DIRS.INFO The most relevant business & tech news

☆ Can't make a case for a reccesion, Fed cuts could come in May, says 3Fourteen's Warren Pies
▼ + stars: | 2023-12-01 | 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 EmailCan't make a case for a reccesion, Fed cuts could come in May, says 3Fourteen's Warren PiesDavid Zervos, Jefferies chief market strategist and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell Overtime' to talk the day's market action.

Persons: Warren, David Zervos Organizations: Jefferies, 3Fourteen Research

☆ There's more path to victory with bonds over stocks, says 3Fourteen's Warren Pies
▼ + stars: | 2023-11-22 | 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 EmailThere's more path to victory with bonds over stocks, says 3Fourteen's Warren PiesWarren Pies, 3Fourteen Research, joins 'Closing Bell' to discuss oil stocks moving lower after OPEC delays its meeting.

Persons: Warren

A steepening yield curve is when the spread between long- and short-term bond yields widens. Either the long-term yield rises faster than the short-term yield - a bear steepener - or the short-term yield is falling more - a bull steepener. Bear steepenings of the benchmark two-year/10-year U.S. Treasury yield curve, when the curve is inverted, are rare. In some ways, a positive-sloping yield curve is the natural order of things. Graff reckons the bear steepening is almost over and the curve will struggle to get past -20 bps.

Persons: Warren Pies, Dario Perkins, Lombard's Perkins, Bond, Bill Gross, Goldman Sachs, Tom Graff, Graff, Jamie McGeever, Andrew Heavens Organizations: Treasury, 3Fourteen Research, TS Lombard, Federal Reserve, Reuters, Thomson Locations: ORLANDO, Florida, London reckons

☆ Investors like the high dividends and buybacks energy companies offer, but debt is starting to rise again
▼ + stars: | 2023-10-03 | by ( Brian Evans | ) www.cnbc.com time to read: +10 min

If oil prices stay high — and especially, if they breach $100 a barrel — the companies are well positioned. However, should oil prices fall and debt levels continue to rise, some companies have boxed themselves into a corner with very generous dividends and share repurchase programs. At the same time, operating cash flow has been declining. "What we're looking at is companies trying to bridge a little gap while operating cash flow is going down," said Mark Young, senior analyst at Evaluate Energy. "Since the end of 2020, operating cash flow has been able to cover all capital spending, dividend payments and share buybacks by itself.

Persons: Mark Young, Young, Conoco Phillips, Noah Barrett, Warren, Barrett, We're, Matt Smith, Smith, Jason Mountford, Brent, Goldman Sachs, Mike Wirth, Mountford, unprofitably, there's, that's Organizations: Energy, CNBC, Civitas Resources, Chevron, Exxon Mobil, Janus, Federal, Warren Pies, 3Fourteen Research, Investors, Conocophillips, Devon Energy, Exxon, Organization of Petroleum, Kplgr, Bank of America, Citigroup Locations: U.S, Wall, Saudi Arabia, Russia, Chevron

☆ Traders 'need to be overweight energy for diversification purposes', says 3Fourteen's Warren Pies
▼ + stars: | 2023-09-08 | 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 EmailTraders 'need to be overweight energy for diversification purposes', says 3Fourteen's Warren PiesWarren Pies, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk oil prices and why he thinks prices could hit triple digits.

Persons: Warren Organizations: Traders, 3Fourteen Research

☆ Watch CNBC's full interview with Fundstrat's Tom Lee and 3Fourteen's Warren Pies
▼ + stars: | 2023-09-01 | 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 Fundstrat's Tom Lee and 3Fourteen's Warren PiesTom Lee, Fundstrat Global Advisors co-founder, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell' to discuss the shaky start to September and their market expectations.

Persons: Fundstrat's Tom Lee, 3Fourteen's Warren, Tom Lee, Warren Organizations: Fundstrat Global Advisors, 3Fourteen Research

☆ Investors aren't being paid to bet on a soft landing, says 3Fourteen's Warren Pies
▼ + stars: | 2023-09-01 | 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 EmailInvestors aren't being paid to bet on a soft landing, says 3Fourteen's Warren PiesTom Lee, Fundstrat Global Advisors co-founder, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell' to discuss the shaky start to September and their market expectations.

Persons: Warren, Tom Lee Organizations: Fundstrat Global Advisors, 3Fourteen Research

☆ 'Nvidia is priced for a good decade, not just a good year', says 3Fourteen's Fernando Vidal
▼ + stars: | 2023-08-22 | 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 Email'Nvidia is priced for a good decade, not just a good year', says 3Fourteen's Fernando VidalFernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to discuss why he believes Nvidia is overvalued.

Persons: 3Fourteen's Fernando Vidal Fernando Vidal Organizations: Nvidia, 3Fourteen Research

☆ 3Fourteen's Warren Pies says long bonds look like least attractive assets in this environment
▼ + stars: | 2023-07-28 | 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 Email3Fourteen's Warren Pies says long bonds look like least attractive assets in this environmentWarren Pies, 3Fourteen Research Co-Founder and Charlie Bobrinskoy, Ariel Head of Investment Group, joins 'Closing Bell: Overtime' to discuss markets, bonds and inflation.

Persons: Warren Pies, Warren, Charlie Bobrinskoy, Ariel Organizations: 3Fourteen Research, of Investment Group

☆ Watch CNBC’s full interview with 3Fourteen's Warren Pies and Ariel's Charlie Bobrinskoy
▼ + stars: | 2023-07-28 | 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 3Fourteen's Warren Pies and Ariel's Charlie BobrinskoyWarren Pies, 3fourteen Research Co-Founder and Charlie Bobrinskoy, Ariel Head of Investment Group, joins 'Closing Bell: Overtime' to discuss markets, bonds and inflation.

Persons: 3Fourteen's Warren, Charlie Bobrinskoy Warren, Charlie Bobrinskoy, Ariel Organizations: 3fourteen Research, of Investment Group

☆ Annandale's George Seay says he'd invest capital in these three sectors
▼ + stars: | 2023-06-08 | 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 EmailAnnandale's George Seay says he'd invest capital in these three sectorsWarren Pies, 3fourteen Research Co-Founder and George Seay, Annandale Capital Founder, join 'Closing Bell: Overtime' to discuss recession likelihood and market outlook.

Persons: George Seay Organizations: Warren, 3fourteen Research, Annandale Capital Locations: Annandale

☆ Watch CNBC’s full interview with 3fourteen's Warren Pies and Annandale's George Seay
▼ + stars: | 2023-06-08 | 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 3fourteen's Warren Pies and Annandale's George SeayWarren Pies, 3fourteen Research Co-Founder and George Seay, Annandale Capital Founder, join 'Closing Bell: Overtime' to discuss recession likelihood and market outlook.

Persons: 3fourteen's Warren, Annandale's George Seay Warren, George Seay Organizations: 3fourteen Research, Annandale Capital Locations: Annandale

☆ Watch CNBC's full interview with David Lefkowitz and Warren Pies
▼ + stars: | 2023-06-02 | 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 David Lefkowitz and Warren PiesDavid Lefkowitz, UBS Wealth Management, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell Overtime' to discuss today's market rally, the state of the U.S. economy, and the bond market.

Persons: David Lefkowitz, Warren Pies David Lefkowitz, Warren Organizations: UBS Wealth Management, 3Fourteen Research Locations: U.S

☆ The big recession trade is getting priced out of the market, says 3Fourteen's Warren Pies
▼ + stars: | 2023-06-02 | 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 EmailThe big recession trade is getting priced out of the market, says 3Fourteen's Warren PiesDavid Lefkowitz, UBS Wealth Management, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell Overtime' to discuss today's market rally, the state of the U.S. economy, and the bond market.

Persons: Warren Pies David Lefkowitz, Warren Organizations: UBS Wealth Management, 3Fourteen Research Locations: U.S

☆ OPEC+ cut is a buying opportunity for investors, says 3fourteen's Warren Pies
▼ + stars: | 2023-04-03 | 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 EmailOPEC+ cut is a buying opportunity for investors, says 3fourteen's Warren PiesWarren Pies, 3Fourteen Research co-founder, joins 'Closing Bell: Overtime' to discuss oil stocks as the sector sees its best day in nearly a year.

☆ Explaining the relative calm of the stock market as the Fed hikes rates into a mini-financial panic
▼ + stars: | 2023-03-25 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

.SPX 1Y mountain S & P 500, 1-year So, are equities under-reacting to a badly contorted bond market, a potentially trapped Fed and faltering economy? This has allowed the S & P 500 excluding financials and real estate to outperform the headline index by a couple percentage points year to date. Microsoft alone has added some $240 billion in market value since that date, more than the entire market cap of the S & P 500 regional-banks sub sector. Only about 60% of the S & P 500 members are positive over the past six months even as the index is up 7.5%, a loss of internal energy. The flash S & P Global U.S. Composite PMI for March, reported Friday, was up to 53.3 from 50.1 the prior month and above the 49.5 forecast, a reading S & P says is consistent with around a 2% real GDP pace.

☆ Bond market is sending 'distress signals': 3Fourteen Research's Warren Pies
▼ + stars: | 2023-03-24 | 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 EmailBond market is sending 'distress signals': 3Fourteen Research's Warren PiesWarren Pies, 3Fourteen Research, and Gunjan Banerji, WSJ, join 'Closing Bell' to discuss Friday's market performance, Pies' thoughts on recent bond market action and more.

☆ Watch CNBC’s full interview with Crossmark’s Bob Doll and 3Fourteen Research’s Warren Pies
▼ + stars: | 2023-03-17 | 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 EmailWatch CNBC’s full interview with Crossmark’s Bob Doll and 3Fourteen Research’s Warren PiesCrossmark’s Bob Doll and 3Fourteen’s Warren Pies, joins 'Closing Bell: Overtime' to discuss this weeks top sectors and what to expect next week with an upcoming Fed meeting.

☆ Trim up on tech, says 3Fourteen Research’s Warren Pies
▼ + stars: | 2023-03-17 | 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 EmailTrim up on tech, says 3Fourteen Research’s Warren PiesCrossmark’s Bob Doll and 3Fourteen Research’s Warren Pies, join 'Closing Bell: Overtime' to discuss this week's top sectors and what to expect next week after the Fed meeting.

☆ A soft landing depends more on mortgages, says 3Fourteen Research's Warren Pies
▼ + stars: | 2023-03-01 | 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 EmailA soft landing depends more on mortgages, says 3Fourteen Research's Warren PiesWarren Pies, 3Fourteen Research co-founder, joins 'Closing Bell: Overtime' to discuss the housing market and how it impacts the economy.

☆ Who is right? Bulls and bears each have reliable indicators backing them in this confusing market
▼ + stars: | 2023-02-11 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

Those heralding a new bull market underway in stocks have some historically undefeated statistical signals propelling their call. Sure, the S & P 500 's 50-day moving average crossed above its 200-day, a positive though not flawless input. After each of the five prior times, the S & P was up three, six, 12 and 24 months later. Here he shows the difference in S & P 500 performance after the S & P 500 pushes above its 200-day average based on whether the Fed is easing policy or not. Valuations and higher bond yields keep Citi from believing there is much upside to the S & P 500 from here, but this could mean fundamental support is no longer eroding quickly.

☆ Don't fight the Fed, says 3Fourteen's Warren Pies
▼ + stars: | 2023-02-10 | 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 EmailDon't fight the Fed, says 3Fourteen's Warren PiesWarren Pies of 3Fourteen Research joins 'Power Lunch' to discuss a false buy signal he believes is flashing that could set investors up for trouble.

☆ Watch CNBC's full interview with 3Fourteen's Warren Pies
▼ + stars: | 2023-02-10 | 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 3Fourteen's Warren PiesWarren Pies of 3Fourteen Research joins 'Power Lunch' to discuss a false buy signal he believes is flashing that could set investors up for trouble.

☆ Fed's soft landing remains possible, says 3Fourteen Research's Warren Pies
▼ + stars: | 2023-01-30 | 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 EmailFed's soft landing remains possible, says 3Fourteen Research's Warren PiesWarren Pies, Strategist at 3Fourteen Research, joins 'Closing Bell' to discuss this months market action, fixed income over stocks, and two factors that could trigger a soft landing.

☆ 3Fourteen Research's Warren Pies expects a recession in the second half of the year
▼ + stars: | 2023-01-19 | 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 Email3Fourteen Research's Warren Pies expects a recession in the second half of the yearWarren Pies, 3Fourteen Research co-founder, joins 'Power Lunch' to discuss the relationship between two-year Treasury yields and the Fed funds rate, reaching the Fed's monetary policy target and the historical cadence of a Fed cycle.

Search resuls for: "3fourteen Research"

25 mentions found