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☆ Some options trades for avoiding an asset bubble and other macroeconomic troubles
▼ + stars: | 2024-01-11 | by ( Michael Khouw | ) www.cnbc.com time to read: +9 min

There are some trades for investors looking to avoid a possible asset bubble and other potholes that could be ahead. The standard 30-year fixed mortgage rate rose even further, a function of both the rising risk-free rate and the rising spread. Buying bonds has interest rate risk. Moreover, the spread between mortgage rates and Treasuries is unusually high. Risk-free rates stay static or even rise mildly, but if the spread narrows mortgage rates could fall, a tailwind for a mortgage portfolio.

Persons: There's, Murray Rothbard, Milton Friedman, Ben Bernanke, Bernanke's, Janet Yellen, Jerome Powell, Howard Marks, Charlie Munger, Berkshire Hathaway, Marks, Steve Eisman, Neuberger Berman, they've Organizations: Federal Reserve, Fed, Federal Reserve Bank, Vanguard Value, Technology, MBS Locations: U.S, deflate, Berkshire

☆ How to make your money work for you over the next decade
▼ + stars: | 2023-11-28 | by ( James Faris | William Edwards | ) www.businessinsider.com time to read: +16 min

"If there is a regime shift, then what has worked could be quite different from what does work," McLennan said. That means the growth stocks that dominated for years may come back to earth in the mid-2020s. He also recommends that investors diversify away from growth stocks that thrived under low rates and instead broaden out to value-oriented names. Valuations explain 80% of a stock's returns over a decade, according to Bank of America. Smead sees energy in stocks in Canada also outperforming in the coming decade, as well as European banks.

Persons: —, Peter Bates, Rowe Price, Damanick Dantes, We're, Dantes, you've, He's, Matt McLennan, McLennan, Kimball Brooker, Morningstar, Nicola Stafford, Stafford, it's, Molina, Bates, Russell, Cole Smead, that's, Phillip Colmar, Colmar, Bob Doll, Doll, Smead, Michael Sheldon, Sheldon, who's, there's, Chris Chen, Chen, Roth Organizations: Service, Business, Global, International, McLennan, First Eagle Global Fund, Eagle Investments, Goldman, Asset Management, Stock, Molina Healthcare, Vanguard Value, Healthcare, Bank of America, Comerica Wealth Management, MRB Partners, Canadian, Crossmark Global Investments, BlackRock, Energy, P Bank ETF, RDM Financial, Social Security, Social, Insight Financial, Trust, IRA Locations: Canada, Colmar, United States, Canadian, Europe, Treasuries

☆ A fund manager beating 99% of his peers over the last 10 years shares 2 'historically' cheap trades to make right now as high stock valuations set the market up for years of dismal returns
▼ + stars: | 2023-09-07 | by ( William Edwards | ) www.businessinsider.com time to read: +3 min

In a client note, Faber said he likes US value and international value stocks. A few exchange-traded funds that offer exposure to value stocks include the Vanguard Value ETF (VTV), the iShares Russell Mid-Cap Value ETF (IWS), and the Dimensional US Marketwide Value ETF (DFUV). But an arguably better opportunity lies outside of the US stock market in international value stocks, he said. But the discrepancy, like in the US, between international value stocks and all other international stocks is also at "historically wide levels," Faber said. Cambria FundsInvestors can gain exposure to international value stocks through funds like the iShares MSCI EAFE Value ETF (EFV), the Avantis International Large Cap Value ETF (AVIV), and the Dimensional International Value ETF (DFIV).

Persons: Meb Faber, Faber, Cambria Investment Management's Meb Faber, Russell, Faber's, they're Organizations: Nvidia, Cambria Investment, Morningstar, Vanguard Value, Value Locations: GuruFocus, Cambria

☆ This stock buyback ETF is beating the S&P 500 this summer. Here's how it works
▼ + stars: | 2023-08-16 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

The Invesco BuyBack Achievers ETF (PKW) has risen 10.7% over the past three months, accounting for more than 100% of its gains for the year. The SPDR S & P 500 ETF Trust (SPY), by comparison, is up 7.6% over the past three months. PKW 3M mountain The Invesco BuyBack Achievers ETF is outperforming the S & P 500 over the past three months. Over the past decade, the Invesco fund has an average annual total return of 10.8%. That is below the returns for the broad S & P 500 but better than that of the iShares S & P 500 Value ETF (IVE) and SPDR Portfolio S & P 500 Value ETF (SPYV) .

Persons: Nick Kalivas, Kalivas, Morgan Stanley Organizations: Trust, Nasdaq, Comcast, ConocoPhillips, Pacer U.S, Cash, CNBC Locations: U.S

☆ The options for weight loss treatment are about to explode. These are the companies investors need to know
▼ + stars: | 2023-07-03 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +14 min

Wegovy was approved as an obesity treatment in June 2021 , but Ozempic, a Type 2 diabetes treatment, has been used off-label for weight loss. Mounjaro uses GLP-1 and gastric inhibitory polypeptide, or GIP, to help patients lose weight. Eli Lilly's oral drug, orforglipron, has an even better profile . They also could be helpful in assisting patients in maintaining weight loss after they've used the injectable versions, he said. Some have highlighted that oral drugs also may be more manageable for patients who can't handle the idea of giving themselves a once-a-week injection.

Persons: Eli Lilly, we're, Jonathan Wolleben, Wegovy, Lilly's tirzepatide, It's, Mounjaro, Wolleben, Eli Lilly's tirzepatide, Lilly, —, Novo, Eli, it's, they've, FactSet, Altimmune's pemvidutide, Morgan Stanley, Mark Purcell, Purcell, Graig Suvannavejh, Suvannavejh, Roth, Dylan Dupuis, Dupuis, Trung Huynh, Goldman Sachs, Chris Shibutani, Shibutani Organizations: Novo Nordisk, JMP Securities, Citizens Company, Nordisk's Ozempic, Food and Drug Administration, Nordisk, Novo, Zealand Pharma, Shandong Suncadia, GSBR, Biosciences, Fujian Shengdi Pharmaceutical, Mizuho Securities, Terns Pharmaceuticals, American Diabetes Association, Viking Therapeutics, Pfizer, Credit Suisse, AstraZeneca, Therapeutics, Medicare, Medicaid, CNBC Pro's Locations: Danish, Shandong, Fujian, Viking

☆ Vietnam tells foreign social media to use AI to detect 'toxic' content
▼ + stars: | 2023-06-30 | by ( ) www.reuters.com time to read: +2 min

HANOI, June 30 (Reuters) - Vietnam has told cross-border social platforms to use artificial intelligence (AI) models that can detect and remove "toxic" content automatically, the latest requirement in its stringent regime for social media firms, state media reported on Friday. Vietnam has repeatedly asked companies like Meta's Facebook (META.O), Google's YouTube (GOOGL.O) and TikTok to coordinate with authorities to stamp out content deemed "toxic", such as offensive, false and anti-state content. YouTube removed 6,101 videos while TikTok took down 415 links, the info ministry said in a statement. Vietnam in recent years has issued several regulations together with a cybersecurity law that target foreign social media platforms in a bid to battle disinformation in news and force foreign tech firms to establish representative offices in Vietnam and store data in the country. VTV reported the info ministry saying at Friday's event that U.S streaming giant Netflix (NFLX.O) had submitted documents needed to open a local office in Vietnam.

Persons: TikTok, VTV, Phuong Nguyen, Mark Potter Organizations: Facebook, YouTube, Vietnam Television, Reuters, Netflix, Thomson Locations: HANOI, Vietnam

☆ Value and growth strategies are about to switch, BTIG says. These are the ETFs to play it
▼ + stars: | 2023-06-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

This divergence likely resolves with value moving a bit higher and growth moving meaningfully lower," Krinsky said. The iShares Russell 1000 Value ETF (IWD) has an expense ratio of 0.18% and is up about 4% year to date. IVE YTD mountain The IVE has outperformed some of the other large value ETFs in the first half. In fact, the 11 biggest value ETFs have all seen outflows, fitting with Krinsky's theory that the value theme could be due for a rebound. Two large value funds that have seen inflows are Dimensional's U.S. Marketwide Value ETF (DFUV) and U.S.

Persons: Jonathan Krinsky, Krinsky, Russell, — CNBC's Michael Bloom Organizations: Big Tech, Marketwide Locations: U.S

☆ An ETF focused on the 'moats' strategy of Warren Buffett is beating the market once again
▼ + stars: | 2023-06-16 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

An exchange traded fund built on an investing strategy popularized by Warren Buffett is proving its worth once again in 2023. The VanEck Morningstar Wide Moat ETF (MOAT) has a total return of more than 23% year to date, according to FactSet, handily beating the S & P 500 and enhancing an already stellar long-term track record. MOAT 5Y mountain The VanEck Morningstar Wide Moat ETF has been a long-term outperformer. The Vanguard Value ETF (VTV) and iShares Core S & P 500 ETF (IVV) were the top two funds of the week, each bringing in more than $2 billion. Several large short-term bond funds saw outflows this week, including Vanguard Short-Term Bond ETF (BSV) .

Persons: Warren Buffett, FactSet, Brandon Rakszawski, Rakszawski, It's Organizations: Morningstar, Adobe, Bond, Federal Locations: VanEck, outflows

☆ Rob Arnott says there's now an 80% chance of a recession amid a credit crunch. Here are his top recommendations on where to park your money — including one trade he believes will deliver 15% yearly re
▼ + stars: | 2023-04-14 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

He said US value stocks and developed economy non-US stocks offer the best returns. But there are still opportunities for big returns in US value stocks, he said. But an even bigger opportunity lies in non-US stocks in developed economies, which Arnott believes will return 15% on a yearly basis over the next decade. The iShares MSCI EAFE ETF (EFA) is one way to gain exposure to non-US stocks, while the Vanguard Value ETF (VTV) offers exposure to US value stocks. Arnott made the same calls on non-US stocks and US value stocks back in December.

☆ How to position your portfolio following the Silicon Valley Bank fiasco — and why markets are wrongly anticipating a Fed pivot — according to a researcher whose clients include Wall Street's top money
▼ + stars: | 2023-03-14 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

Silicon Valley Bank and Signature Bank were shut by regulators in recent days. Following the collapse of Silicon Valley Bank and Signature Bank over the last few days, some market participants are expecting the Federal Reserve to back off from its hawkish stance. Goldman Sachs' Chief US Economist Jan Hatzius said on Sunday night that he expects the Fed not to hike rates at its next meeting before resuming them later in the spring. The Fed's next moves are relevant to recent events because higher interest rates contributed to the downfall of Silicon Valley Bank. For example, Jeffrey Gundlach, the CEO of DoubleLine Capital, told CNBC on Monday that the central bank will hike rates by 25 basis points at its next meeting.

☆ These are the most popular ETFs among investors heading into March
▼ + stars: | 2023-02-28 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

February's reversal for stocks and renewed climb higher in benchmark interest rates resulted in more cautious investors, as shown by some of the month's most popular ETFs. The list of the most popular equity ETFs for the past month, measured by net inflows, shows a defensive tilt and suggests investors 'appetite for income funds remains strong. The next two funds on the list are from JPMorgan, including one red hot income fund. Other popular income funds include the Schwab US Dividend Equity ETF (SCHD) and the Pacer US Cash Cows 100 ETF (COWZ) . Outside of equity funds, the hunt for yield showed up in demand for short-term bond ETFs .

☆ A portfolio manager and top strategist at UBS Asset Management shares 5 opportunities he's most bullish on for 2023 as the Fed plans to keep rates elevated
▼ + stars: | 2023-01-13 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

5 places to invest in 2023In the US, given his aversion to growth, Brown is bullish on value stocks. "You think about how much money went into growth stocks, in particular mega-caps over the last decade-plus, in a certain economic environment — low-growth, low-rate, economic environment. The Vanguard Value Index Fund (VTV) offers exposure to US value stocks. Brown is also bullish on areas outside of US equities, including Chinese stocks and emerging market stocks. The iShares MSCI China A ETF (CNYA) offers exposure to Chinese stocks, and the Schwab Emerging Markets Equity ETF (SCHE) offers exposure to emerging market stocks.

☆ Venezuela and Chevron sign oil contract in Caracas
▼ + stars: | 2022-12-02 | by ( Kareem El Damanhoury | ) edition.cnn.com time to read: +2 min

CNN —The Venezuelan government and American oil company Chevron have signed a contract in Caracas on Friday to resume operations in Venezuela, according to the country’s state broadcaster VTV. “This contract aims to continue with the productive and development activities in this energy sector, framed within our Constitution and the Venezuelan laws that govern oil activity in the country,” said Venezuelan oil minister Tareck El Aissami, who was slapped with United States sanctions in 2017. He attended the signing ceremony along with representatives from Venezuelan state-owned oil and natural gas company PDVSA and Chevron. April 2023 will mark Chevron’s 100th anniversary in Venezuela, El Aissami said at the event. In 2017, OFAC said El Aissami had played a “significant role in international narcotics trafficking,” according to a news release.

Residents who evacuated from their flooded homes sit on a roadside after Super Typhoon Noru, in San Ildefonso, Bulacan province, Philippines, September 26, 2022. REUTERS/Eloisa LopezHANOI, Sept 27 (Reuters) - Vietnam urged more people on Tuesday to evacuate as an intensifying Typhoon Noru barrelled towards the southeast Asian nation, after causing at least eight deaths and widespread flooding in the Philippines. The typhoon forced airports in Vietnam to close, causing travel disruption, while thousands were forced to evacuate their homes, according to official statements. Typhoon Noru, the strongest storm to hit the Philippines this year, also damaged 1.53 billion pesos ($26 million) worth of crops, government data showed. read more"There are still areas with floods," Daniel Fernando, governor of Bulacan province north of the capital, told DZRH.

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