DIRS.INFO The most relevant business & tech news

There's a common belief that lower borrowing costs benefit so-called growth stocks, as they're often capital-intensive. "History also suggests value should outperform growth, at least over the six months following the first rate cut," he said. If the economic situation becomes a "hard-landing," however, he said that growth stocks could outperform. If it normalizes (i.e., becomes more upward sloping), value should outperform growth," he said, referring to a situation where short-term rates are lower than long-term rates. "Lower multiple value stocks have greater upside and less risk than the pricier 'glamor growth' group for the foreseeable future," Ball said.

Persons: Adam Turnquist, Savita Subramanian, CNBC's, we've, Janjigian, Vanguard Russell, Venu Krishna, George Ball, Sanders Morris, Ball Organizations: U.S, Tech, CNBC Pro, LPL, BofA Securities, Greenwich Wealth Management, Vanguard, Index, Barclays, Krishna, Presidential Locations: U.S . Federal

☆ Trump's tariff proposals would mean 'consumers are going to pay more,' says economist—here's why
▼ + stars: | 2024-09-13 | by ( Ryan Ermey | ) www.cnbc.com time to read: +4 min

But as a general rule, economists tend to agree that, for U.S. consumers, higher tariffs tend to mean higher prices. "They'll be buying things at higher prices than they otherwise would." Still, a number of organizations say that Trump's new tariff policy would have a negative tangible effect on American consumers' finances. Plus, financial experts say a more aggressive tariff policy could be viewed as a form of economic saber-rattling. It tends to lead to higher prices for consumers in both countries."

Persons: Trump, Howard Gleckman, Kamala Harris, Biden, Donald Trump, Harris, George Ball, Sanders Morris, Clark Bellin, Sam Millette Organizations: Urban, Brookings Tax Policy Center, CNBC, U.S, Trump, U.S ., American Progress, Peterson Institute for International, Commonwealth Financial Network Locations: China, U.S, —

☆ Women's Online Reviews Are More Reliable Than Men's, Study Finds
▼ + stars: | 2024-07-31 | by ( Emily Stewart | ) www.businessinsider.com time to read: +7 min

What men say, on the other hand, isn't at all telling. "This relationship is completely explained by drug reviews written by females; reviews written by males have no explanatory power." In their analysis, women tended to be more articulate and detailed in their drug reviews and experience, while men were vaguer. One 2023 study looking at Yelp reviews found that the persuasiveness of reviews by gender depended on product category. Other research, however, suggests that even for areas stereotypically seen as being in women's realm, women's reviews aren't perceived as more valuable than men's.

Persons: It's, you've, George Ball, Kaitlin Wowak, hadn't, that's, something's, Ball, Prashanth Ravula, Emily Stewart Organizations: Indiana University Kelley School of Business, Notre Dame's Mendoza College of Business, Food and Drug Administration, Morgan State University, Business

☆ Opinion | Why It’s So Hard to Walk Away From Power
▼ + stars: | 2024-07-03 | by ( Adam Grant | ) www.nytimes.com time to read: +1 min

After his shockingly poor performance in last week’s debate, President Biden is facing mounting pressure to drop out of the 2024 election. There’s a formal name for this trap: escalation of commitment to a losing course of action. One of the tragedies of the human condition is that we use our big brains not to make rational decisions, but rather to rationalize the decisions we’ve already made. Some of the worst leadership decisions of our time can be traced to escalation of commitment. Our involvement will be so great that we cannot — without national humiliation — stop short of achieving our complete objectives.

Persons: Biden, we’ve, Vietnam —, George Ball, Lyndon Johnson, —, ” Locations: Vietnam, Iraq

☆ Three-Stock Lunch: Affirm Holdings, Gilead Sciences and 3M
▼ + stars: | 2024-01-22 | 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 EmailThree-Stock Lunch: Affirm Holdings, Gilead Sciences and 3MGeorge Ball, chairman at Sanders Morris Harris, joins 'Power Lunch' to discuss Ball's investment take on three stocks: Affirm Holdings, Gilead Sciences, and 3M.

Persons: George Ball, Sanders Morris Harris Organizations: Gilead Sciences

☆ Stock futures are little changed as Wall Street look towards busy earnings week: Live updates
▼ + stars: | 2023-10-16 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

A trader works on the floor of the New York Stock Exchange (NYSE) in New York City, September 6, 2022. U.S. stock futures were flat Monday night as the third-quarter earnings season gains momentum. S&P 500 futures ticked up 0.03%, while Nasdaq 100 futures traded near the flatline. The 10-year U.S. Treasury yield rose 7 basis points to 4.7% on Monday. In addition to Tuesday's earnings reports, Wall Street will also be keeping an eye out for fresh economic data.

Persons: Russell, Johnson, Goldman Sachs, Lockheed Martin, Richard Bernstein, CNBC's, Charles Schwab, George Ball, Sanders Morris Harris Organizations: New York Stock Exchange, Dow Jones, Nasdaq, Treasury, Dow, Johnson, Bank of America, Lockheed, Richard Bernstein Advisors, Monday, JPMorgan Chase Locations: New York City, Israel, Iran

☆ September is the cruelest month for stocks. Pros share their trading tips — and what to buy
▼ + stars: | 2023-09-01 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

The pros share their expectations and tips for how investors can trade in the month ahead. The volatility isn't over The "potential bite" of aggressive Fed policy could lead to more volatility, said Richard Saperstein, chief investment officer at investment firm Treasury Partners, in a Tuesday note. Avoid tech — but not completely Avoid mega-cap tech stocks such as the "Magnificent Seven" now, the pros said, referring to Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — tech stocks that have made massive gains this year. "Big tech stocks have run and valuations are richer than they have been. Dave Sekera, chief U.S. market strategist at Morningstar, said on Thursday that not all tech stocks are overvalued.

Persons: Richard Saperstein, Ben Kirby, CNBC's, Carol Schleif, George Ball, Sanders Morris Harris, Schleif, Ball, it's, Dave Sekera, Kirby, Thornburg, Morgan Stanley, Andrew Slimmon Organizations: U.S . Federal Reserve, Treasury Partners, Thornburg Investment Management, BMO Family Office, Apple, Microsoft, Nvidia, Tesla, Big Tech, Morningstar, Autodesk, Software, Teladoc, CNBC, CME, Hyatt Hotels, Hotels, Resorts, Hilton Hotels, Morgan, Morgan Stanley Investment, United Rentals Locations: U.S, China, Argentine

☆ These stocks pulled back in August but analysts expect them to bounce back — giving one 103% upside
▼ + stars: | 2023-08-18 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

The major U.S. averages have been in negative territory this month , and valuations are coming down from their lofty heights. The S & P 500 has declined 4% this month, and the Nasdaq Composite about 6%. Still, there are some who are optimistic on the S & P 500, which is at around 4,404 as of Wednesday's close. George Ball, chairman of investment firm Sanders Morris Harris, predicts that S & P 500 will land at 5,000. ZoomInfo's losses were among the biggest, tumbling nearly 30%, with average price target upside of 49%.

Persons: Sameer Samana, George Ball, Sanders Morris Harris, Stocks, Baidu, SolarEdge Organizations: Nasdaq, U.S . Federal, Vanguard FTSE, Wells, Wells Fargo Investment Institute, CNBC Pro, PayPal, ON Semiconductor, Infineon Locations: U.S, Wells Fargo, Samana, Snowflake

☆ 'Realistic, not frothy': Investor says S&P 500 will hit 5,000, names stocks to buy in that scenario
▼ + stars: | 2023-08-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Some on Wall Street are getting increasingly bullish on the S & P 500 , raising their price targets for the index. It increased its year-end S & P 500 price target from 4,400 to 4,900 — the highest in CNBC's Market Strategist survey . Mid-cap tech stocks : Ball said "mid tech is the equity place for tomorrow." Big tech stocks have contributed to much of the gains this year — although the rally is broadening out — but other well established "but not gigantic" tech stocks have "more premise looking ahead." Energy stocks: The S & P 500 energy subsector has underperformed this year, gaining just 1% to date.

Persons: Sanders Morris Harris, George Ball, CNBC's, Ball Organizations: Oppenheimer Asset Management, CNBC's, Citi, Trade, Energy, Enterprise Products Partners Locations: Tuesday's, bitcoin

☆ The US is in a 'Barbie-type' market at the moment: financial services firm
▼ + stars: | 2023-07-25 | 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 EmailThe US is in a 'Barbie-type' market at the moment: financial services firmGeorge Ball of Sanders Morris Harris explains his bullish call for the S&P 500.

Persons: George Ball, Sanders Morris Harris

☆ The Big Tech stock rally is over for now – but the equity market could still approach record highs this year, veteran investor says
▼ + stars: | 2023-04-26 | by ( Zinya Salfiti | ) www.businessinsider.com time to read: +3 min

The Big Tech stock rally has run its course, but the broader equity market will still approach record highs this year, according to the chairman of Sanders Morris Harris. Tech stocks have surged this year, rebounding after a tough 2022. "We expect the broader markets to move back near record highs at some point in 2023, but it won't likely be because of Big Tech," George Ball told Fortune on Tuesday. Tech stocks have rallied this year, with the tech-heavy Nasdaq Composite up nearly 14% year to date, recovering after a tough 2022. But in order to rise toward record highs, further major increases in the key stock indexes would be required, Ball suggested.

☆ CNBC Stock World Cup: Berkshire Hathaway vs Reliance Industries — who wins?
▼ + stars: | 2022-11-17 | 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 EmailCNBC Stock World Cup: Berkshire Hathaway vs Reliance Industries — who wins? In CNBC's Stock World Cup challenge, George Ball of Sanders Morris Harris weighs in on which conglomerate – Berkshire Hathaway or Reliance Industries – will give investors a greater total return over the next 12 months.

☆ Sept FOMC showed agreement on higher rates for longer
▼ + stars: | 2022-10-12 | by ( ) www.reuters.com time to read: +6 min

Many officials said they had raised their assessments of the path of interest rate increases that would likely be needed to achieve the committee's goals. Ultimately, they do think that you need to reach some very high interest rates in order to really cool down the economy. While inflation has peaked, the path to a 2% inflation rate will be long, windy and bumpy." "The Federal Reserve's current tone suggests it is committed to raising interest rates until the snake of inflation is dead." CHRIS ZACCARELLI, CHIEF INVESTMENT OFFICER, INDEPENDENT ADVISOR ALLIANCE, CHARLOTTE, NC"For the most part there's nothing to earth shattering in the Fed minutes.

Search resuls for: "George Ball"

13 mentions found