Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Trivariate Research"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhat CNBC's full interview with Trivariate Research’s Adam Parker, NFJ's John Mowrey and Requisite Capital's Bryn TalkingtonAdam Parker, CEO at Trivariate Research, Bryn Talkington, managing partner at Requisite Capital Management and John Mowrey, chief investment officer at NFJ Investment Group, join ‘Closing Bell’ to discuss the ongoing market volatility.
But is this just a bear market rally or the start of a bull market ? The rally has some way to go, said Trivariate Research analysts, led by founder Adam Parker, in a Feb. 5 note. "It means there is further upside potential to this rally," Parker wrote. But markets could go through some range-bound trading before a "big rally," Hatfield told CNBC Pro. In light of the volatile market, Niles said investors should continue staying invested in cash — his "favorite investment" for this year.
Since March, Rosenberg has warned that by trying to crush inflation, the Fed would inadvertently kill the economy as well. "I think that the odds now are that it's going to be more severe than people think because the Fed has gone way overboard," Rosenberg said of a recession. The contrarian view: With inflation falling, a recession is no guaranteeHowever, not every strategist thinks that a recession is a sure thing. But what I think we can see is the Federal Reserve is overdoing it and eventually, the Fed will have to cut rates." Fittingly, Parker's bets are contingent on his view that the US economy won't suffer from a severe recession.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect Fed will remain relatively hawkish on upcoming rate decision, says Adam ParkerAdam Parker, Trivariate Research founder, joins 'Closing Bell: Overtime' to discuss market trends and the market setup for this week.
Traders work on the floor of the New York Stock Exchange (NYSE) during morning trading on January 26, 2023 in New York City. Stock futures rose slightly in overnight trading as the S&P 500 looks to cap off its best January since 2019. Futures tied to the S&P 500 added 0.26%, while futures connected to the Dow Jones Industrial Average inched 0.15%, or 49 points, higher. During regular trading the Dow declined 260.99 points, or 0.77%, while the S&P and Nasdaq Composite fell 1.30% and 1.96%, respectively. As of Monday's close, the S&P and Dow are up 4.64% and 1.72% in January, respectively, and headed for their third positive month in four.
As investors worry about greater market volatility looming in 2023, Trivariate Research offers up some cheap, quality stocks that can be used to play defense. Yet investors struggle to find attractive stocks that are traditionally defensive, according to Trivariate Research. One way investors can find some attractive defensive names would be to look for cheap, quality stocks with low volatility. Pfizer is a defensive stock that is compellingly valued, according to the screen. Meanwhile, Check Point Software Technologies also looks like cheap quality, and was the only technology stock that met Trivariate's criteria, with a 0.63 beta.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix jumps on Q4 paid net additions, 7.66 million vs. 4.57 million expectedAdam Parker of Trivariate Research joins 'Closing Bell: Overtime' to discuss Netflix earnings and whether he believes in the bounce back in technology stocks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full Netflix earnings discussion with Trivariate's Adam Parker, Odyssey's Jason Snipe and Hightower's Stephanie LinkNetflix stock jumps after subscriber beat. Trivariate Research's Adam Parker, Jason Snipe from Odyssey Capital Advisors and Stephanie Link of Hightower Advisors join 'Closing Bell: Overtime' to discuss Netflix earnings and the impact on the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSoftware will outperform this year, says Trivariate Research's Adam ParkerAdam Parker, Trivariate Research founder, joins 'Closing Bell: Overtime' to discuss his market outlook for sectors he expects to do well in the second half of 2023.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFocus on businesses that can do well without China exposure, says Trivariate's Adam ParkerAdam Parker, Trivariate Research, joins 'Closing Bell: Overtime' to discuss the last days of the 2022 market and China's Covid issues' impact on the markets.
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, joins 'Squawk on the Street' to discuss what good news is for the markets right now, if his views have changed in the last few weeks and why the economy may not be on a V-shaped recovery path.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think markets are going to slowly erode for maybe two years, says Trivariate's ParkerAdam Parker, Trivariate Research, joins 'Squawk on the Street' to discuss what good news is for the markets right now, if Parker's views have changed in the last few weeks and why the economy may not be on a V-shaped recovery path.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full post-market discussion with Trivariate's Adam Parker, Citi’s Kristen Bitterly and Wealth Enhancement Group’s Nicole WebbTrivariate Research's Adam Parker, Citi Global Wealth’s Kristen Bitterly and Wealth Enhancement Group’s Nicole Webb, join 'Closing Bell: Overtime' to discuss the China protests and their potential impact on global markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina's protest should lead investors to be bullish on energy, says Trivariate's Adam ParkerAdam Parker, Trivariate Research, joins 'Closing Bell: Overtime' to discuss the China protests and its potential impact on the global markets.
Traders work on the floor of the New York Stock Exchange (NYSE), September 6, 2022. U.S. stock futures were flat on Monday night after the major averages came under pressure from Covid protests in China, and as investors anticipated more economic data and commentary from Federal Reserve leaders this week. Growing frustration in mainland China over the country's zero-Covid policy weighed on markets around the world. On Monday, West Texas Intermediate crude futures briefly fell to their lowest point since last December. Fed Chair Jerome Powell is scheduled to speak at the Hutchins Center on Fiscal and Monetary Policy at Brookings on Wednesday.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou see what the market's going to do when the Fed gets dovish, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell: Overtime' to discuss his market outlook, rallies and the hawkishness of the Fed.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe soft-landing narrative has been picking up, says Trivariate's ParkerTrivariate Research's Adam Parker joins 'Closing Bell: Overtime' to discuss the markets and where he expects things to go after the midterms and ahead of the next Fed meeting. CPI trumps midterms, he believes.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full discussion after today's market close, with Adam Parker, Brenda Vingiello and Emily RolandTrivariate Research's Adam Parker joins 'Closing Bell: Overtime' to discuss the markets and where he expects things to go after the midterms and ahead of the next Fed meeting. CPI trumps midterms, he believes. With Brenda Vingiello of Sand Hill Global Advisors and Emily Roland of John Hancock.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are ways to hide in technology, says OptionsPlay's Jessica InskipAdam Parker, Trivariate Research, CIC Wealth’s Malcolm Ethridge and OptionsPlay’s Jessica Inskip, join 'Closing Bell: Overtime' to discuss the markets heading into midterms and year end.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed will likely kill the market rally, says Trivariate's Adam ParkerAdam Parker, Trivariate Research, joins 'Closing Bell: Overtime' to discuss the market rally and the Fed.
Trivariate Research CEO and founder Adam Parker said some stocks are excessively cheap after this year's market turbulence and poised for growth next year. Market participants are dealing with rising inflation, a hawkish Federal Reserve, excessive inventory levels, and elevated earnings estimates. Trivariate Research found stocks that are attractive compared with pre-Covid levels in 2019. Visa is down 11.8% this year, but it could be poised for growth in 2023 as international travel recovers from its pandemic lows. Other stocks included in this list are Booking Holdings , Lam Research and Microchip Technology .
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech earnings will see a slight deterioration, says Trivariate's Adam ParkerAdam Parker, Trivariate Research, joins 'Closing Bell: Overtime' to discuss his market outlook and tech earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full discussion with Trivariate's Adam Parker, Hightower’s Stephanie Link and G-Squared’s Victoria GreeneAdam Parker, Trivariate Research, Hightower’s Stephanie Link and G-Squared’s Victoria Greene, join 'Closing Bell: Overtime' to discuss his market outlook, tech earnings, bonds and the energy trade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInventory is the KPI for this quarter, says Trivariate Research's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Squawk on the Street' to discuss positioning and sentiment rallies, the concerns around volatility, and anticipations for equities going forward.
It's time to sell stocks that are seeing inventory pile up at the same time as consumer demand slows, according to Adam Parker of Trivariate Research. "Inventory levels are a growing problem: For large cap stocks, inventory-to-sales is near all-time highs," wrote Parker, who was formerly the chief U.S. equity strategist at Morgan Stanley. Meanwhile, sectors where the firm is not worried about inventory levels are the energy and metals and mining industries. The firm identified companies with high inventory, high capital expenditures and declining revenue growth over the next year. Consumer staples stocks have inventory-to-sales levels that are nearing all-time highs, the note said.
Total: 25