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Search resuls for: "he's bearish"


10 mentions found


☆ Legendary investor Jeremy Grantham warns the S&P is likely to crash by 30% - and could nosedive 50% if the 'wheels fall off'
  + stars: | 2023-10-06 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +4 min
The S&P 500 will likely plunge by 30%, and could be cut in half, Jeremy Grantham says. AdvertisementAdvertisementThe S&P 500 is likely to crash by 30%, and could nosedive by over 50%, Jeremy Grantham has warned. He also predicted that US house prices will slump and a recession will strike next year, and dismissed bitcoin as a con. AdvertisementAdvertisement"My guess is we will have a recession," Grantham said. The steeper mortgage rates will "drive down" house prices, Grantham said.
Persons: Jeremy Grantham, Grantham, bitcoin, —, Merryn, who's, he's Organizations: Service, Apple, Nvidia —, Consumers, Federal Reserve Locations: Grantham
☆ A portfolio manager explains why the first quarter of 2024 is the perfect storm for a stock-market pullback — and shares the 3 funds he's buying to take advantage of this year's bull rally
  + stars: | 2023-09-21 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
Goldman Sachs expects rates to hold steady again as inflation trends down and the labor market remains strong. But Raymond Bridges, the portfolio manager of the Bridges Capital ETF, an actively managed equity long-only fund, believes the overall macro outlook is still bearish. But regional banks continue to access this program every week, Bridges said. But just because he's bearish on the macro outlook doesn't mean he's not going to take advantage of short-term opportunities. His ETF, launched on May 11, is a mix of US equity-index ETFs, large-cap stocks, and cash or cash equivalents.
Persons: Goldman Sachs, Raymond Bridges, Bridges, Joseph Abate, Jerome Powell, he's bearish, Russell Organizations: Fed, Bridges Capital ETF, Barclays, Reuters, Regional Banking, Trust, BPI
☆ A fund manager beating 99% of his peers over the last 5 years explains why value is gearing up for a rebound following AI-driven mania — and shares 7 cheap stocks to bet on
  + stars: | 2023-07-13 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
A common phrase you'll hear from folks at Smead Capital Management is "fear stock market failure." He manages the Smead Value Fund (SMVLX), which has beaten 99% of similar funds over the last five-year period, and 97% over the last 10- and 15-year periods, according to Morningstar data. Value stocks to buyWithin value stocks, Smead is most bullish on the energy sector, as he believes we're in the earlier stages of a "commodities super cycle." Another area of the market Smead is bullish on right now is shopping mall real-estate investment trusts, or REITs. "Collecting a 6% dividend from them and having upside potential in a stock market that might struggle looks like a winning hand."
Persons: Bill Smead, Smead, he's, Smith Barney, Wells, Ben, we're, Stifel's Barry Bannister, millenials, it's Organizations: APA, DVN, MAC, Smead Capital Management, Morningstar, Smead Capital, Smead, Management, Occidental Petroleum, ConocoPhillips, Property Group, Simon Property Group Locations: OXY, Devon
☆ These 7 'left for dead' value stocks will outperform while the tech trade unwinds in an imminent recession, according to a fund manager who beat 99% of his peers last year
  + stars: | 2023-06-15 | by ( James Faris | ) www.businessinsider.com   time to read: +4 min
Fund manager Brian Frank explained why he's bearish on tech stocks and the economy. Here are seven stocks he's bullish on now as value makes a comeback in a recession. Value is the best bet in a weak economyConsidering how growth stocks have retaken the throne from their value counterparts this year, Frank said he's pleased with how his Frank Value Fund (FRNKX) has fared. The mid-cap fund, which Frank has single-handedly managed for nearly 19 years, has outperformed 74% of its peers in 2023, according to Morningstar. "You would think, given the economic data, defensives would trade at a premium to the market," Frank said.
Persons: Brian Frank, Frank, It's, —, he's, Morningstar, we're, that's, he's bullish Organizations: Frank Value Fund, Home, Walmart
☆ It's unclear how consumers will cope with softer job market and more debt, says economist Greg Daco
  + stars: | 2023-06-01 | 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 EmailIt's unclear how consumers will cope with softer job market and more debt, says economist Greg DacoGregory Daco, EY-Parthenon Chief Economist, joins 'Fast Money' to explain why he's bearish on the consumer in a softening economy.
Persons: Greg Daco Gregory Daco
☆ UBS' Art Cashin says this is the next key level to watch for the S&P 500
  + stars: | 2022-12-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Keep an eye on the 3,800 level as the market sell-off picks up once again and investors put their hopes on a yearend rally, UBS' Art Cashin told CNBC's " Squawk on the Street " on Thursday. "That one-two combination this morning has us down, testing a very important 3,800 level in the S & P," he said. The comments from Cashin come after Tepper, the founder of Appaloosa Management, told CNBC on Thursday that he's bearish on the stock market heading into 2023. The Dow Jones Industrial Average and S & P 500 fell more than 1% each, while the Nasdaq Composite was down more than 2% in late-morning trading. The S & P 500 traded around 3,808.
☆ Tesla shares will come under 'tremendous pressure' soon, says GLJ Research's Gordon Johnson
  + stars: | 2022-12-20 | 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 EmailTesla shares will come under 'tremendous pressure' soon, says GLJ Research's Gordon JohnsonGordon Johnson, founder and CEO of GLJ Research, joins CNBC's 'Squawk Box' to explain why he's bearish on shares of Tesla.
☆ We expect Chinese oil demand to grow next year, says Citi's Ed Morse
  + stars: | 2022-12-15 | 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 EmailWe expect Chinese oil demand to grow next year, says Citi's Ed MorseEd Morse, Citi global head of commodities research, joins 'Power Lunch' to discuss what happened with today's oil markets, if he's bearish on WTI crude and more.
☆ Greenlight's David Einhorn is crushing the market this year. Here are his top holdings
  + stars: | 2022-11-15 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Greenlight Capital's David Einhorn is in the middle of a stellar year as his inflation bets and other trades pay off. Green Brick Partners , a bet on rising housing prices, continued to be his biggest holding, a new regulatory filing showed. During the third quarter, Einhorn increased his stake in tech stock Kyndryl Holdings to $60 million. Meanwhile, the hedge fund manager added to his holding in LivaNova drastically, making the medical device company Greenlight's eighth biggest bet, the filing showed. Einhorn previously said he's bearish on equities as the Fed continues to deflate the market with aggressive rate hikes.
☆ David Einhorn says he's bearish because the Fed's 'official policy is to make the stock market go down'
  + stars: | 2022-10-20 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Greenlight Capital's David Einhorn, who is crushing the market with double-digit returns this year, is selling stocks as the Federal Reserve continues to deflate the market with aggressive rate hikes. However, higher interest rates also discourage investments and in turn crunch supply, which is most evident in the housing market. "The most glaring area might be in housing, where higher rates lead to reduced supply despite widespread shortage," Einhorn said. That compares with a 23.9% decline for the S & P 500 during the same period as the benchmark tumbled into a bear market. Further, high short-term interest rates provide competition for gold," Einhorn said.
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