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☆ Gold prices are at an all-time high—but experts like Warren Buffett don't always recommend investing
▼ + stars: | 2024-04-01 | by ( Ryan Ermey | ) www.cnbc.com time to read: +4 min

And even though gold prices are at an all-time high, many market watchers are still taking a shine to it. But even with a favorable outlook, gold should play a very different role in your portfolio than stocks or bonds, investing experts say. Why gold is up and could continue to riseDifferent investors cite different reasons for owning gold. In addition to a rising tide, a weakening U.S. dollar and falling bond rates have boosted gold prices of late, says Hayes. At lower rates, bonds and cash accounts "have less of a competitive advantage" over gold, he tells CNBC Make It.

Persons: it's, Tim Hayes, Ned Davis, Warren Buffett, It's, Ford O'Neill, we've, Hayes, Buffett Organizations: Ned, Ned Davis Research, Billionaire, Berkshire Hathaway, Fidelity, CNBC, Federal Reserve, ExxonMobil Locations: Berkshire, U.S

☆ It's been four years since the market's Covid low with the S&P 500 returning 25% annualized since
▼ + stars: | 2024-03-23 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

The four-year total return for the S & P 500 since March 23, 2020, is just about 150%, or 25.7% annualized. .SPX mountain 2020-03-23 S & P 500 since the Covid low This is, of course, an idealized starting point from which to measure performance. While the S & P 500 bottomed at around a three-year low under 2,200, the index spent only a few weeks under 2,500. More qualitatively, it's a bull market, and in a bull market the overshoots occur to the upside, so a rally being "ahead of itself" is not fatal. And the S & P 500 is only 9% higher than it was more than two years ago, hardly reaching escape velocity from planet Sanity.

Persons: –, Warren, Ned Davis, Tim Hayes, bullishness, Rocky White Organizations: HSBC, 3Fourteen, Bank of Japan, Fed, Ned Davis Research, Schaeffer's Investment Research, Intelligence, Bank of America

☆ The 11 GRANOLAS stocks power Europe to record highs, drawing Magnificent Seven comparisons
▼ + stars: | 2024-02-27 | by ( Elliot Smith | ) www.cnbc.com time to read: +3 min

The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, January 19, 2024. Staff | ReutersOver the last 12 months, just 11 stocks made up half of the gains that powered the pan-European Stoxx 600 stock index to a record-high close on Friday. "From a Global point of view, the GRANOLAS have even outperformed the so-called Magnificent 7 over the past two years. Their (out)performance is even more impressive on a risk-adjusted basis: with a volatility 2x lower than for the Magnificent 7, the GRANOLAS help to boost the Sharpe ratio." "This suggests that, in Europe, nearly all revenue growth of the STOXX 600 will come from the GRANOLAS.

Persons: Goldman Sachs, Sanofi —, Goldman, Tim Hayes, Ned Davis, Hayes Organizations: Staff, Reuters, GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L'Oreal, LVMH, AstraZeneca, SAP, Sanofi, Street, Ned, Ned Davis Research, CNBC Locations: Frankfurt, Germany, Europe

☆ The stock market has cooled off to start 2024, but it's still checking most of the bull market boxes
▼ + stars: | 2024-01-13 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

The small-cap Russell 2000 has dropped close to 4% against a fractional gain in the S & P 500 year to date. In broad terms, the S & P 500 could retreat to 4600 or so – about 4% down from here – and still be in a routine technical check-back to its latest launch point in early December. Todd Sohn of Strategas notes that the Invesco S & P 500 Equal Weight ETF (RSP) saw inflows go vertical last year to $13.5 billion, 30% above its prior 12-month record. Betting on 'peacetime' Fed cuts Right or wrong, the market debate right now can never get far before turning into a Fed-policy-path discussion. Last week's CPI and PPI data added to the market's collective conviction that inflation's downside momentum is strong, opening the way for "peacetime" Fed rate cuts.

Persons: that's, Russell, Ned Davis, Tim Hayes, Tony Pasquariello, Goldman Sachs, Henry McVey, KKR's, McVey, Morgan Stanley, Todd Sohn, Strategas, they're, Jerome Powell Organizations: Ned Davis Research, Goldman, Nasdaq, Apple, CPI, PPI Locations: U.S

☆ Save like a boomer: Younger generations have a chance to make high interest rates work for them
▼ + stars: | 2023-10-17 | by ( Cork Gaines | ) www.businessinsider.com time to read: +5 min

Interest rates on traditionally "safer" investments like Treasury bonds are high. Economist Thomas Hogan of the American Institute for Economic Research recently pointed out this upside to the interest rates and how it is helping Americans. "Now, interest rates on US Treasury bonds are at the highest in more than a decade, giving savers a safe, stable place to store their money." If long-term interest rates remain elevated because of higher term premiums, there may be less need to raise the fed funds rate. However, to the extent that strength in the economy is behind the increase in long-term interest rates, the FOMC may need to do more."

Persons: —, Thomas Hogan, Hogan, Jerome Powell, Kevin Dietsch, Tim Hayes, Lorie Logan, Logan Organizations: Service, Treasury, American Institute for Economic Research, Federal, NDR, U.S, Supreme, Dallas Locations: Israel

☆ Never before have just 10 stocks held this much sway over the global stock market
▼ + stars: | 2023-09-19 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

The top 10 global stocks by market value have a greater hold than ever before on the capital markets, and that could be a bad thing, says Ned Davis Research. Ned Davis found that a heavy concentration in the years 2000 and 2021 was soon followed by a bear market. However, there was an exception in 2020, when the rise in a handful of stocks broadened out and supported a bull market. Ned Davis is watching for aggregate strength in key 50-day and 200-day indicators. However, stocks could fall into a bear market if the rally this year fails to expand to more sectors, the firm said.

Persons: Ned Davis, Tim Hayes, Hayes Organizations: Ned Davis Research, Microsoft, Nvidia, Tesla, Rally Watch

☆ A 39-year market veteran shares why this market rally is only beginning and stocks are destined to hit new record highs in the coming months — and the 5 best ways to take advantage of it
▼ + stars: | 2023-09-15 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Market volatility (bottom half) spiked during the downturn but has steadily receded during the rebound despite a late-summer hiccup. Tim Hayes, Ned Davis ResearchHayes believes that a healthy reset shook out much of that euphoria without leaving lasting damage. History says this market rally has plenty of room to runThe final three months of the year have historically been the friendliest to stocks, Hayes said. Tim Hayes, Ned Davis Research"It doesn't follow the script precisely," Hayes said. The forthcoming market rally should broaden out, the strategist said, which should boost parts of the market that haven't participated as well, including economically sensitive small companies and sectors.

Persons: Ned Davis, Tim Hayes, who's, Ned Davis Research Hayes, " Hayes, Hayes, Morgan Stanley, Mike Wilson's, David Lundgren, they've, There's, He's, haven't, they're Organizations: Ned, Ned Davis Research, Technology Locations: China, United Kingdom, Canada, Japan

☆ Wall St Week Ahead Historically stormy month of September may test US stock rally
▼ + stars: | 2023-08-25 | by ( David Randall | ) www.reuters.com time to read: +4 min

The Wall Street entrance to the New York Stock Exchange (NYSE) is seen in New York City, U.S., November 15, 2022. In Septembers since 1945, the S&P 500 has declined an average of 0.7%, the worst performance of any month, according to CFRA. Of course, bullish stock investors have largely been rewarded for looking past potential pitfalls this year. "The correction started on the first day of the month, and now it has corrected the conditions that made it vulnerable," Hayes said. Reporting by David Randall; Additional reporting by Lewis Krauskopf; Editing by Ira Iosebashvili and David GregorioOur Standards: The Thomson Reuters Trust Principles.

Persons: Brendan McDermid, Jack Janasiewicz, Janasiewicz, Jerome Powell, Sandy Villere, Goldman Sachs, Tim Hayes, Ned Davis, Hayes, David Randall, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: New York Stock Exchange, REUTERS, Reserve, Natixis, Solutions, U.S, Villere, Pfizer, Abbott Laboratories, Investors, Republicans, U.S . House, Goldman, Federal, Ned, Ned Davis Research, Thomson Locations: New York City, U.S, Jackson

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