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☆ Bolster your portfolio for any Election Day outcome
▼ + stars: | 2024-11-05 | by ( Michelle Fox | ) www.cnbc.com time to read: +7 min

With Election Day underway, income investors should soon find out how their portfolio may — or may not — be affected by the outcome. Harris has said she wants to boost the corporate tax rate to 28% and increase the top rate for long-term capital gains to 28% for those making more than $1 million. That means that those who are buying AMT bonds but not paying AMT are getting free income, he said. Lastly, a higher corporate tax rate could also spur banks and insurance companies to return to the muni market. The companies owned a lot of municipal bonds when the tax rate was 35% and many bought more corporate bonds when the tax rate fell to 21%, Brandon said.

Persons: Colleen Cunniffe, Donald Trump, Kamala Harris, Collin Martin, Martin, Trump, Harris, Dan Close, Craig Brandon, Brandon, Andrzej Skiba, Skiba, Schwab's Martin, Cunniffe, Cunniff, Darla Mercado Organizations: Vanguard, Wells Fargo Institute, Schwab Center, Financial Research, US, Treasury, —, munis, Morgan Stanley Investment Management, Investors, Trump, RBC Global, Management, Federal Reserve Locations: China, Nuveen, U.S

☆ Meta is 'net winner' on AI spending, says outperforming fund manager who previously sold the stock
▼ + stars: | 2024-11-04 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

An outperforming fund manager who previously sold Meta Platforms shares over concerns about the company's virtual reality investments is now bullish on the technology giant's artificial intelligence strategy. This optimistic stance marks a significant shift for Yiu, who revealed that his fund had previously sold out of Meta Platform shares two years ago due to concerns about the company's virtual reality investments. Meta's Reality Labs division, home to the company's virtual reality technologies and projects, took on $13.72 billion in losses in 2022 before Zuckerberg pivoted strategy. Meta is among the top 10 holdings in Yiu's Blue Whale Growth Fund, which itself is up 16.6% in 2024. Yiu's endorsement comes as Meta faces scrutiny over its ambitious AI spending plans, prompting mixed reactions from Wall Street analysts.

Persons: Stephen Yiu, Yiu, CNBC's, Metaverse, Zuckerberg, Meta, Benjamin Black, Black, Nat Schindler, Morningstar, Morningstar's Malik Ahmed Khan, Michael Bloom, Jonathan Vanian, Ari Levy Organizations: Blue, Growth, Meta, Nvidia, Labs, Wall Street, Deutsche Bank

☆ Presidential election offers opportunities — and risks — for ETF investors, experts say
▼ + stars: | 2024-11-04 | by ( Jessica Dickler | ) www.cnbc.com time to read: +3 min

Bloomberg | Bloomberg | Getty ImagesRegardless of the outcome of the U.S. presidential election, there could be some clear winners for exchange-traded funds, or ETFs, experts say. Potential winners and losersIn the months ahead, some ETFs or funds could outperform depending on the election outlook. Exchange-traded funds have steadily gained popularity among investors, with ETF assets crossing the $10 trillion mark in September — a trend experts say is largely due to advantages like lower tax bills and fees relative to mutual funds. Exchange-traded funds are generally known for passive strategies, but there has also been a surge in actively managed ETFs, with the goal of beating the performance of broader markets. watch nowHowever, most financial advisors caution against making hasty changes to your investment portfolio based on the outcome of this election.

Persons: Donald Trump, Kamala Harris —, Kim Wallace, Anu Ganti, Dow, Kristina Hooper, Harris, Invesco's Hooper, Hooper, Trump, Biden, 22V's Wallace, Wallace Organizations: Bloomberg, Getty, U.S, Democratic, ETF.com, Dow Jones Indices, Big Tech, Trump, Congress, Exchange, Federal Locations: Washington, U.S, —

☆ We would expect markets continue to gain in the event of a Trump victory: RBC Wealth Management
▼ + stars: | 2024-10-31 | 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 would expect markets continue to gain in the event of a Trump victory: RBC Wealth ManagementFrederique Carrier, head of investment strategy at RBC Wealth Management, discusses the impact of the upcoming U.S. election on markets.

Organizations: RBC Wealth Management

Define your real estate goalsWhat are you looking to gain from real estate investing, and what risks are you willing to take? REITs (real estate investment trusts)One of the best ways to start investing in real estate as a beginner is with a real estate investment trust (REIT). Real estate limited partnershipsA real estate limited partnership (RELP) provides investors with a diversified portfolio of real estate investment opportunities. Other notable real estate books worth checking out include:"The Warren Buffet Way" By Robert G. Hagstrom"The Real Estate Investor's Guide to Flipping Houses" By J. Scott"The Intelligent Investor" By Benjamin GrahamLocal real estate investment clubsConnecting with local real estate investment enthusiasts can be a great way to engage with the real estate community and expand your knowledge. FAQs about real estate investing for beginnersHow much money do I need to start investing in real estate?

Persons: Dana Bull, Chad Carson, CoachCarson.com, Equity REITs, Richard Ratner, Ratner, Bull, —, Brandon Turner, Insider's, Robert G, Scott, Benjamin Graham Organizations: Dana Bull Real Estate Consulting, Equity, Publicly, Bel Air Investment Advisors, Property, Resources, Beginners, Benjamin Graham Local Locations: Chevron, REITs

☆ A real-estate investor says he's cracked the code to producing 'at least $1,000 of positive cash flow every month,' but his rent-by-the-room strategy isn't for everyone
▼ + stars: | 2024-10-29 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +5 min

Peter Keane-Rivera owns single-family homes that he rents by the room to maximize cash flow. He's shopping around for a third home, as his rent-by-the-room strategy has generated healthy cash flow. Advertisement"I know how to upgrade properties to make them produce at least $1,000 of positive cash flow every month," said Keane-Rivera. Renting by the room is more hands-on and not for everyone, but can create more cash flow and lower your overall risk. "You diversify your cash flow by having four tenants under one roof instead of one," said Keane-Rivera.

Persons: Peter Keane, Rivera, —, " Keane, Keane, I'd, it's Organizations: Service, Business, Facebook Locations: Seattle, Roomster

☆ The economy seems to be firing on all cylinders — but a veteran JPMorgan strategy chief says one underappreciated risk could cause a serious global slowdown
▼ + stars: | 2024-10-29 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Corporate earnings growth, productivity growth, and business fixed investment all seem to be headed in the right direction as well. Related storiesThese signals have given David Kelly, JPMAM's chief global market strategist, great confidence. Such tariffs would cause "seismic shocks to the US economy," Tom Orlik, the chief economist at Bloomberg Economics, said earlier this month. Charles Schwab global investment strategy chief Jeffrey Kleintop cited tariffs as a top risk back in June. "But oddly enough, the global economy bounced back anyway.

Persons: David Kelly, —, JPMAM, Kelly, Donald Trump who's, Tom Orlik, Charles Schwab, Jeffrey Kleintop, I'd Organizations: JPMorgan Asset Management, Service, Asset Management, Federal Reserve, Bloomberg Economics, Peterson

☆ Rate cuts isn't really a situation where ECB needs to rush, strategist says
▼ + stars: | 2024-10-24 | 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 EmailRate cuts isn't really a situation where ECB needs to rush, strategist saysGuillaume Menuet, EMEA head of investment strategy and economics at Citi Wealth, weighs in on the European Central Bank's future path for interest rates.

Persons: Guillaume Menuet Organizations: Citi Wealth, Central

☆ China cuts benchmark lending rates by 25 basis points
▼ + stars: | 2024-10-21 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com time to read: +2 min

China on Monday lowered its main benchmark lending rates by 25 basis points at the monthly fixing. The one-year loan prime rate (LPR) has been cut to 3.1%, while the five-year LPR has been trimmed to 3.6%, the People's Bank of China (PBOC) said. The one-year LPR influences corporate loans and most household loans in China, while the five-year LPR serves as a benchmark for mortgage rates. China's central bank governor Pan Gongsheng had indicated on Friday during a forum held in Beijing that the loan prime benchmark rates would be lowered by 20 to 25 basis points. The seven-day reverse repurchase rate will be cut by 20 basis points, while the medium-term lending facility rate will be lowered by 30 basis points, Pan also highlighted.

Persons: LPR, Pan Gongsheng, Pan, Shane Oliver, Zhiwei Zhang, — CNBC's Evelyn Cheng Organizations: People's Bank of China, AMP Locations: China, Beijing

☆ Crypto and meme stock boosters aren’t doing ‘Trump trades’ — they’re just doing trades
▼ + stars: | 2024-10-17 | by ( Allison Morrow | ) edition.cnn.com time to read: +5 min

New York CNN —The bitcoin bulls and meme stock traders are fired up about the prospect of another Donald Trump White House. At the same time, shares of Trump Media were bouncing back from Tuesday’s mysterious 10% drop and resuming their meme-stock-esque tendency to rise without any fundamental reason to do so. What do the two assets, a digital currency and a media stock, have in common? Crypto traders are amped because of the Republican nominee’s apparent 180 on the asset class he once dismissed as a scam. Bottom line: Both bitcoin and Trump Media could become even more volatile over the next few weeks as more traders pile in.

Persons: CNN Business ’, Donald Trump, Kamala Harris ’, Harris, Trump, CNN’s, ”, Steph, “, Adrian Fritz, It’s, ” Fritz, it’s, Al Root, Root, Fritz, “ It’s Organizations: CNN Business, New York CNN, Donald Trump White House, Trump Media, Trump, Liberty Financial, hyperdrive, Harris ’, ” Trump Media, Apple Locations: New York, ”, Central

☆ Dow futures are little changed after blue-chip average closes at all-time high: Live updates
▼ + stars: | 2024-10-17 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Dow Jones Industrial Average futures sat near flat Thursday night after the blue-chip average finished the preceding session at a record closing level. S&P 500 futures and Nasdaq 100 futures were rose 0.1% and 0.2%, respectively. Those moves come after a rally in Travelers propelled the Dow to finish Thursday at an all-time closing high. The broad S&P 500 inched lower despite notching a fresh intraday high during the session, while the technology-heavy Nasdaq Composite concluded modestly higher. That would mark the longest weekly winning streaks in 2024 for both the Dow and S&P 500.

Persons: Dow, They'll, Raphael Bostic, Neel Kashkari, Liz Young Thomas Organizations: Dow Jones Industrial, Nasdaq, Netflix, Travelers, Dow, Atlanta Federal Reserve, Minneapolis Fed, American Express, Procter, Gamble

☆ These 4 unflashy mid-cap stocks are on track to be tomorrow's mega-caps, according to one $3.2 billion fund manager
▼ + stars: | 2024-10-17 | by ( Christine Ji | ) www.businessinsider.com time to read: +3 min

Mid-cap stocks offer quality and significant upside, says Keith, a PM at Parnassus Investments. Keith shares 4 mid-cap stocks dominating their industries and on track to be tomorrow's mega-caps. The Magnificent Seven have incredibly high market caps now, but they were small- and mid-sized companies before they were market behemoths. That's why Lori Keith, director of research and portfolio manager at Parnassus Investments, is such a big fan of mid-cap stocks. AdvertisementBelow, she shares 4 mid-cap companies with strong long-term growth prospects and the potential to become market dominants.

Persons: Lori Keith, there's, Keith, —, Warren Buffett, Keith's Organizations: Parnassus Investments, Service, Nvidia, Fund

☆ Rates won't be cut at an aggressive pace — here's how to position, according to strategists
▼ + stars: | 2024-10-16 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

U.S. interest rate cuts are unlikely to move at an aggressive pace, say market watchers. The Fed kicked off its easing cycle with a jumbo 50 basis-point rate cut in September — but subsequent ones will be milder, they said. They highlighted the better-than-expected September jobs report, renewed worries around inflation, rising yields and an economy that's still relatively strong. How to position In that scenario — and with inflation expected to continue being sticky, it's important that investors still have exposure to commodities, said Landsberg. Christopher of Wells Fargo said if interest rates moderate and earnings are stronger than expected, market performance will broaden out further.

Persons: —, Paul Christopher, CNBC's, Adam Coons, Michael Landsberg, Landsberg Bennett, Landsberg, Christopher, Wells Fargo, Luis Alvarado, Alvarado Organizations: Fed, Wells, Wells Fargo Investment Institute, Winthrop Capital Management, Wealth Management Locations: Wells Fargo, U.S

☆ Investor sentiment starting to enter into frothy territory with so much going well for stock market
▼ + stars: | 2024-10-16 | by ( Bob Pisani | ) www.cnbc.com time to read: +6 min

Fully 90% expect a "soft landing," or "no landing" at all (i.e. That's not the case here: the Fed is cutting rates going into, at worst, a soft landing, which is very unusual. The S & P 500 was up 2.0% in September and is higher by 0.9% so far in October. Historically, the S & P tends to rise beginning in the last week of October and through November and December. Goldman Sachs noted that, since 1928, the median S & P 500 return from October 15 to December 31 has been 5.17%.

Persons: That's, Alicia Levine, BNY, Goldman Sachs, Goldman, buybacks, Stocks, there's, AAII, BofA Organizations: America, Trump, Bank of America Global Fund, Survey, Fed, buybacks, American Association of Locations: U.S, frothy

☆ Calamos CEO on the market, alternative investing and his investment strategy
▼ + stars: | 2024-10-15 | 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 EmailCalamos CEO on the market, alternative investing and his investment strategyJohn Koudounis, Calamos Investments president and CEO, joins 'Closing Bell' to discuss the markets, alternative investing and the company's investing strategy.

Persons: John Koudounis Organizations: Calamos Investments

☆ Why a 'no landing' scenario may take place after all
▼ + stars: | 2024-10-15 | by ( Sean Conlon | ) www.cnbc.com time to read: +2 min

A soft landing occurs when economic growth slows just enough to bring down inflation below the Federal Reserve's 2% target without tipping the economy into a recession. She thinks the economy is experiencing a no-landing scenario as it continues to expand without slowing down. "So far, clearly bank earnings are coming in better than expected, both top line and bottom line. "The other thing that that's showing [is] that our call for the 'no landing' is actually playing out." It's not just bank earnings that point to solid economic growth.

Persons: BNY Wealth's Alicia Levine, Levine, It's, Peter Perkins Organizations: JPMorgan Chase, Bank of America, U.S, MRB Partners Locations: U.S, Wells Fargo

☆ BNY Wealth’s Alicia Levine on new 5,900 S&P 500 year-end target
▼ + stars: | 2024-10-15 | 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 EmailBNY Wealth’s Alicia Levine on new 5,900 S&P 500 year-end targetAlicia Levine, BNY Wealth head of investment strategy, joins 'Squawk Box' to discuss the latest market trends, state of the economy, BNY's new S&P 500 year-end target, and more.

Persons: Alicia Levine, BNY

☆ Collapse risks loom as markets are the most fragile they've been in 20 years, 'Black Swan' author Nassim Taleb says
▼ + stars: | 2024-10-14 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +4 min

"The Black Swan" author Nassim Taleb says he's focused on hedging against a market collapse. He said the market is flashing parallels to prior crashes, noting that it is the most fragile in 20 years. He pointed to risks like high debt levels and "crazy" stock prices in an interview with Bloomberg. Nassim Taleb, author of "The Black Swan," the famed treatise on the risks related to improbable events, aired concerns over the state of the market in a recent interview with Bloomberg. Universa Investments is technically "market blind," Taleb said, as the firm employs an investment strategy that disregards short-term market forecasts.

Persons: Swan, Nassim Taleb, he's, —, Taleb, Mark Spitznagel Organizations: Bloomberg, Service, Universa

☆ China to increase debt issuance in bid to revive economy
▼ + stars: | 2024-10-12 | by ( Rebecca Rommen | ) www.businessinsider.com time to read: +2 min

China plans to increase debt issuance to boost its economy. It announced plans for a new fiscal stimulus package on Saturday. AdvertisementChina has announced plans to ramp up government debt issuance in a bid to boost its economy. "We will increase support for local governments in resolving government debt risks, increase debt limits on a larger scale, and support local governments in resolving hidden debts," he said. Chinese equities rallied in September on the back of a series of easing measures announced by Beijing aimed at stimulating growth.

Persons: —, Lan Fo'an, Fo'an, Huang Yan Organizations: Service, China, Asia Investment, CSI, Shanghai QiuYang, Reuters Locations: China, Beijing, Asia

☆ Japan's small and mid-size firms stand to benefit from economic policy, reforms: Neuberger Berman
▼ + stars: | 2024-10-11 | 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 EmailJapan's small and mid-size firms stand to benefit from economic policy, reforms: Neuberger BermanKei Okamura, portfolio manager at Neuberger Berman, discusses the impact of Prime Minister Shigeru Ishiba administration will have on Japan's economic policies as well as Warren Buffett's investment strategy in the country.

Persons: Neuberger Berman Kei Okamura, Neuberger Berman, Shigeru Ishiba, Warren

☆ Chinese market volatility is here to stay, strategist says
▼ + stars: | 2024-10-09 | 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 EmailChinese market volatility is here to stay, strategist saysTim Edwards, global head of index investment strategy at S&P Dow Jones Indices, discusses volatility in China and valuation trends.

Persons: Tim Edwards, Dow Organizations: Dow Jones Locations: China

☆ Kotak Mahindra AMC: Positive Indian auto and industrial stocks over the long term
▼ + stars: | 2024-10-09 | 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 EmailKotak Mahindra AMC: Positive Indian auto and industrial stocks over the long termHarsha Upadhyaya from Kotak Mahindra AMC discusses investment strategy across various sectors of the Indian market and adds that the overall growth during the Indian festive season would be crucial for the upcoming financial year.

Persons: Harsha Upadhyaya Organizations: Kotak Mahindra AMC

☆ Less than half of Americans believe they're on track for retirement. Here's how to know and what to do if you're not.
▼ + stars: | 2024-10-09 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

A divide exists about reaching financial goals between confident and uncertain savers. Inflation and market volatility are major obstacles to achieving retirement savings goals. AdvertisementThere's a divide in America between the savers and investors who feel confident they're on track to achieve their financial goals and those who think they're not. Respondents cited inflation as the biggest obstacle to reaching retirement goals, followed by stock-market volatility, expenses, credit card debt, and child education. For example, if you're 35 with an income of $100,000, you should have between $100,000 to $200,000 set aside for retirement.

Persons: —, Rob Williams, Charles Schwab, boomer, Gen, Williams, you've, there's Organizations: Service, Schwab Center, Financial Research Locations: America

☆ Here's how to invest in the Q3 earnings season as profits re-accelerate despite misplaced recession myths
▼ + stars: | 2024-10-06 | by ( James Faris | ) www.businessinsider.com time to read: +9 min

AdvertisementCorporate earnings are on pace for their best non-pandemic year since 2018, and market strategists expect the party to continue in the upcoming earnings season and into 2025. "There's not always a one-for-one relationship between economic growth and earnings growth," Reynolds said. "You can still see earnings growth at a pretty robust level, even if economic growth moderates to some extent. "That could be a little bit of a headwind for the market," Saglimbene said. That's a normal earnings growth kind of environment, and I think that's enough to continue to push the market higher."

Persons: —, Mike Reynolds, Anthony Saglimbene, He's, Saglimbene, Joe Quinlan — who's, Bank of America —, Quinlan, Reynolds, it's, Andrew Slimmon, Jim Baird, Plante, Michael Smith, Smith, There's, Slimmon, he's Organizations: Service, Business, Ameriprise, Merrill, Private Bank, Bank of America, Morgan Stanley Investment Management, Financial, Allspring Global Investments, Bears Locations: what's

☆ Friday's jobs report is not a 'game changer' but recession risk is low, says Wilmington Trust's Shue
▼ + stars: | 2024-10-04 | 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 EmailFriday's jobs report is not a 'game changer' but recession risk is low, says Wilmington Trust's ShueMeghan Shue, Wilmington Trust head of investment strategy, joins 'Money Movers' to discuss the overall market reaction to Friday's jobs report, if the likelihood of recession is lower following the day's economic data, and more.

Persons: Wilmington Trust's Shue Meghan Shue Organizations: Wilmington Trust Locations: Wilmington

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