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☆ Bitcoin's record-breaking run could postpone Fed rate cuts, JPMorgan says
▼ + stars: | 2024-03-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +2 min

The soaring price of bitcoin could delay the Federal Reserve's plans to cut interest rates, according to JPMorgan. The bank said signs of froth in risk assets like bitcoin could lead to higher for longer interest rates. AdvertisementThe record rally in bitcoin could lead the Federal Reserve to delay its planned interest rate cuts later this year, according to JPMorgan. That froth could ultimately drive the Fed to hold off on its planned interest rate cuts, which are often stimulative for risk assets, as it could unleash another round of inflation. "This may keep monetary policy higher for longer, as premature rate cutting risks further inflating asset prices or causing another leg up in inflation," Kolanovic said.

Persons: Marko Kolanovic, Kolanovic, Christopher Waller Organizations: JPMorgan, Federal Reserve Locations: bitcoin

☆ This stock market is 'toppy' — not bubbly — and there is a very big difference
▼ + stars: | 2024-03-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

"This is not bubbly, it's toppy and there's a very big difference," Jim Cramer said. For the uninitiated, "toppy" is financial slang for a stock market that climbs to new highs and then falls back. Toppy, toppy, toppy." The energy, consumer staples, utilities, and financial sectors were positive despite the weak market action. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, we've, Nordstrom, Crowdstrike, Locker, Jim Cramer's, Jim, David Paul Morris Organizations: CNBC, Ross Stores, Jim Cramer's Charitable, Bloomberg, Getty

☆ AI investor on why Nvidia's valuation isn't crazy and his top picks in the space
▼ + stars: | 2024-03-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Zehrid Osmani, a portfolio manager at Martin Currie, a Europe-based affiliate of Franklin Templeton, is one such investor. Osmani told CNBC that he sees "potential risk of froth" in the AI trade as a whole, but not for Nvidia. "Unlike the basket of AI [stocks] that has seen multiple expansion, Nvidia has actually seen multiple contraction. Nvidia's price-to-earnings ratio, using the projections for the next 12 months, is 32.4, according to FactSet. So there will be a critical element of needing to channel more spend toward AI for a corporate," Osmani said.

Persons: Zehrid, Martin Currie, Franklin Templeton, Osmani Organizations: Nvidia, CNBC, Microsoft Locations: Europe, Great Britain, OpenAI

☆ A risky options trade to navigate Nvidia's highly anticipated earnings report
▼ + stars: | 2024-02-20 | by ( Michael Khouw | ) www.cnbc.com time to read: +4 min

I would argue that, as goes Nvidia, so goes the stock market. As far as the options market is concerned, it's a pretty big coin. We are short shorter-dated options and long longer-dated options, seeking to find a way to sell high options premiums. In our case, the trade looks something like this: You can see, this isn't a cheap trade. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.

Persons: —, Carter Braxton Worth, It's Organizations: Nvidia, eBay, CNBC, ~$ Locations: trillions

☆ Jim Cramer says Tuesday's sell off was based on 'bad judgment'
▼ + stars: | 2024-02-13 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer said Tuesday's sell-off was a result of poor judgment on the part of shareholders. "The market won't bottom all at once — there will be some stocks that will bottom tomorrow — but I think this is a sell-off based on bad judgment, not bad earnings or a bad business environment," he said. Other bullish investors stirred up market froth, buying up many tech companies with unclear business plans, he said. In theory, Cramer said investors would be wise to sell some stock here and then buy it back at lower levels, but admitted that that plan is difficult to execute in practice. "The market can't advance on froth without terrible consequences," he said.

Persons: CNBC's Jim Cramer, Tuesday's, offsides, who'll, Cramer Organizations: Dow Jones Industrial, Nasdaq, Federal Reserve

☆ Arm is an extreme example of 'froth' in this market, says Jim Cramer
▼ + stars: | 2024-02-13 | by ( Jim Cramer | ) 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 EmailArm is an extreme example of 'froth' in this market, says Jim Cramer'Mad Money' host Jim Cramer talks today's market sell-off and how investors should be positioning themselves.

Persons: Jim Cramer

☆ Despite weeks of gains, Cramer doesn't see a market-wide decline soon
▼ + stars: | 2024-02-12 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Monday said he doesn't see a market decline coming soon. After weeks of huge gains for the major indexes, Cramer said this momentum may last longer than some think, and sellers aren't eager to get out just yet. "Without huge chunks of selling, we aren't gonna have that decline," he said. To Cramer, Nvidia stock has hit levels higher than many may have thought possible. "Who wants to walk away from a hot hand, a hot table, a hot dealer and go buy that cashmere sweater I always talk about?"

Persons: CNBC's Jim Cramer, Cramer, haven't, Airbnb, he's Organizations: Nvidia

☆ Party Like ‘Saltburn’ — Bathwater Optional
▼ + stars: | 2024-01-29 | by ( Madison Malone Kircher | Amir Hamja | ) www.nytimes.com time to read: +1 min

The theme of the night was the movie “Saltburn,” which, based on the number of attendees who arrived dressed in costume, is quickly garnering cult status. It was like hopping in a time machine to 2007. The same tone set the mood for the evening’s festivities. There were “bathwater” cocktails — made with pineapple juice, rum and coconut milk for extra, soapy froth — for sale at the bar. (The drink tasted fine, even if its inspiration, a scene in the film where Barry Keoghan laps up Jacob Elordi’s leftover bathwater, is perhaps less than appetizing.)

Persons: partygoers, Fergie, Justin Timberlake, Sophie Ellis, Bextor, —, Barry Keoghan, Jacob Elordi’s Organizations: Veronicas Locations: East Williamsburg, Brooklyn, ”

FRANKFURT, Germany (AP) — European Central Bank President Christine Lagarde will likely push back Thursday against expectations for quick interest rate cuts even as Europe's economy sputters and financial markets froth in hopes of cheaper credit that would boost business activity and stock prices. Lagarde has cautioned that the bank will make decisions based on the latest figures about the economy's health rather than making longer-term promises. Fed Chair Jerome Powell said officials discussed prospects for rate cuts at the bank's December meeting, and the U.S. central bank has indicated it would cut its key interest rate three times this year. Rate cuts make riskier investments like stocks more attractive than safer bets like money market accounts and certificates of deposit. Expectations for rate cuts have been fueled by the rapid drop of inflation in Europe to 2.9% in December from the peak of 10.6% in October 2022.

Persons: Christine Lagarde, Lagarde, Jerome Powell, “ Lagarde, Yemen's Houthi Organizations: Central Bank, ECB, U.S . Federal Reserve, Union Locations: FRANKFURT, Germany, Frankfurt, U.S, Europe, Ukraine, Berenberg, Suez, Africa

☆ It's been 2 years since the Nasdaq hit a record and it's gone nowhere since
▼ + stars: | 2023-11-18 | by ( Michael Santoli | ) www.cnbc.com time to read: +7 min

The loudest investor chatter for months has insisted the heavyweights of the Nasdaq have been everything to the market in 2023. Sunday is the second anniversary of the all-time closing high in both the Nasdaq Composite and Nasdaq 100 indexes, which remain 12% and 4 % underwater even after their monster gains in recent months. It's relatively rare for the Nasdaq 100 – the most easily investable part of the Nasdaq and the one most reflective of the mega-cap dominance – to enter a two-year downturn. Only three of the Big Seven have outperformed the Nasdaq 100 over the past two years – Apple, Nvidia and Microsoft — while Meta Platforms has kept pace and Amazon, Alphabet and Tesla have lagged. Friday showed signs of outright rotation, the Russell 2000 up 1.3% versus a flat Nasdaq 100.

Persons: Invesco, Scott Chronert, we've, I've, –, Chronert, Apple's, What's, Berkshire Hathaway, Tony Pasquariello, Goldman Sachs, Russell, disinflation Organizations: Nasdaq, Sunday, QQQ, Citi, Apple, Nvidia, Microsoft, Meta, Berkshire, Fed Locations: lockstep, Berkshire, Whereto

☆ Stocks ripped higher Tuesday on new inflation data. Here's why we were sellers
▼ + stars: | 2023-11-14 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Stocks rallied hard on Tuesday after new inflation data signaled a possible end to the Federal Reserve's rate-hiking campaign. The Dow Jones Industrial Average jumped nearly 500 points after the closely watched consumer price index (CPI) reading for October came in flat, softer than economists' estimate of 0.1% growth month over month. Wall Street took the news as a sign that inflation was coming down enough for the central bank to stop raising interest rates. Barring a surprise rebound in inflation, rates seem to have peaked and the "soft landing" for the economy is still in play. We like to buy stocks when the market is oversold, and sell stocks when there is too much buying.

Persons: Stocks, It's, Jim Cramer's, Jim Cramer, Jim Organizations: Dow Jones Industrial, Wall, CPI, Jim Cramer's Charitable, CNBC, Xinhua News Agency, Getty Locations: Foster City , California, United States

Regulators have so far not mandated any minimum net worth or investor qualifications for those trading stock options, and the stock markets almost always rise each year - both recipes for higher risk-taking and complacency. The "stark" increase in daily options trading turnover raises issues of investor protection, said Ajay Tyagi, former SEBI chief. The platform has seen an uptick in futures and options trading activity, Zerodha said in response to Reuters queries. Siddharth Joshi, a 36-year old from Surat in western India, said he lost 200,000 rupees trading options on Adani Enterprises (ADEL.NS) shares in January. "In options trading, I know my loss is capped but there is an opportunity to make maximum profit," he said.

Persons: Francis Mascarenhas, Mihir Vora, SEBI, Ashish Chauhan, Ajay Tyagi, Kailash, Bhavesh Shah, Shah, Zerodha, Siddharth Joshi, he's, Ira Dugal, Vidya Ranganathan, Raju Gopalakrishnan Organizations: Bombay Stock Exchange, REUTERS, Rights, Securities, Exchange Board of India, Trust Mutual Fund, National Stock Exchange of India Ltd, BSE Ltd, Reuters, Axis Mutual Fund, National Stock Exchange, Adani Enterprises, Thomson Locations: Mumbai, India, Rights MUMBAI, South Korea, Bhavesh, Ahmedabad, Surat

☆ Toxic foam coats sacred river near New Delhi as Indian capital battles hazardous pollution
▼ + stars: | 2023-11-09 | by ( Rhea Mogul | ) edition.cnn.com time to read: +3 min

CNN —A thick layer of toxic foam has once again coated parts of a sacred river near New Delhi as the Indian capital battles an acrid and noxious smog that has settled across the city. The pungent foam contains high levels of ammonia and phosphates, which can cause respiratory and skin problems, according to experts. Yamuna river covered with a thick layer of toxic foam due near Kalindi Kunj, on September 10, 2023 in New Delhi, India. The river is most polluted in areas surrounding Delhi, owing to the area’s dense population and high levels of waste. Pictures from September also showed toxic foam forming on the Yamuna.

Persons: Salman Ali, Surya Organizations: CNN, Press Trust of India, Hindustan Times Locations: New Delhi, India’s, Tamil Nadu, Kalindi, India, Delhi, Oslo, Beijing, Kolkata, Mumbai

☆ Morgan Stanley upgrades Netflix after blowout earnings, sees 20% upside potential
▼ + stars: | 2023-10-19 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Morgan Stanley hiked its rating on Netflix following the streaming giant's stellar earnings report, seeing the shares potentially rising 20% on strong revenue growth. The Wall Street firm's analyst Benjamin Swinburne upgraded Netflix to overweight from equal weight Thursday, while raising his 12-month price target to $475. Netflix's subscriber growth was driven by a password-sharing crackdown efforts and interest in its new ad-supported tier. The analyst's bull case for Netflix in the most optimistic scenario calls for a $550 price target, or 40% upside. For the bear case, the analyst sees Netflix shares falling as low as $300, or 25% downside.

Persons: Morgan Stanley, Benjamin Swinburne, Swinburne, Netflix Morgan Stanley, Netflix's, CNBC's Michael Bloom Organizations: Netflix Locations: U.S

☆ Discord expands online marketplace as it tries to justify $15 billion valuation
▼ + stars: | 2023-10-19 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +2 min

The Discord app is seen on an iPhone in this photo illustration in Warsaw, Poland on April 3, 2021. Two years ago, during the height of tech market froth, Discord was valued at $15 billion, more than doubling in a matter of months. But Discord has stood pat, avoiding a return to the capital markets, even as public funds have reduced the value of their shares. Discord, which ranked 18th on this year's CNBC's Disruptor 50 list, is now pushing into a new business as it seeks to justify that lofty valuation. Within the new marketplace, Halloween-themed avatar decorations, including a black cat resting on a gravestone, will be available to users for $8, Sellis said.

Persons: Peter Sellis, it's, Sellis Organizations: CNBC Locations: Warsaw, Poland

Pump jacks operate in front of a drilling rig in an oil field in Midland, Texas U.S. August 22, 2018. As a result, the combined position was reduced to 483 million barrels (30th percentile for all weeks since 2013) down from 680 million barrels (64th percentile) on Sept. 19. Chartbook: Oil and gas positionsThe most recent week saw massive sales across the board, including Brent (-65 million barrels) and NYMEX and ICE WTI (-40 million), U.S. gasoline (-15 million), European gas oil (-13 million) and U.S. diesel (-7 million). Most of the adjustment came from liquidation of former bullish long positions (-122 million barrels) rather than initiation of new bearish short ones (+18 million). Net positions in Brent (20th percentile), U.S. gasoline (25th percentile) and European gas oil (28th percentile) were all well below their long-term averages.

Persons: Nick Oxford, Brent, Cushing, John Kemp Organizations: Midland , Texas U.S, REUTERS, OPEC, Investors, ICE Futures, U.S . Commodity Futures Trading Commission, Funds, ICE, U.S . diesel, Thomson, Reuters Locations: Midland , Texas, U.S, NYMEX, Brent , U.S, Brent

Fund managers sold a total of 57 million barrels over latest two weeks after having purchased 398 million barrels over the previous 12 weeks since the end of June. Hedge funds and other money managers sold the equivalent of 3 million barrels over the week ended Oct. 3. Fund managers have sold gasoline in each of the latest three weeks by a total of 22 million barrels since Sept. 12. As a result, the net position has been cut to 48 million barrels (42nd percentile) from 71 million (77th percentile). Funds held a net long position of just 9 billion cubic feet (32nd percentile since 2010) down from a recent high of 743 billion cubic feet (48th percentile) on July 11.

Persons: Cushing, Brent, John Kemp, Bernadette Baum Organizations: REUTERS, ICE, U.S, Henry Hub, U.S . Commodity Futures Trading Commission, Funds, Thomson, Reuters Locations: Cushing , Oklahoma, U.S, Israel, Chartbook, Brent, NYMEX, Louisiana, Pacific, United States

☆ Opinion: Why I risk death to run with the bulls
▼ + stars: | 2023-10-08 | by ( Stuart Ross | Opinion Bill Hillmann | ) edition.cnn.com time to read: +8 min

CNN —On July 11, 2014, I was running with a bull in Pamplona, Spain. The story is a fascinating adventure into the Fiesta de San Fermín, also known as The Running of the Bulls in Pamplona. By the time I finished reading that novel, I decided I would go to Spain and run with the bulls and I would become a writer. So I began to run with Lecuona, David Rodríguez, Aitor Arístegui and others leading bulls up the streets. Participants run ahead of bulls during the "encierro" (bull-run) of the San Fermín festival in Pamplona, northern Spain, on July 14, 2023.

Persons: Bill Hillmann, CNN —, Victoriano del, swooped, gored, Michael Hemingway, Michael, Ernest Hemingway, “, ”, Jake Barnes, Hemingway, Toro Bravo, I’ve, Graeme Galloway, Joe Distler, Juan Pedro Lecuona, David Rodríguez, Aitor Arístegui, it’s, John Hemingway, Miguel Riopa, goring, Antonio Subies, Castilla y, Paula Andión Zabalza, Paula, Fernando Zabalza, Fernando Organizations: East, West University, NPR, The Toronto Star, Washington Post, The Daily Mail, CNN, Fiesta, Bulls, Spanish, las Fiestas, Castilla, Castilla y León Locations: Chicago, Pamplona, Spain, Victoriano del Río, Fermín, AFP, San, Valencia, San Fermín, Madrid, Navarra, Tafalla

☆ Real-estate bubble risks are dwindling across the world with higher interest rates taking froth out the market, UBS says
▼ + stars: | 2023-09-28 | by ( George Glover | ) www.businessinsider.com time to read: +2 min

Higher interest rates have deflated real-estate bubbles across the world, according to UBS. Central banks have aggressively hiked borrowing costs over the past 18 months to combat inflation. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . "House price growth has suffered due to rising financing costs as average mortgage rates have roughly tripled since 2021 in most markets," they added.

Persons: —, Matthias Holzhey, St Louis Organizations: UBS, Service, Federal Reserve, St, St Louis Fed Locations: New York, Boston, San Francisco, Swiss, Zurich, Tokyo, Francisco, Los Angeles

REUTERS/Beawiharta Acquire Licensing RightsLONDON, Sept 20 (Reuters) - London Metal Exchange (LME) stocks of tin have grown steadily over the summer months and have reached levels last seen in April 2020. Around half of the tin produced every year is used as a soldering material on circuit boards, linking usage to the fortunes of the consumer electronics sector. Global semiconductor sales from SIABOOM AND BUSTTin's fortunes are closely tied to the consumer electronics sector, which has experienced a remarkable boom-and-bust cycle over the last three years. That translated into a boom year for tin demand, usage growing by 7.6%, led by a 12.2% rise in the soldering sector, according to the International Tin Association. However, global semiconductor sales have registered small month-on-month increases since April and the year-on-year gap narrowed to 11.8% in July, according to the SIA.

Persons: Lockdowns, Boom, Barbara Lewis Organizations: PT Timah, REUTERS, London Metal Exchange, Shanghai Futures Exchange, SIA, Semiconductor, Semiconductor Industry Association, International Tin Association, World Semiconductor Trade Statistics, Wa State, Reuters, Thomson Locations: Mentok, Indonesian, Bangka, Myanmar, London, Shanghai, Wa, China

Pumpjacks are seen during sunset at the Daqing oil field in Heilongjiang province, China August 22, 2019. REUTERS/Stringer/File Photo Acquire Licensing RightsSept 6 (Reuters) - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist. Oil is back in the spotlight after Russia and Saudi Arabia on Tuesday extended output cuts. Oil prices have essentially been disinflationary all year, meaning the year-on-year price change has always been negative, sometimes dramatically so. With the dollar, bond yields and oil prices all marching higher, it is little wonder investors are drawing in their horns.

Persons: Stringer, Jamie McGeever, Brent, Japan's Hajime Takata, Josie Kao Organizations: REUTERS, Reserve Bank of Australia, U.S ., Asia, Bank, Japan's, Thomson, Reuters Locations: Heilongjiang province, China, Asia, Taiwan, Russia, Saudi Arabia, Japan, Australia

☆ The Best Juicers and Juice Machines for More Refreshing Mornings
▼ + stars: | 2023-08-29 | by ( Grace Elkus | ) www.wsj.com time to read: +19 min

The orange juice was also a little pulpy and separated overnight—a common occurrence with both centrifugal juicers we tested. Others you should know aboutGreat multiuse juicerKuvings’s 4-in-1 masticating juicer comes with attachments to make smoothies, sorbets and nut milks, too. Masticating juicers use a rotating, screw-shaped augur to crush and press fresh produce to extract juice, while centrifugal juicers rely on a high-speed spinning metal blade to pulverize produce into a mesh filter. Masticating juicers are slower and cost more, but often have higher yields and are therefore less wasteful (which we found to be true in our testing). Centrifugal juicers are faster and more powerful, but create foamier juice that’s more likely to separate.

Persons: Grace Elkus, you’re, Ariane Resnick, C.N.C, ”, Nama, it’s, we’re, juicer, Savory, It’s, I’ve, Amelia Rampe, Alexandra Shytsman, destemming, Masticating, “, Shytsman Organizations: Cold Press, Hurom, Hamilton, Food Network Locations: Brooklyn, New York City

☆ Cramer explains stock moves after debt downgrade, tells investors to raise cash and curb bullishness
▼ + stars: | 2023-08-02 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Wednesday explained what the Fitch Ratings debt downgrade might mean for investors and the market as a whole. Cramer attributes this movement not to the problems with AMD or its fundamentals, but to a harried reaction to the downgrade. "Will people react in fear to the Fitch downgrade beyond today? "I'm not concerned about the Fitch downgrade," he continued. Cramer added that he's been seeing recent froth in the market that he finds concerning, and he advised investors to curb their bullishness, raise some cash and wait.

Persons: CNBC's Jim Cramer, Fitch, Cramer, I'm, that's, he's Organizations: Fitch, United, AAA, Devices, AMD Locations: United States

☆ Cramer breaks down July's top 15 stocks in the Russell 1000
▼ + stars: | 2023-08-01 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Tuesday warned investors about market froth and gave his take on the top 15 performers in the Russell 1000 during the month of July. Froth can be a hard market condition to define, Cramer conceded. Sometimes froth happens when the stock of a poorly-performing company spikes before the whole enterprise goes under, Cramer said. To help investors spot market froth, Cramer discussed July's top 15 stocks in the Russell 1000, a benchmark index that ranks the top thousand companies in the U.S. by market capitalization. "When you look at the biggest winners in the Russell 1000 last month, I'm very happy to say that the vast majority of these stocks, aside from QuantumScape and Robinhood, represent real substance, not just thin gruel froth," Cramer said.

Persons: CNBC's Jim Cramer, Russell, Froth, Cramer Locations: Bath, U.S, QuantumScape

☆ To spot 'froth' keep an eye on stocks that are soaring, says Jim Cramer
▼ + stars: | 2023-08-01 | by ( Jim Cramer | ) 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 EmailTo spot 'froth' keep an eye on stocks that are soaring, says Jim Cramer'Mad Money' host Jim Cramer talks 'froth' in the stock market, what it means and how you should navigate it.

Persons: Jim Cramer

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