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☆ Betting against Jim Cramer just became a lot easier with the launch of a new ETF that shorts the TV host's stock picks
▼ + stars: | 2023-03-02 | by ( Morgan Chittum | ) www.businessinsider.com time to read: +3 min

"Mad Money" host Jim Cramer makes a lot of stock market calls, and not all of them pan out. The Inverse Cramer ETF bets against the financial pundit, by shorting stocks he's bullish on. The product is the handiwork of the money manager known for shorting Cathie Wood's stock picks. The Inverse Cramer ETF (SJIM) shorts equities the well-known financial pundit is bullish on. The Inverse Cramer ETF is an actively managed portfolio that carries an equally-weighted 20-50 names, Tuttle told Bloomberg, with the product having an expense ratio of 1.2%.

☆ The chief investment strategist at a $540 billion firm explains why the stock market may have already bottomed for the year — and why he sees opportunity in the market's most beaten-down names
▼ + stars: | 2023-03-01 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +6 min

Wes Crill believes the stock market may have already bottomed, according to historical precedence. In the long term, he's bullish on value stocks once again taking the reigns as market leaders. "In fact, the average return for value stocks was a little bit higher in periods where the overall stock market was positive." Across Wall Street, Crill's not the only one with a longer-term overweight towards value stocks. Instead, he says investors should stick to what history dictates works best: value stocks over a long time horizon.

☆ A top-5% fund manager shares 4 reasons why he's getting optimistic about the economy after hiding nearly half of his assets in cash last summer — and details 6 of his favorite stocks to buy now
▼ + stars: | 2023-02-22 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Leading fund manager Jeff Muhlenkamp put about half of his fund into cash last summer. Last summer, Jeff Muhlenkamp was so concerned about the US economy that he put nearly half of his fund's assets into cash. But in recent months, Muhlenkamp has moved more money into select stocks — even though he acknowledges that there are still lingering risks for stocks and the economy. "You're seeing buyers come back into the market," Muhlenkamp said. Lastly, Microsoft is like Apple in that it's a mature mega-cap company with profitable businesses that produce tons of cash, Muhlenkamp said.

☆ The stock market has been flipped and investors are taunting the Fed
▼ + stars: | 2023-02-21 | by ( Phil Rosen | ) www.businessinsider.com time to read: +5 min

As my colleague Matthew Fox writes, the stock market has been completely flipped upside down so far in 2023. This is the type of trading behavior you'd expect to see when interest rates are closer to 0% than 5%. To Kolanovic, the errant investor behavior foreshadows a plunge in the stock market. US stock futures fall early Tuesday, as investors stay worried that persistent inflation means interest rates will stay higher for longer. SoFi's Liz Young warned that a lack of reserve funds could stop this year's stock market rally: "What the equity market is not pricing in at this point, or is not worried enough about, is consumer spending."

☆ A 27-year-old real-estate investor who rehabbed 7 Austin properties last year is now targeting San Antonio, where homes can cost less than $100,000. Here are 3 reasons it's the next big investor hot s
▼ + stars: | 2023-02-18 | by ( Aj Latrace | ) www.businessinsider.com time to read: +5 min

San Antonio. You can buy homes for relatively cheap"A lot of people have overlooked San Antonio," Crenshaw said. January data from Redfin pegs the median home price in San Antonio at $255,000, which is less than half of Austin's $530,000. San Antonio — the fastest-growing large city in the nation between 2020 and 2021, gaining nearly 14,000 people, per census data — remains attractive to newcomers. Relocators get affordability in San Antonio, Crenshaw said, without sacrificing exciting nightlife and other big-city attractions such as museums and professional sports teams like the NBA's Spurs.

☆ A crypto chartmaster shares why bitcoin could fall up to 50% after its massive comeback — and why he's bullish on these 4 altcoins in the long term
▼ + stars: | 2023-02-17 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Chartmaker Forrest Przybysz shared his 2023 price outlook for bitcoin and ether. Here are four altcoins that Przybysz is most optimistic about with bitcoin at risk of falling. In other words, while Przybysz's charts also indicate that ether could fall 20%, the token's potential upside of 57% is double that of bitcoin. Ether is trading above technical support but could rise substantially. Forrest Przybysz, Sistine ResearchDespite their strong showings so far this year, bitcoin and ether are still about 64% below their all-time highs.

☆ Howard: People are just too bearish, you have to take out some of this negative news
▼ + stars: | 2023-02-13 | 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 EmailHoward: People are just too bearish, you have to take out some of this negative newsHoward Capital Management CEO Vance Howard discusses why he's bullish on the U.S. markets, even against the backdrop of still stubbornly-high inflation, and highlights a few names in the energy and materials sectors.

☆ Jim Cramer says Disney stock has more upside thanks to Bob Iger’s turnaround plan
▼ + stars: | 2023-02-09 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Thursday said that he's bullish on Disney after the company announced a robust restructuring and cost-cutting plan. Disney announced a plan to lay off 7,000 employees, restructure the company and cut $5.5 billion in costs on Wednesday during its first-quarter earnings conference call. Activist investor Nelson Peltz told CNBC on Thursday that he's satisfied with Iger's turnaround plan for Disney and that Trian Fund Management's proxy fight with the media giant is over. Cramer, who has harshly criticized former CEO Bob Chapek's performance, said that Iger has changed the company's narrative into one that can execute its goals. "That's a huge sign of confidence from management," Cramer said.

☆ Why top Wall Street investors say there's never been a better time to invest your money overseas — and where they say the 7 best opportunities are
▼ + stars: | 2023-02-08 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

But when US stocks deliver low annualized returns over a 10-year period, international stocks almost always deliver better performance. They included: global value vs. growth; emerging value equities; Japanese small value; and European small value. Among those, Inker and GMO are plugging the most money into global value and emerging market value stocks. Perfect timing would have seen investors hold their fire in emerging markets in 2001-02 to hit the very bottom. "Emerging-markets value, international value represent bargains.

☆ Buy these 6 cheap stocks now to take advantage of a perfect setup for contrarian investors, according to a leading international fund manager
▼ + stars: | 2023-02-03 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Contrarian fund manager Krishna Mohanraj is bullish on international stocks despite recession fears. That contrarian approach has worked wonders for Mohanraj's Diamond Hill International Fund (DHIAX) recently. Over the last three months, Mohanraj's fund is up about 20% amid a long-awaited comeback for international stocks. 2 tailwinds that will send global stocks soaringMohanraj believes that foreign stocks' recent momentum will continue, even though the global economy is flirting with a recession. In fact, the fund manager described the current environment for international stocks as an "active investor heaven."

☆ A 20-year market veteran explains why China's reopening means more upside for investors than they realize — and how betting on the nation could be a winning strategy
▼ + stars: | 2023-01-28 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +4 min

Mike Edwards believes that markets haven't fully priced in the upside from China's reopening. In the long run, Edwards said that China can maintain its global presence even without the US. The end of China's zero-COVID policy and the country's subsequent economic reopening has undoubtedly been one of the biggest tailwinds for markets so far this year. But while investors have welcomed this news with open arms, Mike Edwards — deputy chief investment officer at Weiss Multi-Strategy Advisers — doesn't believe that they've realized yet just how much upside the reopening of the Chinese economy could bring the stock market. Europe's outperformance over the US so far this year can, in part, be attributed to its significantly larger exposure to the Chinese economy.

☆ Wednesday, Jan. 25, 2023: Cramer says buy these stocks right now if you don't own them
▼ + stars: | 2023-01-25 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWednesday, Jan. 25, 2023: Cramer says buy these stocks right now if you don't own themJim Cramer and Jeff Marks break down how Microsoft's latest earnings report is dragging on the rest of the market. Jim says now is not the time to be buying the dip in the stock, and shares three stocks he would rather buy outside of the tech sector. Jim also shares why he's bullish on the China reopening names in the portfolio.

☆ Jim Cramer explains why he's bullish on Eli Lilly despite its Alzheimer's drug's regulatory obstacle
▼ + stars: | 2023-01-23 | 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 EmailJim Cramer explains why he's bullish on Eli Lilly despite its Alzheimer's drug's regulatory obstacleCramer explained why the regulatory obstacle facing Eli Lilly's Alzheimer's drug doesn't change his opinion of the stock.

☆ The top-performing stock-picker of 2022 shares 6 of his favorite companies to buy now to protect against high inflation, low profits, and an energy shortage that will last for years to come
▼ + stars: | 2023-01-22 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

Here are six energy companies that Davolos believes are strong long-term investments. Expect high inflation to hurt earnings in 2023 and beyondOf all the trends Davolos spotted, one stands out most: inflation will be higher for longer. Most investors assumed that the high inflation of the 1970s and '80s was gone forever after the internet and other technology kept prices down during the previous two decades. Stocks broadly will likely suffer if inflation stays stubbornly high, Davolos said, given that higher prices weigh on firms' profit margins. Energy royalty companies' efficient, asset-light business model gives them lofty operating margins that are the envy of their peers.

☆ Cramer explains why he's bullish on Netflix
▼ + stars: | 2023-01-20 | 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 EmailCramer explains why he's bullish on NetflixCramer broke down why he believes Netflix stock has more room to run.

☆ Stovall: Markets will experience a tale of two halves
▼ + 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 EmailStovall: Markets will experience a tale of two halves, with declines in the first part of the yearCFRA Chief Investment Strategist Sam Stovall explains why he's bullish on the markets.

☆ December inflation data: Here's how it could move markets
▼ + stars: | 2023-01-12 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

"Like we saw following November's CPI report, markets rallied and then pulled back," Conzo explained. The central bank remains "worried about the overheating labor market," and the CPI report is "unlikely to quell those concerns." If the inflation data shows further cooling today, how does that impact your economic outlook for the year? Along with CPI data, investors are also bracing for the release of the number of US jobless claims. Coinbase stock price on Jan. 12, 2023 Markets Insider10.

☆ Travel is in major growth mode, says Clear CEO Caryn Seidman-Becker
▼ + stars: | 2023-01-06 | 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 EmailTravel is in major growth mode, says Clear CEO Caryn Seidman-BeckerCaryn Seidman-Becker, Clear CEO, joins 'Closing Bell' to discuss travel demand and why she's bullish on the sector.

☆ Jim Cramer predicts these 10 Dow stocks will perform well in 2023
▼ + stars: | 2023-01-03 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Tuesday offered investors a collection of stocks that he believes will perform well this year. Procter & GambleThe company is the best of the bunch when it comes to recession-proof stocks, according to Cramer. Johnson & JohnsonThe company has one of the best and fastest-growing pharma businesses, according to Cramer. Goldman SachsCramer predicted that the company will likely perform better this year than last year, even though IPOs, mergers and acquisitions are unlikely to make a comeback in 2023 as the economic environment remains turbulent. Disclaimer: Cramer's Charitable Trust owns shares of Honeywell, Procter & Gamble, Johnson & Johnson, Disney, Cisco and Salesforce.

☆ Investors won't see big returns on stocks 2023 if a Santa rally doesn't happen before the new year.
▼ + stars: | 2022-12-21 | by ( Phil Rosen | ) www.businessinsider.com time to read: +5 min

The S&P 500 is down about 19% on the year, and those losses could spill over into the new year if stocks don't see the usual holiday rally. But if the S&P 500 misses that final rally, that bodes poorly for rebound odds in 2023. The lack of a holiday rally so far suggests that more rocky markets await when the calendars change. Recall that while the S&P 500 tumbled 37% in 2008, it rebounded 26% in 2009. What's your stock market outlook for 2023?

☆ Morningstar shares 2 trades they say will deliver 7% yearly returns over the next decade, even after accounting for inflation — and breaks down why the 60/40 portfolio strategy is starting to look att
▼ + stars: | 2022-12-20 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

But the sell-offs have put both asset classes in a better position to succeed for the long-term, Straehl said in a recent note. While communication services stocks have largely sold off this year, the sector is now the most attractive in the market, Straehl said. The Vanguard Communication Services ETF (VOX) provides exposure to the communications services sector. The second trade Straehl said will deliver 7% real returns over the next 10 years is emerging market stocks. The stocks are in a more favorable place valuation-wise than developed market stocks, Straehl said.

☆ 2023 will be the worst year for the global economy in 4 decades, Citi predicts. Here's how investors can protect their money and position for a rally later on.
▼ + stars: | 2022-12-09 | by ( Marley Jay | Lisa Kailai Han | ) www.businessinsider.com time to read: +4 min

Citi Global Wealth CIO, David Bailin CitiCiti Global Wealth says investors should be cautious ahead of an oncoming US recession. The firm says 2023 will be the weakest year for global economic growth in four decades. "It's highly unlikely that we've seen the lows" in stocks, Bailin said. Overall, Citi thinks that 2023 will be the worst year for the global economy in four decades. But Bailin emphasizes that investors shouldn't sell and go to cash because they'll cost themselves money in that eventual recovery.

☆ Kroger's stock is a solid bet, with or without the Albertsons' deal, Bernstein says
▼ + stars: | 2022-12-07 | by ( Christina Cheddar Berk | ) www.cnbc.com time to read: +5 min

Analyst Dean Rosenblum said he's bullish on Kroger without the deal, seeing 25% potential upside for the stock from Tuesday's close. Although the grocery market is highly fragmented, Kroger and Albertsons are two of its biggest players. Says 90% chance the deal will close Rosenblum said he has "pretty high-conviction" that the deal will close, based on his research. Once the deal closes, Albertsons shares should be worth about $27, based on the deal price, net a special dividend the company plans to pay as part of the transaction. The bigger picture Beyond the strategic reasons for the Kroger-Albertsons deal, Rosenblum also sees reasons to be optimistic about both grocery and home improvement sectors.

☆ Portfolio manager says he's bullish about oil prices
▼ + stars: | 2022-12-06 | 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 EmailPortfolio manager says he's bullish about oil pricesRob Thummel of Tortoise Capital discusses the factors that will push oil prices up in 2023.

The largest property owner on the Las Vegas Strip is doubling down and taking full ownership of the MGM Grand Las Vegas and Mandalay Bay, which the deal values at $5.5 billion. VICI currently owns a 50.1% stake in the property, which it acquired when it bought MGM Growth properties in May. Strip casinos are seeing a 20% surge in revenue through October to $6.8 billion in gaming revenue from a year ago. "It's further evidence that Las Vegas remains amongst the most in-demand destinations in the world," said Rosemary Vassiliadis, Clark County's director of aviation. And hotel revenue in Las Vegas was up 51% in October compared with October 2019, before the pandemic, according to the Las Vegas Convention and Visitors Authority.

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