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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't think the Fed's going to kill the economy, but we are going to slow down, says Bokeh's Kim ForrestKim Forrest, chief investment officer at Bokeh Capital Partners, joins 'The Exchange' to discuss her long term market forecast, growth stocks for investors and economic slowing related to monetary policy.
"From a markets perspective, you have to be cautious going forward," said Michael O'Rourke, chief market strategist at JonesTrading. "They're the biggest stocks in the market, and we really haven't had much of anything good come out of any of them." The Fed has already raised rates by 300 basis points this year as it fights the worst inflation in decades. "The big technology companies like Amazon continued hiring to support a business that looks like the year 2021, and it's not 2021. Despite the big stock price drops, some investors see more pain for the big tech-focused names.
Weak Amazon outlook another blow to tech-type growth shares
  + stars: | 2022-10-27 | by ( ) www.reuters.com   time to read: +7 min
But Apple earnings on Thursday were a bright spot, with higher than expected revenue leaving its shares (AAPL.O) only slightly lower. But then we look at the Apple report and they reported strong growth in a lot of their consumer categories. Going into the holiday season you would expect the consumer to really ramp up so that I see a big divergence between Apple and Amazon." What we saw in the past is that in a period of growth, tech really grew faster than anything else and got multiples that reflected that. There was always concern going into earnings, and quarter after quarter, they surprised to the upside.
Oct 21 (Reuters) - Snap Inc (SNAP.N) shares sank more than 30% on Friday and hit their lowest since the pandemic, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising. Facebook-parent Meta Platform Inc (META.O) and Pinterest Inc (PINS.N) fell between 2% and 7%. read moreAnalysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. Register now for FREE unlimited access to Reuters.com RegisterMacroeconomic concerns, changing social media user behavior affects advertiser spendingThe digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.
Wall St rallies after Goldman, Lockheed results
  + stars: | 2022-10-18 | by ( Chuck Mikolajczak | ) www.reuters.com   time to read: +4 min
The gains help lift the S&P industrials index (.SPLRCI) 1.79%, the strongest performance of the 11 major sectors. Analysts now expect quarterly earnings growth for S&P 500 companies of just 2.8% from a year ago, much lower than an 11.1% increase expected at the start of July, according to Refinitiv data. Fed officials have largely been in sync in comments about the need for the central bank to tamp down inflation. Netflix (NFLX.O) lost 1.90% ahead of its earnings report after markets close, with all eyes on the video-streaming company's subscriber growth, which is seen falling in the third quarter. The S&P 500 posted 3 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 61 new highs and 81 new lows.
Its problems put a spotlight on other pandemic hot-shots like Zoom Video Communications (ZM.O), Nautilus Inc (NLS.N), DocuSign Inc (DOCU.O) and DoorDash Inc (DASH.N). Register now for FREE unlimited access to Reuters.com RegisterGrowth investors pushed Peloton stock to a $171.09 record in early 2021. Others bought exercize gear from Nautilus during the pandemic, sending its stock up to $31.30 in early 2021. So, while people might still be using the Peloton, not enough people are buying the Peloton," said Forrest. While one possible outcome for pandemic favorites with slowing growth could be a buyout by a larger company, Schleif is wary of making this bet.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCoca-Cola will continue to gain tailwinds from consumers dining out, says Bokeh Capital's Kim ForrestKim Forrest, Bokeh Capital Partners chief investment officer, joins 'The Exchange' to discuss the bond markets and why she likes Coca-Cola stock.
Watch CNBC’s full interview with Bokeh Capital's Kim Forrest
  + stars: | 2022-09-28 | 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 Bokeh Capital's Kim ForrestKim Forrest, Boca Capital Partners chief investment officer, joins 'The Exchange' to discuss the bond markets and why she likes Coca-Cola stock.
It starts with comparing the number of wins from that general to a replacement general in the same circumstances. The real power is ranking the general's WAR score, the aforementioned Wins Above Replacement. For each battle, the general receives a weighted WAR score, a negative score for a loss. There were some surprises in the model, like the apparent failures of generals like Robert E. Lee and more modern generals. To see every general's data point and where they sit in the analysis, check out the Bokeh Plot, an interactive data visualization.
Cine s-ar fi gândit că melcii pot fi atât de fotogenici? O fotografă din Polonia le surprinde frumusețea într-o serie de imagini de basmFotografa din Polonia, Katarzyna Załużna, surprinde frumusețea mistică a acestor mici creaturi în imagini. Deși melcii nu sunt subiectul des întâlnit al fotografiilor, iată că artista i-a redescoperit în propriul mod și a rămas inspirată de aceștia. Melcii nu sunt creaturi rapide, dar este nevoie de multă pricepere pentru a surprinde aceste momente care încapsulează măreția naturii. Obținerea fotografiei perfecte necesită răbdare pentru a surprinde frumusețea subiectului pe care alții l-ar putea considera banal.
Locations: Polonia
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