock market may head next. That means investors are watching their earnings particularly closely for prognostications about where the market is headed next. Big tech controls the market: Excluding Big Tech, the average earnings for S&P 500 companies would drop by 5% this quarter, according to Bloomberg Intelligence data. “Big Tech valuations pose risks for the broader markets, as Big Tech has contributed to almost all of the stock market’s year-to-date gains,” said David Bahnsen, chief investment officer of the Bahnsen Group. “This lack of market breadth suggests that investors are still highly prone to chasing momentum and getting overly excited about different market themes and stories, such as artificial intelligence.”It also suggests that there’s not a lot of room for any Big Tech earnings missteps.

Persons: —, ”, David Bahnsen, there’s, Louis Navellier, Matt Egan, ” Brian Nelson, Samantha Murphy Kelly Organizations: CNN Business, Bell, New York CNN, Federal Reserve, Big Tech, Microsoft, Google, Nvidia, Apple, Bloomberg Intelligence, Bahnsen, Navellier, Associates, Treasury Department, Gulf Cooperation, United, United Arab Emirates, Saudi, GCC, Treasury, Hamas, United Arab, Mac, IDC Locations: New York, States, Saudi Arabia, Qatar, Kuwait, Oman, Bahrain, United Arab, Israel, US, Riyadh, United States, Sudan, Algeria, Turkey, United Arab Emirates, Treasury’s

☆ The Israel-Hamas war hasn’t set off market panic. That doesn’t mean investors aren’t concerned
▼ + stars: | 2023-10-24 | by ( Krystal Hur | ) edition.cnn.com time to read: +4 min

New York CNN —Investors have much on their minds these days, but there’s one thing seemingly staying under the radar. The Israel-Hamas war, which began in early October, initially rattled global financial markets, sending stocks tumbling, the Israeli shekel sliding and oil prices climbing. Potential escalation, potential impactNow, markets are looking decidedly less bright. Wall Street hasn’t completely shrugged off the potential impacts on financial markets from the Israel-Hamas war. His firm increased its allocation to longer-term government bonds this week to lock in currently high yields before potential declines down the line.

Persons: “, ”, Yung, Yu Ma, David Bahnsen, Ma Organizations: New, New York CNN —, Peoples, Treasury, Federal, BMO Wealth Management, Microsoft, Fed, Dow Jones, Traders Locations: New York, Israel, Saudi Arabia, Russia

The benchmark S&P 500 index (.SPX) bounced above 4200, a key technical level, after falling almost a percent during the open. Microsoft (MSFT.O), Alphabet (GOOGL.O), Amazon.com (AMZN.O) and Meta Platforms (META.O), which have helped power the S&P 500 (.SPX) higher in 2023 while the other indexes lagged, report later this week. Chipmaker Intel (INTC.O), oil major Exxon Mobil (XOM.N), General Motors (GM.N) are among other major companies set to report results this week. Overall, earnings are expected to grow at 1.2% in the third quarter for S&P 500 companies, as per LSEG data. Seven of the 11 major S&P 500 sub sectors were in the green, with industrials (.SPLRCI) and communication services (.SPLRCL) leading gains.

Persons: Brendan McDermid, Hess, Bill Ackman's, David Bahnsen, Piper Sandler, Morgan, advancers, Shubham Batra, Shashwat Chauhan, Sriraj Kalluvila, Maju Samuel Organizations: New York Stock Exchange, REUTERS, Chevron, Walgreens, Dow, Nasdaq, Capital Management, Microsoft, Intel, Exxon Mobil, General Motors, Dow Jones, Walgreens Boots Alliance, Hess Corp, FMC, NYSE, Thomson Locations: New York City, U.S, East, Israel, Gaza, Lebanon, Bengaluru

☆ I wouldn't touch the Instacart IPO 'with a 10-foot pole', says David Bahnsen
▼ + stars: | 2023-09-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI wouldn't touch the Instacart IPO 'with a 10-foot pole', says David BahnsenDavid Bahnsen, The Bahnsen Group founder, and Chris Harvey, Wells Fargo Securities head of equity strategy, joins 'Closing Bell Overtime' to talk Instacart's possible pricing, the day's market action and more.

Persons: David Bahnsen David Bahnsen, Chris Harvey Organizations: Bahnsen, Wells, Wells Fargo Securities Locations: Wells Fargo

☆ The Fed hiking rates in an election year is highly unlikely, says Bahnsen Group CIO
▼ + stars: | 2023-09-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed hiking rates in an election year is highly unlikely, says Bahnsen Group CIODavid Bahnsen, Bahnsen group chief investment officer, and Brian Weinstein, Morgan Stanley Investment Management's head of fixed income, join 'The Exchange' to discuss the futures market expectations for upcoming Fed actions, tracking long term data indicators, and the Fed's plans for rates in an election year.

Persons: David Bahnsen, Brian Weinstein, Morgan Stanley Organizations: Morgan Stanley Investment

☆ Invest in consumer staple stocks that have sustainable and growing dividends: Wealth management firm
▼ + stars: | 2023-08-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvest in consumer staple stocks that have sustainable and growing dividends: Wealth management firmDavid Bahnsen of The Bahnsen Group explains why he doesn't believe in chasing dividends, and suggests that investors look into companies that are primarily good businesses.

Persons: David Bahnsen Organizations: Invest

☆ Reduce risk by tracking cash flows through rising dividends, say David Bahnsen
▼ + stars: | 2023-07-31 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailReduce risk by tracking cash flows through rising dividends, say David BahnsenDavid Bahnsen, chief investment officer at the Bahnsen Group, joins 'The Exchange' to discuss subpar returns when overpaying for stocks, reducing risk by focusing on cash flows, and the earnings power of the energy sector.

Persons: David Bahnsen David Bahnsen, subpar Organizations: Bahnsen

[1/2] A trader works on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 24, 2023. The Fed lifted its benchmark overnight interest rate by a widely expected 25 basis points, marking the 11th hike in the U.S. central bank's past 12 policy meetings. As of Wednesday, 77.6% of the 152 companies listed on the S&P 500 (.SPX) that have reported earnings have beaten analysts' expectations as compiled by Refinitiv. Advancing issues outnumbered decliners on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 1.64-to-1 ratio favored advancers. The S&P 500 posted 29 new 52-week highs and no new lows; the Nasdaq Composite recorded 72 new highs and 92 new lows.

Persons: Brendan McDermid, Dow, Jerome Powell, Goldman Sachs, Angelo Kourfafas, Edward Jones, Brent Schutte, David Bahnsen, Jim Vena, Lance Fritz, Wells Fargo, decliners, Bansari Mayur Kamdar, Johann M, Savio D'Souza, Anil D'Silva, Maju Samuel, Richard Chang Organizations: New York Stock Exchange, REUTERS, Microsoft, Boeing, Dow, Nasdaq, Federal, Fed, Northwestern Mutual Wealth Management, Google, NYSE, Bahnsen, Meta, Facebook, Refinitiv, Reuters Graphics Reuters, Dow Jones, Union Pacific, Thomson Locations: New York City, U.S, Bengaluru

[1/2] A trader works on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 24, 2023. Microsoft (MSFT.O) eased 4.0% after laying out an aggressive spending plan to meet demand for its new artificial intelligence (AI)-powered services. "This is indicative of the selectivity we are seeing in big tech after such a stock price surge so far this year." Advancing issues outnumbered decliners by a 1.50-to-1 ratio on the NYSE and by a 1.32-to-1 ratio on the Nasdaq. The S&P index recorded 24 new 52-week highs and no new lows, while the Nasdaq recorded 58 new highs and 64 new lows.

Persons: Brendan McDermid, David Bahnsen, Melissa Brown, we're, Dow, Jim Vena, Lance Fritz, Wells Fargo, Bansari Mayur Kamdar, Johann M, Savio D'Souza, Anil D'Silva, Maju Samuel Organizations: New York Stock Exchange, REUTERS, Microsoft, Boeing, Dow, Nasdaq, Federal, Google, NYSE, Bahnsen, Facebook, Applied Research, Reuters Graphics Reuters, Dow Jones, Union Pacific, Thomson Locations: New York City, U.S, Qontigo, Bengaluru

☆ Big sections of the market are trading at very reasonable multiples, says Ariel's Charlie Bobrinskoy
▼ + stars: | 2023-06-30 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig sections of the market are trading at very reasonable multiples, says Ariel's Charlie BobrinskoyCharlie Bobrinskoy, Ariel Investments vice chairman, and David Bahnsen, The Bahnsen Group CIO, join 'Closing Bell Overtime' to talk the day's market action, what's ahead for the second half, Apple's $3 trillion valuation and more.

Persons: Charlie Bobrinskoy Charlie Bobrinskoy, Ariel, David Bahnsen Organizations: Bahnsen

☆ It's Fed Day. Here's what markets are eyeing as Powell gets ready to speak.
▼ + stars: | 2023-06-14 | by ( Max Adams | ) www.businessinsider.com time to read: +5 min

The Federal Reserve is set to announce a critical policy decision today — hike (possibly), pause (likely), or cut (probably not). The Fed has made 10 consecutive rate hikes leading up to today, making for one of its most aggressive tightening campaigns ever. Tuesday's cooler-than-expected inflation data is still double the Fed's 2% target, which suggests there could be more hawkishness ahead. Meanwhile, Wharton professor Jeremy Siegel suggested in a separate note that the Fed may actually be done with policy tightening altogether. He explained that, since he doesn't see a recession, the stock market could actually rally higher across all sectors because of investor FOMO.

Persons: Jerome Powell, David Bahnsen, Mohamed El, —, Christopher Waller, Wharton, Jeremy Siegel, Powell, Goldman Sachs, David Solomon, Tom Lee, FOMO, Read, Warren Buffett's, they're, Qatar's Sheikh Jassim, Jim Ratcliffe, Max Adams, Hallam Bullock, Nathan Rennolds Organizations: Federal, Reuters, Bahnsen, Reserve, Spar Group, Capital Economics, Berkshire Hathaway, Manchester United Locations: New York, London

☆ Markets think that a Fed pause on rate hikes is a sure thing after CPI shows inflation falling further in May
▼ + stars: | 2023-06-13 | by ( Max Adams | ) www.businessinsider.com time to read: +2 min

Markets think the odds the Fed hits pause on further rate hikes this week are close to 100%. Fed fund futures pricing showed investors think the odds of a pause rose after the release of May's CPI. That figure jumped from around 75% before Tuesday morning's release of the Consumer Price Index showed inflation cooled to 4% year over year in May. That's the lowest rate of inflation in two years, and will be a big factor in whatever the Fed decides to do this week. May's CPI report showed prices rose 0.1% month over month, less than the 0.2% gain projected by economists.

Persons: —, David Bahnsen, Stocks Organizations: CPI, Consumer, Service, Markets, Federal, Reserve, Bahnsen

☆ Economy might see 'mild recession' like 2002, says Citi's David Bailin
▼ + stars: | 2023-06-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy might see 'mild recession' like 2002, says Citi's David BailinDavid Bailin, Citi Global Wealth CIO and global head of investments, and David Bahnsen, founder and CIO at the Bahnsen Group, join ‘The Exchange’ to discuss whether we are on the verge of a recession, what the recent job data suggests, and more.

Persons: Citi's David Bailin David Bailin, David Bahnsen Organizations: Citi Global Wealth CIO, Bahnsen

☆ Watch CNBC’s full interview with Invesco’s Brian Levitt and Bahnsen Group’s David Bahnsen
▼ + stars: | 2023-05-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Invesco’s Brian Levitt and Bahnsen Group’s David BahnsenInvesco’s Brian Levitt and Bahnsen Group’s David Bahnsen join 'Closing Bell: Overtime' to discuss expectations for the Fed and its impact on the markets.

☆ Invesco’s Brian Levitt believes the market is at the end of the tightening cycle
▼ + stars: | 2023-05-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvesco’s Brian Levitt believes the market is at the end of the tightening cycleInvesco’s Brian Levitt and Bahnsen Group’s David Bahnsen, join 'Closing Bell: Overtime' to discuss expectations for the Fed and its impact on the markets.

☆ My Bid to Make JPMorgan Less Woke
▼ + stars: | 2023-04-17 | by ( David Bahnsen | ) www.wsj.com time to read: 1 min

Left-wing activists have been harassing corporate America with demands for more diversity and inclusion in the boardroom and among their employees. That’s a fine goal, but the left’s demands are becoming more militant. The activism is distracting companies from their core mission to make profits and serve investors and customers with quality products. Why not take a page out of the left’s playbook and drag companies back to the political middle?

☆ Play defense with these fortress stocks in the second quarter
▼ + stars: | 2023-04-02 | by ( Michelle Fox | ) www.cnbc.com time to read: +9 min

Bahnsen's investment philosophy focuses specifically on high-quality stocks that have a high dividend yield, along with consistent increases. One of his favorite plays is Procter & Gamble , which currently has a dividend yield of 2.5%. EOG has a 2.9% dividend yield and also has been paying a special dividend. Health-care names Names in the health-care sector are generally considered defensive. Quanta Services has a dividend yield on the lower end, at 0.2%.

☆ Silicon Valley Bank: What experts think of US regulators response to the fallout
▼ + stars: | 2023-03-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSilicon Valley Bank: What experts think of US regulators response to the falloutAaron Klein, senior fellow in economic studies at The Brookings Institute, Raghuram Rajan, professor of finance at the University of Chicago Booth School of Business, and David Bahnsen, founder and chief investment officer of the Bahnsen Group, join 'The Exchange' to discuss the Fed's response to the SVB fallout, bank market risk, and the contagion effect from SVB.

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