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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall caps could outperform by more than 100% in the next few years, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner and head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss President-elect Trump's election victory, impact on the markets, state of the economy, the Fed's inflation fight, and more.
Persons: Tom Lee Tom Lee, Trump's Organizations: Fundstrat Global Advisors, Fundstrat Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Too many unknowns' with election & market to be overweight megacaps, says Clockwise's CakmakJames Cakmak, Clockwise Capital CIO, joins CNBC's 'The Exchange' to discuss why he's moving away from tech and into value, how to position, and more.
Persons: Clockwise's Cakmak James Cakmak Organizations: Capital CIO
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDepth of weight loss drug pipeline will support growth even as cost lowers, says StemPoint's RossMichelle Ross, StemPoint Capital CIO and Novo Nordisk shareholder, joins CNBC's 'Closing Bell' to discuss the criticism Novo has faced around high drug prices, the potential earnings impact if prices come down, and more.
Persons: StemPoint's Ross Michelle Ross, Novo Organizations: StemPoint Capital, Novo Nordisk
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNo reason to think bearish pattern will persist, says Crossbridge Capital CIOManish Singh, chief investment officer at Crossbridge Capital, discusses the state of the technology market and his forecast for rate cuts by the Federal Reserve.
Persons: Manish Singh Organizations: Crossbridge, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't get nervous of a decline in the S&P, says Cresset's Jack AblinJack Ablin, Cresset Capital CIO, joins 'Power Lunch' to discuss whether or not he believes the markets are due for a pullback.
Persons: Jack Ablin Jack Ablin Organizations: Cresset Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere should not be a rate cut in 2024, says Catalyst Capital's David MillerDavid Miller, Catalyst Capital CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to expect from the Fed's two-day policy meeting, state of the economy, rate path outlook, and more.
Persons: Capital's David Miller David Miller Organizations: Catalyst Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTurning TikTok into a domestic company would be a boon for U.S. companies, says Cresset's Jack AblinJack Ablin, Cresset Capital CIO, joins 'Power Lunch' to discuss how TikTok could be a double-edged sword for U.S. companies.
Persons: Jack Ablin Jack Ablin Organizations: Cresset Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArjuna Capital's racial and gender pay scorecard: Starbucks and Target get perfect scoresNatasha Lamb, Arjuna Capital CIO, joins 'Money Movers' to discuss how the company collects its data for its racial and gender pay scorecard, whether pay equality measures are a function of how many senior positions are held by diverse candidates, and more.
Persons: Arjuna, Natasha Lamb Organizations: Starbucks, Target, Arjuna Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAndersen Capital CIO: 2024 will produce tremendous investment returnsPeter Andersen, chief investment officer at Andersen Capital Management, joins 'Power Lunch' to discuss riding the AI bandwagon and value in the market.
Persons: Peter Andersen Organizations: Andersen, Andersen Capital Management
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStemPoint's Michelle Ross is bullish on J&J after stronger guidanceMichelle Ross, StemPoint Capital CIO, joins 'Closing Bell' to discuss biotech, weight-loss drugs and her playbook.
Persons: Michelle Ross Organizations: StemPoint Capital
Andersen Capital CIO: The market will rally in Q4
  + stars: | 2023-09-26 | 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 EmailAndersen Capital CIO: The market will rally in Q4Peter Andersen, chief investment officer at Andersen Capital Management, joins 'Power Lunch' to discuss September losses in the market, the impact of rate hikes and inflation, and more.
Persons: Peter Andersen Organizations: Andersen, Andersen Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAndersen Capital CIO: Hesitant to see if soft-landing will actually happenPeter Andersen, chief investment officer at Andersen Capital Management, joins 'Power Lunch' to discuss why Anderson's raising cash, the likelihood of a recession, and more.
Persons: Peter Andersen Organizations: Andersen, CIO, Andersen Capital Management
SummarySummary Companies For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. The S&P 500 is up almost 20% from its October 2022 lows, boosted by gains in megacap stocks, a stronger-than-expected earnings season and hopes that the U.S. central bank is nearing the end of its interest rate-hike cycle. Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., May 30, 2023. Financials (.SPSY) led gains among the 11 major S&P 500 sectors, while the KBW regional banking index (.KRX) was firmly in the green. Recent economic data and dovish remarks from Fed officials have raised the odds of the Fed holding interest rates at its June 13-14 meeting.
Persons: Piper Sandler, Jack Ablin, Brendan McDermid, Russell, Coinbase, Sruthi Shankar, Shristi, Vinay Dwivedi, Deepa Babington Organizations: U.S, SEC, Dow Jones, Nasdaq, New York Stock Exchange, REUTERS, U.S . Securities, Exchange Commission, Devices, Thomson Locations: megacap, U.S, New York City, Bengaluru
I don’t think we are at 2008-2009 stages by any means when it comes to the contagion stuff," said Themis Trading co-manager of trading, Joe Saluzzi. Still, Credit Suisse troubles piled more pressure on U.S. banking sector after U.S. authorities relieved investors with emergency measures to prevent contagion after the collapse of SVB Financial (SIVB.O) and Signature Bank (SBNY.O). Some investors believe aggressive U.S. interest rate hikes by the Federal Reserve caused cracks in the financial system. Shares of Western Alliance Bancorp (WAL.N) and bank and brokerage Charles Schwab Corp (SCHW.N) bucked the trend to close in the green. Big U.S. banks including JPMorgan Chase & Co (JPM.N), Citigroup (C.N) and Bank of America Corp (BAC.N) dropped, dragging on the S&P 500 banking index (.SPXBK).
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSome beat-up market sectors may still have room to weaken, says Verdence Capital CIOSylvia Jablonski, CEO and CIO of Defiance ETFs, and Megan Horneman, Verdence Capital Advisors CIO, join CNBC's 'Squawk Box' to discuss recent comments from Federal Reserve officials on inflation and what they mean for markets.
Jim Chanos and Carson Block, two of Wall Street's biggest short sellers, fired shots at Sunrun , saying the residential solar company is not as "green" as many investors think. "This company is the aluminum siding of the 21st century for those who are old enough to know what I'm talking about," Chanos, founder of Kynikos Associates, said at CNBC's Delivering Alpha Investor Summit in New York City Wednesday. Aluminum re-sidings were prevalent in the 70s and 80s but they fell out of favor as the material was susceptible to scratches and dents. Muddy Waters Capital CIO Carson Block said he has a short position against Sunrun, taking issue with the way the company deals with tax subsidies from the government. "Muddy Waters has its 'facts' wrong.
Watch CNBC's full interview with Cresset Capital's Jack Ablin
  + stars: | 2022-09-23 | 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 Cresset Capital's Jack AblinJack Ablin, Cresset Capital CIO, joins 'TechCheck' to discuss his thoughts around the strength of the dollar and rising rates, whether gold is a safe haven commodity and what he recommends for the average investor.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI suspect Treasurys will break before the strong dollar, says Cresset Capital's Jack AblinJack Ablin, Cresset Capital CIO, joins 'TechCheck' to discuss his thoughts around the strength of the dollar and rising rates, whether gold is a safe haven commodity and what he recommends for the average investor.
Here are four tips for navigating this choppy stock market as recession risk rises. "It's an active management approach to US interest rates — that's the key here," Azous told Insider. And for us, that leads to a lower stock market and a more difficult credit market or very much tighter financial conditions. Barring a catalyst like the end of the Russia-Ukraine war, a notable improvement in the Chinese or European economies, or a huge drop in inflation, Azous said he sees more trouble ahead. "You want to avoid a catastrophic drawdown that keeps you invested in the stock market," Azous said.
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