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☆ Stanley Druckenmiller built a big bullish position in small-cap stocks last quarter
▼ + stars: | 2024-05-16 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Billionaire investor Stanley Druckenmiller revealed a big bullish position in small-cap stocks last quarter, according to a new regulatory filing. A call option gives an investor the right to buy an asset at a specified — or strike — price within a certain period. As of the end of March, Druckenmiller owned 31,579 call contracts with unknown value, strike price or expiry, according to the filing. The noted investor also took some profit in his big Nvidia bet last quarter by slashing the stake by more than 70%. Other than these changes, Druckenmiller added a sizable stake in semiconductor name Coherent , making it his eighth-biggest holding.

Persons: Stanley Druckenmiller, Russell, Druckenmiller, We've, I'm, Warren Buffett, George Soros Organizations: Duquesne Family Office, U.S . Securities, Exchange, Nvidia, CNBC, Quantum Fund, Duquesne Capital Management Locations: Duquesne

☆ A stock trader who consistently beats the S&P 500 and returned 118% in his best year shares how he's investing his money in 2024 — and what ETF he would add to his portfolio if he was a 'set and forge
▼ + stars: | 2024-05-15 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +6 min

Courtesy of Erik SmolinskiHe says he has a long position in iShares Russell 2000 ETF (ETF, IWM) and iShares 20+ Year Treasury Bond (ETF, TLT). AdvertisementThe portfolio addition for the hands-off investor: the iShares Russell 2000 ETFSmolinski recognizes that, as an investor, he's "more active than I imagine most people want to be." For the everyday investor who wants to be more hands-off, he recommends buying the iShares Russell 2000 ETF. This investment tracks the Russell 2000 Index, which measures the performance of small caps. That would be the next expression, so: looking at strong sectors, strong sub-sectors, then finding the leading stocks within those strong performing sub-sectors."

Persons: —, Erik Smolinski, he's, Smolinski, He's, Russell Organizations: Service, Business, Marine, Treasury Bond, Nasdaq Locations: California, Norway, iShares Russell

☆ A bank ETF could bounce if inflation data is cooler than expected, Bank of America says
▼ + stars: | 2024-05-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The rapid shift in expectations away from multiple rate cuts this year may have created a trading opportunity around Wednesday's inflation data, according to Bank of America. We believe squeeze risks for rate-sensitive laggards on a CPI miss outweigh downside risks on a CPI beat," Kwon wrote. Specifically, there could be an opportunity to bet on the squeeze risk through the SPDR S & P Regional Banking ETF (KRE) , Kwon said. KRE YTD mountain This regional bank ETF is underperforming the broader market year to date. Investors could position for this potential squeeze by just buying the ETF outright, though that does carry the risk of a hot inflation reading pushing regional bank stocks down.

Persons: Ohsung Kwon, Kwon, Russell, CNBC's Michael Bloom Organizations: Bank of America . Equity, Regional Banking, Federal Reserve, Silicon Valley Bank, First Republic, Bank of America Locations: IWM, Silicon

☆ An even better way to play a potential small-cap stock breakout, according to the charts
▼ + stars: | 2024-03-23 | by ( Todd Gordon | ) www.cnbc.com time to read: +5 min

Is the breakout from resistance likely and should you consider allocating exposure to this basket of 2000 small capitalization stocks? I think the breakout should occur, but I don't think we should increase exposure to the Russell 2000 for two reasons. Ideally the rotation was going to carry through into the upper-right green quadrant indicating confirmed outperformance relative to the S & P 500. I'm not saying we shun small caps all together and continue to focus on the large caps. We need to focus on fundamentally sound small cap companies and we can do so through the Pacer US Small Cap Cash Cows 100 ETF (CALF) .

Persons: Russell, Powell, Gordon, POWL Organizations: Federal Reserve, Powell Industries, Edge, Inside Edge Capital Management

☆ Final Trade: IWM, BABA, AEM, FCX
▼ + stars: | 2024-02-15 | 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 EmailFinal Trade: IWM, BABA, AEM, FCXThe final trades of the day with CNBC’s Melissa Lee and the Fast Money traders.

Persons: CNBC’s Melissa Lee Organizations: Fast Money

☆ Final Trades: JEPQ, Marathon Petroleum, Caterpillar, IWM
▼ + 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 EmailFinal Trades: JEPQ, Marathon Petroleum, Caterpillar, IWMToday’s “Halftime Report” Investment Committee, Bryn Talkington, Jason Snipe, Jim Lebenthal and Kevin Simpson give their top picks to watch for the second half.

Persons: Today’s, Bryn Talkington, Jason Snipe, Jim Lebenthal, Kevin Simpson Organizations: Marathon Petroleum, Caterpillar, Investment

☆ Big Tech had a huge 2023. Why it may be time to part with some of your winners
▼ + stars: | 2024-01-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

If you rode your Big Tech winners into the new year, now might be the time to consider whittling down a few of those overweight positions. "It's the only way to consistently buy low and sell high, but no one ever wants to do it," duQuesnay said. He noted that the iShares Russell 2000 ETF (IWM) is a good way to get broad exposure to the space. The Federal Reserve's rate-hiking campaign made yields on an array of assets, ranging from Treasurys to money market funds, attractive. Ethridge, who bought six- and 12-month brokered certificates of deposit for clients in 2023, is going for longer-dated instruments these days.

Persons: rebalancing, Blair duQuesnay, duQuesnay, Morningstar, Amy Arnott, Arnott, it's, Barry Glassman, Russell, didn't, Malcolm Ethridge, Ethridge, Tesla, Glassman Organizations: Big Tech, Microsoft, Nvidia, Tesla, Ritholtz Wealth Management, Wealth Services, Wealth, AMD, Federal, Taxpayers Locations: New Orleans, North Bethesda , Maryland, Rockville , Maryland, rebalance

☆ How to profit from the bearish start to 2024 with a bet against the small-cap benchmark
▼ + stars: | 2024-01-02 | by ( Nishant Pant | ) www.cnbc.com time to read: +5 min

Stock markets usually don't go up in a straight line and a pullback is possibly around the corner. With this view in mind, I am looking for a bearish trade on any of the major index ETFs. I have shown a chart of IWM which is an ETF that tracks the small-cap benchmark Russell 2000. The Trade Set-up: IWM $200-$199 Bear Put Spread With a bearish directional bias in place, all I need to do is find a suitable options structure to take a bearish trade. The trade structure I am using here is called a "bear put spread" also known as a "put debit spread".

Persons: DMI, Nishant Pant, Nishant Organizations: Russell, IWM, Trade Management

☆ A look back at a remarkable stock market year, and what should worry investors into 2024
▼ + stars: | 2023-12-28 | by ( Bob Pisani | ) www.cnbc.com time to read: +10 min

A few days ago, S & P noted that the S & P 500 total return of 25.85% would only be up 9.49% ex the Magnificent 7. If you own the S & P 500 long-term, you are participating in those gains. The S & P is up 1,200 points (25%) since then and is knocking on the door of an historic high. The S & P 500 is overbought and expensive on most metrics. The S & P 500 up almost 25% in a year is the kind of problem a lot of people would be happy to have.

Persons: Russell, YTD, General Mills, it's, Staples, Campbell, Mills Organizations: AMD, Arista Networks, Apple, Meta, Nvidia, Nasdaq, Nike, FedEx, General, NextEra, Utilities, Treasuries Locations: Russia, Ukraine, Israel, Wayfair, Devon, Chevron

☆ This exchange is expanding its short-term options portfolio as 'zero-day' bets boom
▼ + stars: | 2023-11-27 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

While options contracts historically expire on Fridays, the most popular stock indexes now have contracts that expire on every day of the week. This creates the ability for "zero-day to expiration," or "0DTE," options trading. The new funds come as trading in options that are about to expire has expanded dramatically as a share of the options market in recent years. The rise of short-term options trading has created split opinions on Wall Street. "In my mind, 0DTE has always been a risk day, but we've now spread that risk out across an entire month.

Persons: Michael M, IWM, Marko Kolanovic, 0DTE, you've, Randy Frederick Organizations: Nasdaq, Getty, Trust, Securities, Exchange Commission, Federal Reserve, Schwab Center, Financial Research, CNBC Locations: New York City, Cboe

REUTERS/Brendan McDermid/File Photo Acquire Licensing RightsNEW YORK, Nov 24 (Reuters) - Signs the U.S. stock market rally is broadening from the so-called Magnificent Seven of mega-cap growth and technology companies is bolstering investor hopes for a rally through year-end. In one encouraging sign, about 55% of the S&P 500 were trading above their 200-day moving averages as of Monday. Among other signs, the equal-weight S&P 500 (.SPXEW) -- a proxy for the average stock in the index -- rose 3.24% last week. The equal-weight S&P 500 is trading at a 5% discount to its 10-year average forward price-to-earnings ratio, according to Edward Jones. Still, there are reasons to think that the market rally is not on the verge of a sustained broadening.

Persons: Brendan McDermid, Adam Turnquist, Meta, Russell, Mona Mahajan, Edward Jones, ” Mahajan, Steve Sosnick, Jason Draho, David Randall, Lewis Krauskopf, Saqib Iqbal Ahmed, Megan Davies, David Gregorio Our Organizations: New York Stock Exchange, REUTERS, Federal, LPL, Microsoft, Nasdaq, Interactive Brokers, UBS Global Wealth Management, Thomson Locations: New York City, U.S, Treasuries

☆ An aggressive bullish trade betting on the rapid comeback in small-cap stocks
▼ + stars: | 2023-11-15 | by ( Jeff Kilburg | ) www.cnbc.com time to read: +6 min

Small caps have been struggling versus their peers as a rising interest rate environment has absolutely punished these growth companies. My thesis of small caps finally getting up off the mat is based upon my recent and lonely call of U.S. Treasury yields relenting. In addition, I have repositioned my model portfolios' exposure to include small caps for the remaining six trading weeks of 2023. "Bid" meaning that I am not alone in this idea of small caps finding some legs between now and the end of the year. This risk reversal is being used as an aggressive bull trade.

Persons: Russell, IWM Organizations: Nasdaq, Treasury, Fed

☆ Small cap stocks are getting crushed, but this ETF is bucking the trend
▼ + stars: | 2023-11-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Small cap stocks have been left in the dust by this year's megacap tech rally, but at least one ETF of smaller companies is holding its own. Bank of America ETF strategist Jared Woodard said in a note to clients Tuesday that there is one small cap ETF in particular that "cuts out the junk" and is outperforming its benchmark. The Pacer US Small Cap Cash Cows 100 ETF (CALF) owns companies with high free cash flow, a key measure of quality," Woodard said. The CALF ETF works by identifying the 100 stocks in the S & P Small Cap 600 index with the highest free cash flow yield. CALF YTD mountain The CALF ETF has outperformed larger small cap funds this year.

Persons: Jared Woodard, Woodard, Russell, — CNBC's Michael Bloom Organizations: Bank of America, American Eagle Outfitters, Wire, Vanguard, Nvidia

☆ Here's how much the options market expects Apple shares to move off earnings
▼ + stars: | 2023-10-30 | by ( Michael Khouw | ) www.cnbc.com time to read: +7 min

It's a big week: a Federal Reserve meeting, unemployment numbers and earnings for the biggest company in the S & P 500. The problem is the S & P 500, as a barometer of economic health, much like Pollyanna, skews optimistic by nature of its design. By contrast to the S & P, the R2K tracks smaller, less well-known businesses. In this way a call option will increase in value if the stock price rises through the strike price. In this case the "at-the-money" straddle expiring this coming Friday, November 3rd, is priced at $7.70 or nearly 4.6% of the current stock price.

Persons: Berkshire Hathaway, Tesla, Eli Lilly, ytd, Russell, Friday's Organizations: Reserve, U.S, Apple, Microsoft, Nvidia Locations: Europe, China, U.S, Berkshire

☆ Wall Street says small-cap stocks are a good bet in a choppy market. Here are the top names
▼ + stars: | 2023-10-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Small-cap stocks were on investors' radar last week. The Russell 2000 index turned in five straight days of gains for the first time since mid-July, according to CNBC analysis. "We're in consumer staples stocks and Russell 2000 stocks," said Niles, adding that Pepsi is the fourth-largest holding in his Satori Fund's consumer staples basket. Both Citi and Morningstar said small-cap stocks now look cheaper than the broader market. How to play small-caps One of the more popular ways to invest in small-cap stocks is through the iShares Russell 2000 ETF (IWM).

Persons: Russell, Dan Niles, CNBC's, Niles, David Bailin, Morningstar, Davidson, — CNBC's Michelle Fox, Fred Imbert Organizations: CNBC, Russell, Pepsi, Citi, Citi Global Wealth's, Morningstar Equity Research, Ionis Pharmaceuticals, Screen CNBC Pro Locations: Israel, Gaza

☆ If you sold in May, it's time to start buying again, says the Stock Trader's Almanac
▼ + stars: | 2023-10-12 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

A Monday evening note from Almanac editor Jeffrey Hirsch said that the stock market appears to be in the early stages of an end-of-year rally. SPY YTD mountain The S & P 500 is up since May, but did suffer a late-summer swoon. The buy signal could help offset the multiple negatives working against the stock market, including bond yield volatility and the conflict in the Middle East. The Almanac's portfolio changes show an expectation of a broad market rally. The moves include buying the SPDR Dow Jones Industrial Average ETF Trust (DIA) , SPDR S & P 500 ETF Trust (SPY) , and the Invesco QQQ Trust (QQQ) as well as the iShares Russell 2000 ETF (IWM) .

Persons: Jeffrey Hirsch, SPDR, Russell Organizations: Dow Jones, ETF Trust, Trust, P Biotech, Consumer, Vanguard, Index

☆ A portfolio manager explains why the first quarter of 2024 is the perfect storm for a stock-market pullback — and shares the 3 funds he's buying to take advantage of this year's bull rally
▼ + stars: | 2023-09-21 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Goldman Sachs expects rates to hold steady again as inflation trends down and the labor market remains strong. But Raymond Bridges, the portfolio manager of the Bridges Capital ETF, an actively managed equity long-only fund, believes the overall macro outlook is still bearish. But regional banks continue to access this program every week, Bridges said. But just because he's bearish on the macro outlook doesn't mean he's not going to take advantage of short-term opportunities. His ETF, launched on May 11, is a mix of US equity-index ETFs, large-cap stocks, and cash or cash equivalents.

Persons: Goldman Sachs, Raymond Bridges, Bridges, Joseph Abate, Jerome Powell, he's bearish, Russell Organizations: Fed, Bridges Capital ETF, Barclays, Reuters, Regional Banking, Trust, BPI

☆ ETF strategies to broaden beyond the mega-cap tech rally
▼ + stars: | 2023-07-25 | by ( Kevin Schmidt | ) www.cnbc.com time to read: +1 min

Investors looking to diversify beyond the tech sector runup this year can consider a handful of alternative ETFs to reduce ballooning concentration risk, said one ETF strategist. "The consternation over the mega-cap tech names driving the market — I understand it," Todd Sohn, Strategas ETF and technical strategist, told CNBC's Bob Pisani on "ETF Edge" on Monday. "It's a very under-the-radar fund," Sohn said. "[When] you think of Vanguard, you think VOO [and] VTI , their fixed-income products. For tactical investors looking to diversify into a more balanced fund, Sohn recommended the RSP, which tracks the equally weighted performance of all S&P 500 stocks.

Persons: Todd Sohn, CNBC's Bob Pisani, " Sohn, Russell, Uber, Sohn Organizations: RSP, Blackstone, Marvell Technology, Vanguard

☆ GOLDMAN SACHS: Small-cap stocks will outperform the S&P 500 over the next year and deliver 14% returns. Here's how to seize the upside.
▼ + stars: | 2023-06-29 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The bank expects the Russell 2000 to deliver 14% returns in the next year vs. 9% for the S&P 500. Goldman SachsGoldman's expectation for 14% returns in the coming year partly stems from their call for 1.4% GDP growth over that period. "More broadly, this should support US economic activity, the primary driver of Russell 2000 returns." Investors can gain broader exposure to small-cap stocks through exchange-traded funds like the iShares Russell 2000 ETF (IWM), the Schwab US Small-Cap ETF (SCHA), and the Vanguard S&P Small-Cap 600 ETF (VIOO). Additionally, the research firm Morningstar listed the following small-cap ETFs as its top picks in a June 20 note: Vanguard Small-Cap ETF (VB), iShares Core S&P Small-Cap ETF (IJR), and Schwab U.S. Small-Cap ETF (SCHA).

Persons: Russell, Goldman Sachs, Lily Calcagnini, Calcagnini, Goldman, they're, Morningstar Organizations: Federal Reserve, pharma, Schwab, Vanguard, Schwab U.S Locations: United States

☆ Goldman says small-cap stocks should rise 14% over the next 12 months. The ETFs to capture that return
▼ + stars: | 2023-06-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Portfolio strategist Lily Calcagnini said in a note to clients that the firm's models show the Russell 2000 small-cap index should outperform over the next 12 months. "The Russell 2000 should rise by 14% during the next 12 months, according to a simple model based on US economic growth and starting valuations that has explained roughly two-thirds of Russell 2000 returns between 1995 and 2015," the note said. There are many ETFs that offer investors exposure to the small-cap space, including several large index funds with low fees. The iShares Core S & P Small-Cap ETF (IJR) is the largest small-cap ETF with more than $67 billion and an expense ratio of 0.06%. While the broad index funds above have all returned less than 10% this year, some active funds have seen better results.

Persons: Goldman Sachs, Lily Calcagnini, Russell, Goldman, Dow Jones, Janus Henderson, — CNBC's Michael Bloom Organizations: BlackRock, Vanguard, Schwab U.S, Dow, Growth Alpha, Pacer

☆ Fear of missing out on stocks' rally drives bullish options trading
▼ + stars: | 2023-06-16 | by ( Saqib Iqbal Ahmed | ) www.reuters.com time to read: +2 min

NEW YORK, June 16 (Reuters) - Fear of missing out on the recent stock market rally is driving traders in the U.S. equity options market to lap up bullish derivative contracts at a hectic pace, further fueling gains for stocks, analysts said on Friday. On Thursday, a record 1.8 million S&P 500 calls traded. The rush into call options lifted the S&P 500 Index's 1-month moving average of calls-to-puts to the highest in at least 4 years, according to Trade Alert data. Some of the rush into call options has also helped fuel the rally, said Brent Kochuba, founder of options analytic service SpotGamma. "The trend is probably higher... but in the very short term we have gotten over our skies," Kochuba said.

Persons: Russell, Christopher Jacobson, Brent Kochuba, Kochuba, Saqib Iqbal Ahmed, Ira Iosebashvili, Nick Zieminski Organizations: YORK, Thomson Locations: U.S, Susquehanna

☆ These ETFs could be winners if the Federal Reserve skips a rate hike
▼ + stars: | 2023-06-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

But for investors worried that more Fed rate hikes in the coming months could tip the economy into recession, fixed income might be a more attractive bet. "Municipal bond issuers appear well poised to weather a possible recession in 2023/24. Bank of America has the equivalent of a buy rating on several municipal bond ETFs, including JPMorgan Ultra-Short Municipal Income ETF (JMST) and the iShares National Muni Bond ETF (MUB) . Some large funds that could fit that description include the iShares 3-7 Year Treasury Bond ETF (IEI) , the Schwab Intermediate-Term US Treasury ETF (SCHR) and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT). The actively managed Flexible Income ETF (BINC) launched in May and has about $76 million in assets so far, according to FactSet.

Persons: Michelle Cluver, Andrew Slimmon, Slimmon, Russell, Jared Woodard, Woodard, Cluver, Rick Rieder Organizations: Federal, Global, Morgan Stanley Investment Management, RSP, Nasdaq, Bank of America, JPMorgan Ultra, Muni Bond ETF, Treasury Bond ETF, Treasury, BlackRock

☆ Investors are piling into these ETFs for a 'catch-up' trade — and it's paying off
▼ + stars: | 2023-06-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

The iShares Russell 2000 ETF (IWM) and Invesco S & P 500 Equal Weight ETF (RSP) have attracted inflows of over $4 billion and about $1.8 billion, respectively, so far this month, according to FactSet. Both funds provide investors a way to get broad exposure to the stock market while reducing the impact of names such as Nvidia and Alphabet on their portfolios. "Interest in funds outside of core S & P exposure has increased with notable inflows and volumes into the equal-weight S & P 500 (RSP) and Russell 2000 (IWM) recently. These funds — along with a host of other non-Tech exposed ETFs — are seemingly a preferred way to play a catch-up trade," Strategas ETF strategist Todd Sohn said in a note to clients Tuesday. Another option for investors looking to diversify away from large technology companies could be international funds, Sohn said.

Persons: Russell, Todd Sohn, Sohn Organizations: RSP, Nvidia, Tech, Nasdaq, Revenue Locations: Japan

☆ Traders are betting on a short-term reversal for chip stocks, ETF flows show
▼ + stars: | 2023-06-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS) was one of the top 10 ETFs for inflows over the past week, pulling in more than $400 million, according to FactSet. Meanwhile, more than $500 million were pulled out of the Direxion's Daily Semiconductor Bull 3x Shares ETF (SOXL) , the fourth-most outflows over the past week. As a result, their flows can reverse quickly and are not necessarily a good measure of long-term outlook for chip stocks. The VanEck Semiconductor ETF (SMH) , which would be better suited to long-term investors, saw inflows of less than $40 million this week, a slowdown from prior weeks. Here are the top five ETFs by inflows over the past week.

Persons: Aswath Damodaran, Russell Organizations: A.I, Nvidia, Philadelphia Semiconductor, NYU, CNBC, Daily Semiconductor, VanEck Semiconductor, Bond

☆ Final Trades: PLTR, PYPL, IWM & CPRI
▼ + stars: | 2023-05-26 | by ( Melissa Lee | ) 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 EmailFinal Trades: PLTR, PYPL, IWM & CPRIThe final trades of the day with CNBC's Melissa Lee and the Fast Money traders

Persons: CNBC's Melissa Lee Organizations: Fast

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