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☆ Thinking beyond Nvidia to other AI stocks earned this investor once in a lifetime returns
▼ + stars: | 2024-04-18 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +5 min

Using this strategy, he identified three big winners: Eaton , Vertiv and Super Micro Computer . Around the same time the fund picked Eaton, Ocean Park also was buying Vertiv. On Tuesday, Loop Capital analysts put a $1,500 target on Super Micro. Having three stocks in the portfolio perform like Eaton, Vertiv and Super Micro may be a once in lifetime event. Jean-Jacques said the firm has about 40 long positions in its biggest fund, the Ocean Park Omaha Dislocation Fund.

Persons: J, Dennis Jean, Jacques, Jean, Eaton, FactSet, Dave Cote Organizations: Investments, Chief, Nvidia, Devices, CNBC, Micro, International Energy Agency, Whirlpool, Loop Capital, JPMorgan, Ocean, Honeywell Locations: Vertiv, Eaton, Columbus, Westerville , Ohio, San Jose , California, Omaha

A majority of respondents — 61% — in the latest CNBC Delivering Alpha Stock Survey believe the broader market has run too far, too fast heading into the second quarter and a pullback is near. The S & P 500 is up more than 9% in the first quarter, which would be its best start to a year since 2019. When it comes to investing domestically 26% said the Nasdaq 100 was the best place to be compared to 13% from the S & P 500. That stock is up 245% in a year and 120% in six months far outpacing every other stock in the S & P 500 except for Super Micro Computer . The rest think we're more likely to be in the 5%-to-10% range for an annual return for the S & P in the next decade.

Persons: Jerome Powell, mangers, they'd Organizations: CNBC, Alpha Stock Survey, Federal Reserve, Nasdaq, bitcoin, Investors, Nvidia, Micro Locations: Japan, United Kingdom, Europe, Canada, South Korea, United States, China

☆ Donations to Hamas-linked charities spike 70% since Oct. 7 attack, Israeli officials say
▼ + stars: | 2023-11-28 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +9 min

"We saw a 70% increase in money given to Hamas-linked charities," said Uzi Shaya, a former high-ranking officer in Mossad, Israel's intelligence service. Charities suspected of funneling money to Hamas often change their names, too, making them all the more difficult to monitor. Israel's National Bureau of Counter Terror Financing maintains a list of charitable organizations that it accuses of directly aiding Hamas' military. Hard lessonsEnsuring that individual Gazans have economic opportunity without simultaneously funding Hamas militants has proven to be a difficult challenge for Israel. Beyond direct funding, Israel also allowed 18,000 Gazans to enter Israel to work, again hoping that a stable economy would pacify Hamas.

Persons: John Macdougall, Uzi Shaya, Shaya, Din, Akin, Hawala, Israel, Karim Jaafar, Israel haven't, Binance, —, Al, Adel Hana, Fadel Senna Organizations: Hamas, West Bank, AFP, Getty, Israeli Defense and Foreign Ministry, CNBC, Foreign Ministry, Islamic, Bureau of, Qatari Red Crescent, Gaza, Qatar Emiri Air Force, International Airport, Palestinian, Treasury Department Locations: Ramallah, Israel, Gaza, Islamic Jihad, Lebanon, Iran, Hawala, North Sinai, Egypt, U.S, Gaza City, Adel Hana An Israeli, Sderot

☆ Massive surge in the buying of Israel Bonds from the United States
▼ + stars: | 2023-11-08 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +4 min

It also makes 2023 a record year for Israel Bonds. Two counties in Florida, Broward and Palm Beach, also bought Israel Bonds in the last four weeks, as did Ohio's Franklin County. A spokesperson for the bank called the sales part of "a more than 35 year relationship with Israel Bonds." Celal Gunes | Anadolu Agency | Getty ImagesExecutives at Israel Bonds said about $250 million of the total raised in the last month came from individual investors, large and small, throughout the United States, who purchased the bonds directly. Naveh, the CEO of Israel Bonds, lives in the town of Savyon, just east of Tel Aviv.

Persons: Jack Guez, Israel Bonds, Celal, Dani Naveh, Nir Elias, Thomas DiNapoli, Ilan Rosenberg Organizations: Development Corporation, Israel, Palestinian, Afp, Getty, Finance, Bonds, Israel Bond, Bank, Cleveland, Key Bank, of American University, Washington , D.C, Anadolu Agency, CNBC, Gaza, Reuters, Hamas, Gaza Ministry, Health, New York State, New York Locations: United States, Palestinian, Tel Aviv, Israel, Florida , New York , Alabama, Arizona , Ohio , Illinois , Texas, Georgia , Oklahoma , Nevada , Louisiana, South Carolina , Indiana, Pennsylvania, Florida , Broward, Palm, Franklin County, New Jersey, Gaza, Washington ,, Petah Tikva, Savyon, Kibbutz Be'eri

☆ Israeli economists urge Netanyahu to re-open the nation's budget to account for the war
▼ + stars: | 2023-10-30 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +2 min

Hundreds of influential Israeli economists are warning the government that it must make big economic changes quickly, including re-opening the country's budget, as the war with Hamas approaches its fourth week. The letter released Monday by the Israeli Economists' Forum calls on Prime Minister Benjamin Netanyahu and Minister of Finance Bezalel Smotrich "to wake up and start responding to the tough challenges that the Israeli economy faces." More than 200,000 Israelis, mostly from the south, have been forced to relocate due to the war with Hamas. In turn, the economists want Israel to make an unprecedented move to reopen the 2024 budget, which was passed in May, after a bitter political fight. It started after the deadliest terrorist attack in Israel's history Oct. 7, when Hamas militants tore through Israel's southern barrier killing 1,400 people and taking more than 200 hostages.

Persons: Lili Itamari, Ram Itamari, Aza, Benjamin Netanyahu, Finance Bezalel Smotrich, That's, Israel Organizations: Economists, Finance, Tel Aviv University's Coller School of Management Locations: Israel, Gaza, Kibbutz Ruhama, Tel Aviv, Lebanon, Syria

☆ Treasury's new Hamas sanctions target middlemen, shell companies
▼ + stars: | 2023-10-27 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +3 min

The United States Treasury Department announced a new round of sanctions targeting Hamas' fundraising network Friday, the department's second attempt to block Hamas' money supply since the Oct. 7 terrorist attacks that killed 1,400 Israelis and saw another 200 Israelis taken hostage. Speaking from Doha, he said Treasury officials have stepped up their efforts to stop the money flow to Hamas in recent days. "While Hamas itself has been under sanctions for decades, we must go after new, emerging shell companies, middlemen, and facilitators," he said. "If they do not act to prevent illicit financial flows, the United States and our partners will." The charity, "serves as a recruiting tool for terrorist activities," Treasury said in its sanctions announcement.

Persons: Brian Nelson, Nelson, Wally Adeyemo, Adeyemo, Mahmud Hams, Matt Levitt, Levitt Organizations: United States Treasury Department, Treasury, Terrorism, Financial Intelligence, CNBC, Brigades, Afp, Getty, Iran's Revolutionary Guard, Bank, Charity Association, Washington Institute for Near East, Capitol, Hamas Locations: Saudi Arabia, Qatar, Gulf, Doha, London, United States, Gaza City, Gaza, Mahmud, Turkey, Spain, Sudan

☆ Where Hamas gets its money and why it's so hard to stop, even as the U.S. steps up efforts
▼ + stars: | 2023-10-25 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +2 min

Nelson had a similar message for officials in Saudi Arabia, with whom he met Tuesday. He wouldn't comment specifically on whom his office might focus on next, but the Treasury Department is hinting more action is on the way. Still, it's a difficult and complicated effort, given the scope and intricacy of the Hamas funding network. Officials at the Treasury Department had been investigating these entities for years but didn't kick into gear until after the brazen attacks earlier this month. "After previous Hamas terror attacks you have big inflows to Hamas from across the globe and we wanted to act urgently to prevent that," Nelson said, pointing to the new urgency from the U.S.

Persons: Brian Nelson, Nelson Organizations: Brigades, Hamas, U.S . Treasury, CNBC, Treasury Department, Foreign Assets Control, West Bank Locations: Gaza City, Gaza, U.S, Israel, Qatar, Saudi Arabia, Sudan, Turkey, Algeria

☆ A top Israeli economist says a recession is almost certain as leaders warn of a long war
▼ + stars: | 2023-10-19 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +4 min

The war has also left much of Israel's economy in limbo. More than 360,000 reservists, the backbone of Israel's Defense Forces, are now in uniform and away from their jobs. A recession is almost guaranteed, Zeira predicts, as many parts of Israel are facing a drop in productivity. Donated clothing at Varonis' Israel headquarters Photo: Guy MelamedThe war is having a particularly big impact on Israel's dynamic tech sector. When Israel went to war with Hamas earlier this month, Varonis told its 750 Israel-based employees to work from home.

Persons: Turgut Alp Boyraz, hasn't, Joseph Zeira, Zeira, Israel aren't, Fitch, Benjamin Netanyahu, Guy Melamed, Israel that's, Israel, Varonis, Read, Melamed Organizations: Getty Images, Anadolu Agency, Getty, Israel's Defense Forces, Hebrew University, Israel's Ministry of, CNBC Locations: SDEROT, ISRAEL, Gaza, Sderot, Israel, Anadolu, Israeli, Tourism, Iran, Lebanon, Zeira, Herzliyah, Tel Aviv

☆ 'We know they're waiting for us': Gaza's tunnels pose deadly challenge for Israeli troops
▼ + stars: | 2023-10-12 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +1 min

An Israeli army officer walks on July 25, 2014 during an army-organised tour in a tunnel said to be used by Palestinian militants from the Gaza Strip for cross-border attacks. Israel launched its military offensive aiming at destroying tunnels used by Gaza militants. Israeli troops are massing on the border of Gaza following Saturday's surprise attack inside of Israel, but their orders are still unclear. What is clear, however – according to Israeli troops who've fought inside Gaza before – any invasion is going to be difficult, dangerous and bloody. Officials expect the tunnels and ground throughout the area to be booby-trapped with explosives.

Persons: who've, Harel Chorev, Moshe Dayan Organizations: Palestinian, Gaza, Tel, Moshe, Moshe Dayan Center for Middle, Studies Locations: Gaza, Israel, Upper Gaza, Palestinian, Tel Aviv, Moshe Dayan Center for Middle East

☆ Already a humanitarian crisis, war with Hamas could have major impact on Israel's economy
▼ + stars: | 2023-10-11 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +1 min

Israeli armuy soldiers deploy at a position near the border with Gaza in southern Israel on October 11, 2023. As Israel prepares for what could be a long war with massive humanitarian implications, there are also concerns about how a protracted fight could weigh on the country's dynamic economy. Israel's standing army, air force and navy is is comprised of 150,000 members. "The impact is substantial," said Eyal Winter, a professor of economics at Hebrew University in Jerusalem who has studied the economic impact of Israel's wars. But, he added, "there's also a major increase in tourism when the fighting ends due to pent up demand."

Persons: Israel, Eyal Winter, there's Organizations: Hebrew University Locations: Gaza, Israel, Jerusalem

☆ BlackRock’s Rieder highlights a fresh worry for investors beyond the Fed’s expected rate hike
▼ + stars: | 2023-05-02 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +3 min

BlackRock's Rick Rieder predicts the Federal Reserve will hike interest rates by a quarter point on Wednesday and then stop. Tuesday kicks off the Fed's two-day meeting, which will culminate in a rate decision announced at 2 p.m. The policy-setting Federal Open Market Committee has been hiking rates since March 2022 in a bid to cool higher prices. "I don't think there's tangible pressure on the U.S. economy," Rieder said. Rieder is confident in the overall market, but he is in the camp that "the economy can move into a technical recession."

☆ Investor who helps manage the largest sovereign wealth fund discusses strategy and biggest fears
▼ + stars: | 2023-04-21 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +2 min

The "Government Pension Fund" as it is widely known helps back up Norway's government spending. The fund was started in 1996 after massive offshore energy reserves were discovered off Norway's coast. A big part of the fund's concentration in recent years has been on renewable energy. Right now the Government Pension Fund has a mandate to invest at least two percent of assets in renewable energy. But Tronde, who's fund has stakes in more than 9,000 companies, is not overly concerned about all these threats.

☆ Moody's cuts Israel's outlook from 'positive' to 'stable'
▼ + stars: | 2023-04-14 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +2 min

It's another setback for Israel's economy since massive protests broke out across the country last month, due to proposed changes in the judicial system that are widely unpopular among citizens. For now, Moody's left the overall A1 rating in place for Israel, allowing it to stay in the upper end of the investment-grade category. But as a rating slips, a country faces the danger of having to pay higher rates to potential borrowers. What's more, outside investment from the U.S. and Europe is crucial to the health of Israel's economy. In a note issued late Friday afternoon, Moody's wrote: "The change of outlook to stable from positive reflects a deterioration of Israel's governance, as illustrated by the recent events around the government's proposal for overhauling the country's judiciary."

☆ Israeli turmoil alarms business leaders: There's 'fear over what happens next'
▼ + stars: | 2023-03-29 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +5 min

The uncertainty in Israel's political situation extends deep into the business sector. This month, ratings service Fitch warned that the courts controversy "could weaken Israel's credit profile." Weingarten's big fear is an irreparable divide in Israel, a country where a great degree of unity was once seen as a given. Such a drop would make the prime minister push his right-wing coalition partners into a deal that's more aligned with the country's citizens at large. Women dressed as handmaidens from "The Handmaid's Tale" attend a demonstration after Israeli Prime Minister Benjamin Netanyahu dismissed the defense minister and his nationalist coalition government presses on with its judicial overhaul, in Jerusalem on March 27, 2023.

☆ Major fears are sweeping into Israel's economy
▼ + stars: | 2023-03-02 | by ( Jason Gewirtz | ) www.cnbc.com time to read: +4 min

Picture Alliance | Picture Alliance | Getty ImagesNew concerns about Israel's economy are leading global investors to question the money they have in the country. The law would alter Israel's judicial system by giving sitting governments full control of judicial appointments. A drop in Israel's credit rating would increase the cost of borrowing and hurt fundraising. A major part of the Israeli economy is tied to the value of the Israel shekel against the U.S. dollar. That in turn hurt critical parts of Israel's economy including real estate, as companies and individual citizens moved their money into U.S. dollars or other currencies.

Source: NYSE(Click here to subscribe to the new Delivering Alpha newsletter.) Despite this year's market havoc, investors are feeling fairly optimistic going into 2023, according to a new CNBC Delivering Alpha investor survey. Notably, when asked about their biggest concern for the market, an overwhelming 73% of the participating money managers said it was Fed policy. Zoom In Icon Arrows pointing outwards CNBC Delivering Alpha investor surveyComing in second place was a Chinese invasion of Taiwan. Inflation and the investing environmentAbout four out of five participating money managers predict that inflation will continue to ease in the new year.

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