DIRS.INFO The most relevant business & tech news

☆ We have our portfolio in a lot of commodity-driven names, says The Satori Fund's Dan Niles
▼ + stars: | 2023-02-28 | 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 EmailWe have our portfolio in a lot of commodity-driven names, says The Satori Fund's Dan NilesDan Niles, The Satori Fund founder and portfolio manager, joins 'Squawk on the Street' to discuss his thoughts on the market in 2023, inflation, stock picks, and china reopening.

☆ ‘We Have a Ghost’ Review: A Haunted House Hits Social Media
▼ + stars: | 2023-02-24 | by ( John Anderson | ) www.wsj.com time to read: +1 min

The first scene in “We Have a Ghost” involves an entire family running out of their house screaming, jumping in their car and tearing away. Still, there’s a scary amount of stuff going on in writer-director Christopher Landon ’s horror movie/murder mystery/domestic drama/deep-state thriller/coming-of-age teenage romance. It may be based on the short story “Ernest” by Geoff Manaugh . A year later, looking for a new start, the family of young Kevin Presley (Jahi Winston) moves in, having been kept in the dark by their broker (Faith Ford) about the house’s blighted history. When Kevin first meets up with Ernest (that’s what it says on his bowling shirt), the boy laughs at the ghost’s boogeyman routine, befriending him instead.

The Federal Reserve could move interest rates closer to 6%, said Dan Niles, founder of the Satori Fund. "I think the Fed, quite honestly, is going to get higher to 6% before they stop raising," Niles said on CNBC's "Tech Check." The central bank last hiked interest rates by 25 basis points at its meeting earlier this month. That moved the target rate for interest rates to between 4.5% and 4.75%. Market observers and participants have disagreed on when the Fed will stop raising interest rates.

☆ CNBC Daily Open: U.S. stocks don't seem bothered by inflation, ignore jump in retail sales
▼ + stars: | 2023-02-16 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. It's as if investors aren't concerned about inflation and higher interest rates anymore. It appears that the prospect of sustained economic growth is injecting optimism into stocks too. Recent economic activity and market movement are forcing economists and investors to reconsider the effect of interest rates. The higher cost of borrowing typically slows economic growth by curtailing spending and increasing unemployment which, in turn, depress stocks.

☆ CNBC Daily Open: U.S. stocks don't seem concerned about inflation, disregard jumping retail sales
▼ + stars: | 2023-02-16 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

☆ We were expecting a 'Santa Claus rally,' says The Satori Fund's Dan Niles
▼ + stars: | 2023-02-15 | 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 were expecting a 'Santa Claus rally,' says The Satori Fund's Dan NilesDan Niles, The Satori Fund founder and portfolio manager, joins 'TechCheck' to discuss his 2023 outlook on the market and break down Big Tech names.

☆ Tuesday Morning says it wants to close 265 stores as part of its bankruptcy filing. See if your local store is on the list.
▼ + stars: | 2023-02-15 | by ( Alex Bitter | ) www.businessinsider.com time to read: +30 min

Camarillo: Camarillo Village Square, 2450 Las Posas Road, Ste HCamarillo Village Square, 2450 Las Posas Road, Ste H Roseville: Fairway Commons Shopping Center, 5771A Five Star Blvd. San Diego: Pacific Plaza Shopping Center, 1772‐D Garnet AvenuePacific Plaza Shopping Center, 1772‐D Garnet Avenue Woodland Hills: Pride Shopping Center, 22950 Victory Blvd. Winston-Salem: Whitaker Square Shopping Center, 1947 North Pease Haven Road, Space #1947Whitaker Square Shopping Center, 1947 North Pease Haven Road, Space #1947 Matthews: Windsor Square Shopping Center, 9945 E. Independence Blvd. ; Westhill Village Shopping Center, 7525 WestheimerWeslayan Plaza West Shopping Center, 5442‐A Weslayan Street; Westheimer Commons, 12568 Westheimer Rd. ; Westhill Village Shopping Center, 7525 Westheimer El Paso: West Towne Marketplace, 6450 N. Desert Blvd., Ste.

☆ Yields are popping again. Here's how investors can take advantage of that, according to the pros
▼ + stars: | 2023-02-14 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

How can investors ride on higher yields? Buy high-quality or short-term fixed income BlackRock Investment Institute said it likes high-quality credit and short-end government bonds "as interest rates stay higher for longer." "Fixed income finally offers 'income' after yields surged globally. "We believe that investors should hold around 2% of cash in their portfolios and should use short-term fixed income (anything below a 2-year maturity) as a proxy for cash," Alvarado added. Wells Fargo Investment Institute's tactical portfolios are allocating between 2% (for "aggressive growth investors") and 17% (for conservative income investors) to short-term fixed income.

☆ Will the stock market rally last? Analysts share their predictions — and strategies
▼ + stars: | 2023-02-09 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

But is this just a bear market rally or the start of a bull market ? The rally has some way to go, said Trivariate Research analysts, led by founder Adam Parker, in a Feb. 5 note. "It means there is further upside potential to this rally," Parker wrote. But markets could go through some range-bound trading before a "big rally," Hatfield told CNBC Pro. In light of the volatile market, Niles said investors should continue staying invested in cash — his "favorite investment" for this year.

☆ Bearish hedge fund manager Dan Niles names his top five trades for 2023
▼ + stars: | 2023-02-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Despite the January bounce , hedge fund manager Dan Niles sees more volatility ahead. Top picks for 2023 Amid the volatility, Niles has five top picks for investors. He said his Satori Fund well outperformed the S & P last year by making money, but did not disclose its exact performance. It continues to be one of the top trades this year for Niles, who called it his "favorite investment in 2023." Sitting on cash allows us the flexibility to reinvest if the S & P goes lower in 2023," Niles said.

☆ Hedge fund manager Dan Niles explains why he's so bearish — and when he sees markets falling
▼ + stars: | 2023-02-03 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Hedge fund manager Dan Niles said he expects stock markets to fall by the middle of this year as the Federal Reserve opts to keep interest rates higher for longer. Niles, founder and senior portfolio manager of the Satori Fund, told CNBC's "Street Signs Asia" Thursday that there was a "disconnect" between market expectations and the U.S. central bank's messaging. His comments echo Fed Chair Jerome Powell, who said he doesn't expect to cut rates this year after the central bank raised interest rates by 25 basis points Wednesday. However, interest rate swap data shows that a significant proportion of the market expects a cut in the base rate by the middle of this year. However, despite his bearish outlook, the hedge fund manager said there could be several tailwinds in the near term for the U.S., such as the Fed pausing after two more rate hikes, inflation slowing, and China's reopening.

☆ Amazon's cloud business reports 20% growth in fourth quarter, missing estimates
▼ + stars: | 2023-02-02 | by ( Jordan Novet | ) www.cnbc.com time to read: +2 min

Amazon Web Services leads the cloud infrastructure market, with almost 39% share in 2021, according to estimates from industry researcher Gartner. Revenue growth at AWS has generally decelerated since 2015 as the segment has become larger and competition has picked up. In the fourth quarter, AWS generated $21.4 billion in revenue, representing 14% of Amazon's total revenue. Also in the quarter, AWS announced the availability of data center regions in Spain and Switzerland. WATCH: Amazon Web Services revenue growth will slow down more in 2023, says Satori Fund's Niles

☆ Hedge fund manager Dan Niles names his top five trades for 2023
▼ + stars: | 2023-02-02 | 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 EmailHedge fund manager Dan Niles names his top five trades for 2023Amid the volatility, hedge fund manager Dan Niles discusses how to trade this year, including staying invested in cash and more.

☆ Dan Niles says he wouldn't touch Apple going into earnings
▼ + stars: | 2023-01-30 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Hedge fund manager Dan Niles said Monday that he wouldn't invest in Apple heading into its quarterly earnings given the high valuation. "I wouldn't touch Apple," Niles said on CNBC's " Closing Bell " Monday. Apple is slated to report fourth-quarter earnings after the bell Thursday. It is trading at 24 times forward earnings, much higher than the S & P 500, which is trading at around 18 times earnings, Niles said. Apple gave a rare warning to investors last November, explaining that production issues would result in lower shipments than "previously expected."

☆ Watch CNBC's full interview with Satori Fund founder Dan Niles
▼ + 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 EmailWatch CNBC's full interview with Satori Fund founder Dan NilesSatori Fund Founder Dan Niles joins 'Closing Bell' to discuss the three best sectors from this year, balancing risk versus reward with bonds or equities, and the technology gap in semi production that is starting to narrow.

☆ Markets still seeing 'bear market rally,' says Satori Fund founder Dan Niles
▼ + 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 EmailMarkets still seeing 'bear market rally,' says Satori Fund founder Dan NilesSatori Fund Founder Dan Niles joins 'Closing Bell' to discuss the three best sectors from this year, balancing risk versus reward with bonds or equities, and the technology gap in semi production that is starting to narrow.

☆ Wall Street veteran whose fund returned 160% in 2022's bear market shares his trading 'bible'
▼ + stars: | 2023-01-17 | by ( Zavier Ong | ) www.cnbc.com time to read: +2 min

Last year's bear market left many investors deep in the red, but hedge fund manager Neal Berger bucked the trend. 'My bible is the price action' That's why the veteran fund manager is sticking to his tried-and-proven playbook. "As a trader, my bible is the price action. I'm a student of price action and I'm going to be trading the market in accordance with the longer-term trends," he said. He noted that the one-year trend of all asset prices, such as stocks, bonds and crypto, is pointing downward.

☆ 'An expensive mistake': Citi says stop hoarding cash — and reveals two areas to invest in
▼ + stars: | 2023-01-11 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

Last year was a tough one for stock and bond investors, many of whom flocked to the relative safety of cash amid the market turmoil. But Citi is now warning of the perils of hoarding cash. "Amid the uncertainty, we see various ways to put cash to work and seek portfolio income. Citi warned that hoarding excess cash could "prove an expensive mistake over time" and instead advised investors to have "fully invested, globally diversified portfolios" for the long term. Dividend growers One way to deploy excess cash is in dividend stocks , according to Citi.

☆ Health-care ETFs tend to rise around next week's annual JPMorgan conference. Here's what to know
▼ + stars: | 2023-01-06 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Next week is one of the biggest of the year for health-care investors, and it has historically been a good time to own ETFs that track the industry. The 2023 JPMorgan Health Care Conference is set to kick off next Monday in San Francisco. The sector's S & P 500 weight also sits at a 50-year high of 16%. According to a note from Goldman Sachs, health care is now the second-biggest weight in the S & P 500. Merck , Eli Lilly and AbbVie were a few of the stocks with the biggest positive contributions to the S & P 500 last year, according to Goldman.

☆ Earnings estimates will get cut economy slows down from rate hikes, says Dan Niles
▼ + stars: | 2023-01-03 | 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 EmailEarnings estimates will get cut economy slows down from rate hikes, says Dan NilesDan Niles, Satori Fund founder and portfolio manager, joins 'Squawk Box' to discuss Niles' core investment principles this year, what stocks Niles does like and more.

☆ Watch CNBC's full interview with the Satori Fund's Dan Niles
▼ + stars: | 2023-01-03 | 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 EmailWatch CNBC's full interview with the Satori Fund's Dan NilesDan Niles, Satori Fund founder and portfolio manager, joins 'Squawk Box' to discuss Niles' core investment principles this year, what stocks Niles does like and more.

☆ These are Dan Niles top 5 picks for 2023, when he expects the market to fall another 20%
▼ + stars: | 2023-01-03 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

Hedge fund manager Dan Niles is preparing for the potential of another steep decline for stocks in 2023 with a top picks list that leans defensive. Niles said on CNBC's " Squawk on the Street " Tuesday that he expects the S & P 500 to fall to 3,000, which is more than 20% below where the index finished 2022. Another area that Satori Fund is focused on is health care. There were also two individual stocks on Niles' list. Niles said that he believes in the Instagram parent's cost-cutting plans, making its cheap multiple – relative to other internet stocks – attractive.

☆ Flash floods inundate highways in the Bay Area and the Midwest is under winter weather watch as extreme weather hits parts of US to start 2023
▼ + stars: | 2023-01-01 | by ( Kelsey Neubauer | ) www.businessinsider.com time to read: +3 min

A major highway was shut down in the Bay Area on New Years Eve after heavy rains led to flooding. Meanwhile, the Midwest and Plains region is under a winter weather watch as storm moves east. This is the 2nd major weather event since Christmas, when Winter Storm Elliot tore through the US. Since Saturday morning, about six miles of Interstate 580 in the Bay Area near Oakland has remained closed due to flooding, the San Francisco Gate reports. Another one is expected in the Bay Area on January 2, the San Francisco Gate reported.

☆ A long-overdue reality check for tech stocks has reset the bar for 2023
▼ + stars: | 2022-12-20 | by ( Samantha Subin | ) www.cnbc.com time to read: +9 min

Despite the comedown, many stocks still are expensive on a price-to-earnings basis when compared with the broader S & P 500, which trades at 18 times earnings. As of Monday's close, Meta shares trade at 11 times earnings on a 12-month trailing basis, down from 24 times at the start of 2022. PE ratios for all three stocks have come down significantly this year, with Cisco trading at 17 times earnings, compared to more than 23 times at the start of 2022. Within the semiconductor sector, Meeks favors names operating within industrials and autos, that are better positioned in a slowdown. While risk-averse tech may be the name of the game for 2023, some investors caution opting out of growth altogether.

☆ CNBC Pro Talks: Fund manager Jeremy Gleeson on how to trade tech right now
▼ + stars: | 2022-12-20 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +2 min

After a tough year for tech, the sector's stocks are "down but by no means out," according to CNBC Pro Talks ' next guest. Gleeson has more than 20 years of investing experience, with a focus on the tech sector. Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST. Gleeson has more than 20 years of investing experience, with a focus on the tech sector. Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST.

Search resuls for: "Niles"

25 mentions found