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☆ Here's how to invest in 3 'tectonic shifts' that will shape markets over the next few years, according to BofA
▼ + stars: | 2023-02-10 | by ( Marley Jay | ) www.businessinsider.com time to read: +5 min

The firm walked investors through patterns in interest rates and government spending. From 2008 to last year, ultra-low interest rates and central bank policy made for an era of easy money. They said that will favor value stocks over growth stocks, and will make dividend-paying stocks and alternative investments more appealing. It's also a potential economic challenge, as national debt levels have risen at the same time that interest rates have increased. "We have entered a bull market in state intervention and activism," Quinlan and Sanfilippo wrote.

☆ The 60/40 portfolio: Why one wealth manager thinks the strategy is coming back and her tips for using it
▼ + stars: | 2023-01-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Gina Bolvin thinks the 60/40 portfolio will make a comeback in 2023. But the Bolvin Wealth Management Group president has some specific tips for investors considering the strategy after a down year. That will help the 60/40 portfolio once again perform an effective investing strategy, she said. "I'm fascinated that after one horrible year, I've seen advisors are saying the 60/40 portfolio is dead. "The 60/40 portfolio has a good long term track record, so one year isn't a trend."

☆ US-China Tech War: How Money for Semiconductor Factories Costs Americans
▼ + stars: | 2023-01-19 | by ( Taylor Dorrell | ) www.businessinsider.com time to read: +15 min

If the first Cold War was defined by the development of nuclear weapons, this Tech Cold War is defined by the computer chip. The massive Intel plant in Ohio is a key part of the race with China for the future of tech. Even before the Intel plant, the Columbus area was well acquainted with these sorts of trade-offs. But, the Ohio State study found, Columbus' residential tax-abatement programs did little to meaningfully address the housing problem, while draining the city's funds. Federal, state, and local subsidies add up to billions of dollars that Intel is saving on its new Ohio semiconductor factory.

☆ Covid broke supply chains. Now on the mend, can they withstand another shock?
▼ + stars: | 2023-01-16 | by ( Alicia Wallace | ) edition.cnn.com time to read: +8 min

“Because of that, supply chains are not as brittle as they were three years ago,” he said. “There could be another huge black swan event in a month that throws everything upside down; but for right now, it seems like respondents are predicting steadiness in the supply chain.”If anything, the pandemic’s shock to the supply chain should be a wake-up call, said Jack Buffington, director of supply chain and sustainability at First Key Consulting and assistant professor of supply chain management at the University of Denver. “I would categorize it as ‘efficiently broken,’” said Buffington, whose own book about supply chains, “Reinventing the Supply Chain: A 21st Century Covenant with America,” had its release delayed due to supply chain issues. “All supply chains really are is supply and demand, and there’s been so much disruption in materials and consumer demand related to labor and inflation and geopolitics,” he said. The complexities related to a globalized supply chain, human systems aren’t capable of handling it.”He added: “Covid wasn’t the cause of the problems with the supply chain, it was a trigger to show how bad it was,” he said.

☆ GXO shares pop as customers move away from China
▼ + stars: | 2023-01-12 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGXO shares pop as customers move away from ChinaCNBC's Frank Holland joins 'The Exchange' to report on reshoring and the impact it's having on transport stocks.

While Budapest and Warsaw are haggling with the bloc over rule-of-law strings attached to billions worth of pandemic recovery funds, Romania has already drawn down over 6 billion euros in grants and cheap loans. Prime Minister Nicolae Ciuca has said the government aims to tap more than 10 billion euros a year, equivalent to about 4% of GDP, of about 90 billion euros of EU funding available to Bucharest through to 2027. RESHORINGCompanies reshoring from Russia and Ukraine to nearby low-cost manufacturing hubs partially helped push foreign direct investment to 9.39 billion euros in January-October, the largest 10-month figure since Romania joined the EU. "We are optimistic that investment will rise in coming years, also encouraged by EU funds," said Alex Milcev, head of Tax and Legal at E&Y Romania. And relations with the EU are not always smooth: in December, Austrian opposition over unauthorised immigration kept Romania out of Europe's borderless Schengen area.

☆ Citi's Chronert says a recession is near; shares his 'top conviction calls' to tough it out
▼ + stars: | 2023-01-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Citi's Scott Chronert expects a mild recession in the first half of this year and revealed three strategy calls that could help investors trade the downturn. Earnings Earnings will likely come in better than expected, according to Chronert in his outlook for this year, published in December. Strength in some sectors Chronert likes both industrials and energy looking ahead. In the December note, Citi listed a number of "preferred" U.S. energy stocks including APA and EOG Resources . As such, he told CNBC Thursday that he's "steering somewhat clear of" mega-cap companies.

☆ The year of the restaurant robot: Why chains are investing in automation and what it means for workers
▼ + stars: | 2022-12-27 | by ( Amelia Lucas | ) www.cnbc.com time to read: +7 min

This year brought a flurry of automation announcements in the restaurant industry as operators scrambled to find solutions to a shrinking workforce and climbing wages. Three-quarters of restaurant operators are facing staffing shortages that keep them from operating at full capacity, according to the National Restaurant Association. Many restaurant operators hiked wages to attract workers, but that pressured profits at a time when food costs were also climbing. "Automation is one word, and a lot of people go right to robotics and a robot flipping burgers or making fries. The labor questionAutomation often faces pushback from workers and labor advocates, who see it as a way for employers to eliminate jobs.

☆ ‘The reshoring craze is real’ — These companies should benefit, experts say
▼ + stars: | 2022-12-23 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

A lot has been said about reshoring, as companies look to bring manufacturing back to their home countries, particularly the U.S. Reshoring is essentially companies returning operations to their original country from overseas. "The reshoring craze is real, especially as you continue to hear more and more about this general theme of deglobalization," he said. "They sell into the construction of the factory, they sell into the equipment of the factory, the automation of the factory." The company's equipment is needed for big semiconductor manufacturing plants as companies test chips as they are produced, Snyder said.

☆ The renewed 'Made in America' wave is going to make stuff like clothing and electronics more expensive
▼ + stars: | 2022-12-22 | by ( Jacob Zinkula | ) www.businessinsider.com time to read: +6 min

It's in response to the supply chains disruptions companies have faced in recent years. The headaches US corporations have faced are leading more of them to bring their supply chains closer to home and more under their control. Just under half (46%) said they were adjusting supply chains, and around a third (32%) said they were onshoring their workforce. But if more companies shift their supply chains closer to home, this could slowly begin to change. If reshoring companies have to raise wages to attract workers, they may decide to raise prices even further to protect their margins.

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Hostess, Home Depot, Rivian, Netflix & more
▼ + stars: | 2022-12-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Atlantic Equities names Coca-Cola as a top 2023 pick Atlantic Equities said it sees "category momentum" for shares of the beverage giant. JPMorgan reiterates Apple as overweight JPMorgan cut its price target on Apple to $190 per share from $200 due to supply chain challenges concerns. JPMorgan names Amazon as a top 2023 pick JPMorgan said Amazon is the "most diversified mega-cap across revs/profit & has numerous large growth opportunities." JPMorgan resumes DuPont as overweight JPMorgan resumed coverage of the stock and said it sees several positive catalysts ahead. JPMorgan names Bank of America a top 2023 pick JPMorgan said it likes the stock due to a "lower share of nonprime consumer loans."

☆ Here's why we're overhauling our Bullpen watch list — adding five stocks and removing two
▼ + stars: | 2022-12-09 | by ( Jeff Marks | ) www.cnbc.com time to read: +13 min

We're making several updates to our Bullpen watch list: adding five names, including Caterpillar (CAT), and removing two. Also, adding a stock to the Bullpen does not necessarily mean we would buy it at the current price. Let's go company by company to explain the reasons behind the additions and the removals. 5 stocks added to the Bullpen This aerospace and defense company was formed in 2020 through the combination of Raytheon Company and United Technologies Corporation's aerospace business. 2 stocks removed by the Bullpen We put Barrick Gold in the Bullpen back in March, thinking investors may seek out gold stocks as a safe haven during times of crisis.

☆ Apple may pull iPhone production out of China. Don’t expect other supply chains to follow.
▼ + stars: | 2022-12-08 | by ( Emma Cosgrove | ) www.businessinsider.com time to read: +4 min

COVID lockdowns and protests in China have reportedly pushed Apple to move production. It's the latest hit in a wave of talk about "reshoring" supply chains not always followed by action. In an August survey conducted by research firm Gartner, 95% of responding companies said they were reevaluating their China sourcing strategies. And most would say they had plans to move their supply chains away from China. But just as the Wall Street Journal reported Apple's intent to leave China, the country's leaders relaxed the COVID restrictions that were strangling the economy.

☆ This California city asked where its recycling went. The answer wasn’t pretty.
▼ + stars: | 2022-12-01 | by ( Saqib Rahim | ) www.nbcnews.com time to read: +6 min

In recent years the global plastic trade has shrunk amid new controls by rich and developing countries alike. U.S. plastic waste exports to Asia fell to 330 million pounds in 2021, according to government data, half their 2017 level. But even these reduced volumes, environmental groups charge, can overwhelm developing countries that lack the facilities to manage them. In May, city staff asked to divert some of Palo Alto’s waste streams to facilities in Louisiana and Southern California. The second lesson, City Manager Ed Shikada said, is that Palo Alto can’t transform the global recycling system alone.

☆ Energy crisis highlights need to broaden renewables' supply chain
▼ + stars: | 2022-12-01 | by ( Laila Kearney | ) www.reuters.com time to read: +4 min

[1/2] Enel CEO Francesco Starace speaks during the Reuters NEXT Newsmaker event in New York City, New York, U.S., December 1, 2022. REUTERS/Brendan McDermidNEW YORK, Dec 1 (Reuters) - The global energy crisis sparked by war in Ukraine has underscored how parts of the renewables supply chain might face similar struggles if not quickly diversified, energy executives told the Reuters NEXT conference this week. "Out of this crisis, you learn that there are many other things that might follow this same pattern," said Francesco Starace, CEO of Italy's Enel (ENEI.MI), speaking at the conference on Thursday in New York. Starace noted how solar panels are produced overwhelmingly in China, saying that, and the manufacture of other energy components critical to transitioning from fossil fuels, are potential problem areas. South Africa, the most industrialized country in Africa, will need to add more than 50,000 megawatts (MW) of new power generation capacity to help meet demand and stabilize its grid, Brian Dames, chief executive officer of African Rainbow Energy & Power, said at a Reuters NEXT panel on Wednesday.

☆ China decoupling takes one step forward, one back
▼ + stars: | 2022-11-29 | by ( Pete Sweeney | Thomson Reuters | Asia Economics Editor Pete Sweeney Joined Reuters Breakingviews In Hong Kong In September Previously He Served As Reuters' Chief Correspondent For China Economy | ) www.reuters.com time to read: +7 min

It has pushed for reshoring production of electric vehicles and silicon chips, and legislated to delist Chinese companies from New York. Europe, Japan, Australia and India have implemented their own measures ranging from restrictions on Chinese investment, excluding equipment from telecoms networks, and banning consumer apps. The impact the pandemic has had on Chinese supply chains has retroactively validated the push to separate. For politicians who hope to replicate the Chinese supply chain via tax tweaks, subsidies and sanctions, it’s worth remembering China started building out the requisite logistical infrastructure in the 1980s. Non-financial outbound direct investment in the same 10-month period rose 10.3% year-on-year to 627.4 billion yuan, Shu said.

☆ Aggressive central bank easing will return within 18 months, CIO says, naming stocks to buy
▼ + stars: | 2022-11-28 | by ( Jenni Reid | ) www.cnbc.com time to read: +2 min

Overly loose fiscal and monetary policy during Covid-19 was a "mistake," according to the chief investment officer of asset management firm Antipodes Partners. I think, though, we're probably in a different regime where we have to expect greater volatility around not just inflation but economic growth," he said. So we think there's a fair amount of downside on the S & P EPS [earnings per share] numbers." "The digital industries business is a really good software-hardware factory automation business, and decarbonization is all about reengineering supply chains. So a lot of investment is required, and Siemens I think benefits from that," he said.

☆ BofA says the bull case for chips is 'compelling,' picks its top stocks to buy
▼ + stars: | 2022-11-18 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Chip stocks, once a hot favorite among investors, are doing poorly this year . But BofA says that despite consumer demand remaining under pressure, the "bull case for semis is also compelling." Here are some themes that chip stocks could ride on, says the bank, which also picked names to buy. BofA picked these stocks that it said have "best-in-class" 30% free cash flow margins, with 1.8% dividend yield: Analog Devices – its top pick, and Broadcom . Compelling valuations The bank says semiconductor capital equipment stocks "provide an ideal mix of compelling valuations," with about 14 to 15 times forward price-to-earnings.

☆ A year out from Nasdaq's peak, it's been brutal for tech stocks and the pain's not over
▼ + stars: | 2022-11-18 | by ( Patti Domm | In | ) www.cnbc.com time to read: +5 min

"Leadership has shifted away from the tech sector and FANMAG. Two major challenges for tech names Clissold said the tech sector is facing two major challenges. Stockton said the peak in the Nasdaq last November was also the peak of its outperformance versus the S & P 500. The tech sector outperformed the S & P 500, but it was the materials sector that led the index higher, up about 19%. However, the S & P 500 has been up just 20%.

☆ Singapore minister says country won't take sides as there's no win-win scenario in fractured world
▼ + stars: | 2022-11-17 | by ( Su-Lin Tan | ) www.cnbc.com time to read: +4 min

"Global businesses have a voice and need to make their voice heard, that you prefer an integrated world, and not a fragmented world," Singapore's Education Minister Chan Chun Sing (pictured here in 2019) said. Bloomberg | Bloomberg | Getty Images"It's important to remember that a more interdependent world is a safer world. He cited Russia's war in Ukraine and the World Trade Organization dispute settlement crisis as some of the cracks in the system. "Global businesses have a voice and need to make their voice heard, that you prefer an integrated world, and not a fragmented world," Chan said. "World trade as a percent of GDP had in the past been going up very fast, which contributed to the very low rate of inflation.

☆ Is it time to return to tech stocks? Here's what Citi, BlackRock and other pros are saying
▼ + stars: | 2022-11-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

It's been a brutal year for tech, as markets flee growth stocks in the face of rising interest rates and other headwinds. With inflation figures rising less than expected , however, Big Tech stocks rallied last week on investor hopes that a peak is in sight. BlackRock BlackRock said that 2023 "could well be the year to upend almost three years of growth and tech stocks moving in virtual unison." Because of economic headwinds this year, BlackRock said, relative valuations may now appear more attractive than in recent years, with growth and tech stocks currently undervalued. Others Louis Navellier, chief investment officer at asset manager Navellier & Associates, told CNBC Pro in early November there will be "persistent selling pressure" in tech, since many Big Tech stocks are faltering.

☆ A top 1% fund manager believes the market will plummet another 20% to 25% — and shares the 5 stocks he's investing in to outperform inflation
▼ + stars: | 2022-10-24 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +8 min

Jeff Muhlenkamp of the Muhlenkamp Fund believes stocks could fall another 20% to 25%. Muhlenkamp shared two sectors and five stocks he's investing in to beat macroeconomic headwinds. The portfolio manager's eponymous Muhlenkamp Fund (MUHLX) has beaten 99% of its peers year-to-date. Even though the S&P 500 has already cratered over 25% year-to-date, another 20% to 25% decline wouldn't surprise Muhlenkamp. Energy currently looks ridiculously cheap, with energy companies generating a lot of free cash flow, Muhlenkamp said.

☆ How Consumers React When They Buy an Item on Back-Order
▼ + stars: | 2022-10-19 | by ( Lisa Ward | ) www.wsj.com time to read: 1 min

Journal Reports: LeadershipEverybody Talks About Made in America. But It Isn’t That Simple. By Tinglong Dai , and Christopher S. TangWhy reshoring—bringing manufacturing back to the U.S.—is so hard.

☆ Reshoring semiconductors in the U.S. is not going to happen overnight, says Needham's Charles Shi
▼ + stars: | 2022-10-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStructural pricing increases by chip manufactures are generating valueCharles Shi of Needham joins ''TechCheck" to discuss chip stocks, focusing on Taiwan Semiconductor, Apple migrating to five nanometer technology and expectations for the timeline of American reshoring.

☆ 'Dr. Doom' Nouriel Roubini warns the world economy is in danger - as he predicts an imminent US recession plus more pain for stocks
▼ + stars: | 2022-10-14 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +4 min

Economics professor Nouriel Roubini warned the global economy faces a stagflationary debt crisis. Roubini, known as "Dr Doom", predicted an imminent US recession and more pressure on stocks and bonds. Roubini, an economics professor at NYU Stern, is nicknamed "Dr. Doom" for his dire predictions. As a result, Roubini expects a full-blown domestic recession by the end of this year. He emphasized that private and public debt, as a share of global GDP, has soared from 200% in 1999 to 350% today.

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