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☆ The market is going through a short squeeze of historic proportions, even bigger than the meme craze
▼ + stars: | 2023-07-24 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Remember the GameStop mania of 2021, fueled as it was by forcing short sellers to cover their bets? However, when the stock jumps instead, it forces short sellers to buy back shares in order to limit their losses. The stock market is in the middle of a strong rally as inflation pressures ease and the Fed nears the end of its rate-hiking campaign. GameStop was once the most shorted stock in the market, with short interest as a percentage of shares available for trading exceeding 100%. Carvana , Novavax, Lucid Group and Beyond Meat were also heavily targeted by short sellers.

Persons: Adam Parker, Trivariate, Parker Organizations: Research, Fed, Dow Jones, GameStop, Nasdaq, Therapeutics

☆ Trivariate's Adam Parker says he's neutral on stocks: Market may slowly implode, not explode
▼ + stars: | 2023-07-13 | 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 EmailTrivariate's Adam Parker says he's neutral on stocks: Market may slowly implode, not explodeAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss earnings and valuations and market outlook for the second half of the year.

Persons: Trivariate's Adam Parker, Adam Parker Organizations: Trivariate

☆ Mega cap's resilient profit margins helped stocks recoup 2022 losses, says NFJ's John Mowrey
▼ + stars: | 2023-07-05 | 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 EmailMega cap's resilient profit margins helped stocks recoup 2022 losses, says NFJ's John MowreyVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.

Persons: NFJ's John Mowrey Victoria Fernandez, John Mowrey, Adam Parker Organizations: Crossmark Global Investments, NFJ Investment, Research

☆ Watch CNBC's full interview with John Mowrey, Adam Parker and Victoria Fernandez
▼ + stars: | 2023-07-05 | 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 John Mowrey, Adam Parker and Victoria FernandezVictoria Fernandez, Crossmark Global Investments chief market strategist, John Mowrey, NFJ Investment Group CIO, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss the best risk to reward equation in the markets, the investors' current positioning, and more.

Persons: John Mowrey, Adam Parker, Victoria Fernandez Victoria Fernandez Organizations: Crossmark Global Investments, NFJ Investment, Research

☆ It's hard to see 10% upside for equity markets from here, says Trivariate's Adam Parker
▼ + stars: | 2023-07-05 | 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 EmailIt's hard to see 10% upside for equity markets from here, says Trivariate's Adam ParkerAdam Parker, Trivariate Research founder and CEO, joins 'Closing Bell' to discuss if yields are at a comfortable level for equity markets, which markets have rewarded top companies, and more.

Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate Research

☆ Trivariate Research CEO: I disagree earnings can collapse the way some big firms are articulating
▼ + stars: | 2023-06-26 | 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 EmailTrivariate Research CEO: I disagree earnings can collapse the way some big firms are articulatingAdam Parker, Trivariate Research founder and CEO, joins ‘Squawk on the Street’ to discuss the market as S&P 500 rises slightly to start the final week of trading in June and more.

Persons: Adam Parker, Squawk Organizations: Trivariate, Trivariate Research

☆ Watch CNBC’s full interview with Trivariate Research’s Adam Parker
▼ + stars: | 2023-06-26 | 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 Trivariate Research’s Adam ParkerAdam Parker, Trivariate Research founder and CEO, joins ‘Squawk on the Street’ to discuss the market as S&P 500 rises slightly to start the final week of trading in June and more.

Persons: Trivariate Research’s Adam Parker Adam Parker, Squawk Organizations: Trivariate Research

☆ Trivariate's Adam Parker explains why he's more negative on the retail consumer
▼ + stars: | 2023-06-05 | 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 EmailTrivariate's Adam Parker explains why he's more negative on the retail consumerAdam Parker, Trivariate Research, joins 'Closing Bell' to offer his tech outlook and where he sees the state of the consumer going in the retail sector.

Persons: Trivariate's Adam Parker, Adam Parker

☆ A history of stocks with astronomical price-to-sales ratios doesn’t bode well for Nvidia
▼ + stars: | 2023-06-05 | by ( John Melloy | ) www.cnbc.com time to read: +2 min

At above 36 times sales, Nvidia's shares are trading at their highest valuation ever, according to Trivariate Research. Adam Parker's research firm looked at all the other times in market history when stocks traded above a 36 price-to-sales ratio and what happened next. When Nvidia joined the trillion-dollar market cap club briefly last week, it was clearly based on anticipation of a future AI revenue windfall. To be clear, Parker and his firm are not advocating shorting Nvidia's stock anytime soon. Still, the eye-popping valuation should give investors looking to buy Nvidia at these levels some pause.

Persons: Adam Parker's, Trivariate, Parker, Michael Bloom Organizations: Research, Nvidia

☆ What works best after the Fed pauses rate hikes
▼ + stars: | 2023-05-15 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

According to Trivariate Research's Adam Parker, that is emerging markets, technology stocks and real estate. The central bank, which has been increasing interest rates to combat inflation, hinted earlier this month its tightening cycle may be at its end. To evaluate the asset classes and sectors that should rally off the policy shift, Parker looked at 50 years of fed fund rates and identified periods where the central bank paused. Investors looking to play emerging markets can look at the iShares MSCI Emerging Markets ETF . To play a potential rebound in the sector, investors can look at the Real Estate Select Sector SPDR Fund .

☆ Stanley Druckenmiller says A.I. could win big coming out of a recession, and he's bullish on Nvidia
▼ + stars: | 2023-05-09 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

"It could be a beautiful opportunity in a hard landing just like '01, '02 ... a beautiful opportunity when the tech bubble bursts. NVDA YTD mountain Nvidia "My firm has only been able to participate in AI by owning Nvidia and Microsoft," Druckenmiller said. "It's not even clear to me if we had a really bad recession, that Nvidia would even come down." And now we have a big hike in interest rates." The Federal Reserve has hiked interest rates for 10 times since last year, taking the fed funds rate to a target range of 5%-5.25%, the highest since August 2007.

☆ Market multiples telling investors who's winning A.I. race, says Trivariate's Adam Parker
▼ + stars: | 2023-05-08 | 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 EmailMarket multiples telling investors who's winning A.I. race, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his latest market moves including an upgrade for staples and utilities.

☆ Growth investors definitely do not want to be short A.I., says Trivariate Research's Adam Parker
▼ + stars: | 2023-05-03 | 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 EmailGrowth investors definitely do not want to be short A.I., says Trivariate Research's Adam ParkerAdam Parker, Trivariate Research founder and CEO, joins 'Squawk on the Street' to discuss stocks with growth performance, investing in A.I. development infrastructure, and how the regional banks will recover from the banking crisis.

☆ A.I. enthusiasm is responsible for the bulk of the stock market’s gain this year
▼ + stars: | 2023-05-03 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Digging deeper into the gains, Nvidia turns up as a big winner. Meta Platforms shares have doubled. If the Fed signals a pause Wednesday and rates fall, the market could see tech stocks rip higher. To be sure, other factors besides for AI have contributed to this year's rally in technology stocks. Jason Tauber, a portfolio manager at Neuberger Berman said AI stocks should start to experience bifurcation from here on out.

☆ Top strategist says every investor needs some hyper-growth exposure and these A.I. stocks could do the trick
▼ + stars: | 2023-04-25 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Investors searching for hyper-growth exposure should turn to artificial intelligence-focused stocks, according to Adam Parker, founder and CEO of Trivariate Research. "This could have a massive implication on humankind and the stock market," he wrote. The year-to-date performance of the basket has been stronger than the growth universe excluding AI, Parker noted. Here are the top 10 names with the most AI references. Meanwhile, Alphabet unveiled its AI chatbot, Bard, at an event the day after Microsoft touted its AI technologies, earlier this year.

☆ More downward earnings revisions are behind us than in front: Trivariate's Parker
▼ + stars: | 2023-04-10 | 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 EmailMore downward earnings revisions are behind us than in front: Trivariate's ParkerAdam Parker, Trivariate Research founder and CEO, joins 'Closing Bell' to discuss the market's price action on Monday, the chances the Federal Reserve raises rates in May and more.

☆ Only 20 names are driving the tech equity rally, says Citi's Kristen Bitterly
▼ + stars: | 2023-04-05 | 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 EmailOnly 20 names are driving the tech equity rally, says Citi's Kristen BitterlyKristen Bitterly of Citi Global Wealth and Trivariate Research's Adam Parker join 'Closing Bell' to discuss tech as a defensive call, the leaders in the tech rally, and recessionary resilience.

☆ Earnings expectations look a bit too optimistic, says Trivariate's Adam Parker
▼ + stars: | 2023-04-05 | 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 EmailEarnings expectations look a bit too optimistic, says Trivariate's Adam ParkerAdam Parker, founder and CEO of Trivariate Research, joins 'Closing Bell' to discuss signs of slowing in the market, earnings expectations, and isolating future banks runs.

☆ Watch CNBC's full interview with Trivariate's Adam Parker and Requisite Capital's Bryn Talkington
▼ + stars: | 2023-03-29 | 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 Trivariate's Adam Parker and Requisite Capital's Bryn TalkingtonAdam Parker, Trivariate Research CEO and Bryn Talkington, Requisite Capital Management managing partner, join 'Closing Bell' to discuss the tech rally and more.

☆ Here's why S&P has been resilient this week: RBC Capital Markets Lori Calvasina
▼ + stars: | 2023-03-16 | 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 EmailHere's why S&P has been resilient this week: RBC Capital Markets Lori CalvasinaAdam Parker, Trivariate Research CEO, and Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, join 'Squawk on the Street' to discuss their thoughts on crude prices, the tech industry, and more.

☆ I think the Fed should pause right now, says Trivariate Research's Adam Parker
▼ + stars: | 2023-03-14 | 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 EmailI think the Fed should pause right now, says Trivariate Research's Adam ParkerTrivariate Research's Adam Parker joins 'Closing Bell' to discuss whether we're out of the woods after last week's banking crisis and what the Fed is likely to do given recent CPI data and the collapse of SVB.

☆ You don't want the Fed to get dovish, because it means things are bad, says Trivariate Research's Adam Parker
▼ + stars: | 2023-03-10 | 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 EmailYou don't want the Fed to get dovish, because it means things are bad, says Trivariate Research's Adam ParkerTrivariate Research's Adam Parker joins 'Squawk on the Street' to discuss his thoughts on equities, the Fed and the breaking news on SBV Financial.

☆ Watch CNBC's full interview with Trivariate's Adam Parker, Crossmark's Victoria Fernandez and Truist's Keith Lerner
▼ + stars: | 2023-03-01 | 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 Trivariate's Adam Parker, Crossmark's Victoria Fernandez and Truist's Keith LernerTrivariate Research Founder and CEO Adam Parker, Crossmark's Victoria Fernandez and Truist's Keith Lerner join 'Closing Bell' to discuss the risk of a position disconnect and bonds becoming an attractive alternative to equities.

☆ 2-year notes an attractive alternative to equities, says Trivariate Research's Adam Parker
▼ + stars: | 2023-03-01 | 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 Email2-year notes an attractive alternative to equities, says Trivariate Research's Adam ParkerTrivariate Research Founder and CEO Adam Parker joins 'Closing Bell' to discuss the risk of a position disconnect and bonds becoming an attractive alternative to equities.

☆ Trivariate Research CEO Adam Parker on markets: Pause is now the new cut
▼ + stars: | 2023-02-21 | 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 EmailTrivariate Research CEO Adam Parker on markets: Pause is now the new cutAdam Parker, CEO at Trivariate Research, joins ‘Closing Bell’ to discuss the ongoing market volatility.

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