DIRS.INFO The most relevant business & tech news

☆ Investors are pumping money into the Trump trade. Here's how it did last time
▼ + stars: | 2024-11-13 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

Wall Street has been pumping money into the Trump trade, but investors should be wary before committing capital based on campaign promises, if history is any indication. From Election Day 2016 through year-end, the asset class outperformed the S & P 500 by 8% on a relative basis. In fact, from Election Day 2016 through Election Day 2020, smallcaps tumbled more than 22%. Expand the timeline to one year out from Election Day, and the ETF underperformed the broader index by 11%. Energy Energy stocks are expected to get a huge boost from Trump, who made energy a focus of his presidential campaign , and promised to "drill, baby, drill."

Persons: Trump, Donald Trump's, elect's, Russell, Biden, Wells, Austin Pickle, —, smallcaps, that's, Fred Imbert Organizations: Bank, Regional Banking, Wells, Investment Institute, Trump, Wells Fargo Investment Institute, Dow Jones, . Energy Energy, Energy Locations: Wells Fargo, that's year's

☆ This real estate ETF is breaking out after going nowhere for a long time, according to the charts
▼ + stars: | 2024-07-31 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +3 min

The Real Estate Select Sector ETF (XLRE) is the worst performing sector ETF in 2024, up about 3.5% right now. The ETF is net-flat going all the way back to September '22. But, it has been the best sector ETF in July, with a monthly gain of nearly 8%. The answer is a resounding yes… if the breakout in the SPDR S & P Homebuilders ETF (XHB) to new highs is any indication. And if rates are going to keep declining, then XLRE will have a strong tailwind to potentially catch up to XHB once again.

Persons: XLRE hasn't, XLRE, XHB, Frank Cappelleri Organizations: Federal Reserve, CNBC, NBC UNIVERSAL

☆ Investing legend Rob Arnott shares 3 trades to exploit underappreciated 'asymmetries' in the market right now — and 6 cheap investments he's betting will deliver 'double-digit' annual returns over the
▼ + stars: | 2024-05-31 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

But both inflation and economic growth have upside and downside risks relative to consensus. AdvertisementOn inflation, Arnott believes it's far more likely that it surprises to the upside. AdvertisementTo take advantage of these asymmetries in the market, Arnott said that value stocks and TIPS are two investments that would perform well in a higher-inflation environment. One way investors can gain exposure to these assets is through funds like the iShares Core S&P U.S. Value ETF (IUSV), the Schwab U.S. More specifically, value stocks within both developed and emerging markets are trading in their "cheapest decile ever" compared to growth stocks, Arnott said.

Persons: —, Rob Arnott, Arnott, it's, there's, I've, I'm Organizations: Service, Treasury, Securities, Business, Research Affiliates, Federal Reserve, Value, Schwab, MLP, Funds, Equity Locations: Schwab U.S

☆ The 'broadening out' rally is real. Here's how to play it
▼ + stars: | 2023-07-25 | by ( Bob Pisani | ) www.cnbc.com time to read: +3 min

The S & P 500 is up 2.3% this month, but the market really is broadening out , and former market leaders (tech and consumer discretionary) are lagging. You might be surprised to discover that about 60 of the 100 companies in the Nasdaq 100 are not technology companies. The Nasdaq 100 includes Airbnb, Marriott, Costco, GE Healthcare, Ross Stores, and Honeywell. First Trust Nasdaq-100 Ex-Technology ( QQXT ) tracks an equal-weighted index of Nasdaq 100 stocks that excludes technology companies. The ProShares S & P Ex-Technology ETF ( SPXT ) tracks a market-cap-weighted index of U.S. large-cap stocks, excluding firms in the technology sector.

Persons: Banks, Russell, Todd Sohn, Dan Ives, Rush, Ives Organizations: Energy, Dow, Technology, Nasdaq, GE Healthcare, Ross Stores, Honeywell, There's, Trust, Ex, Microsoft, Nvidia, Thrones, Oracle, Apple, IBM, Meta, Adobe Locations: Financials, Marriott, Costco

Search resuls for: "XLRE"

4 mentions found