Bulls And Bears Of The Week: Chevron, Oracle, Twitter And More 2020/09/26 19:12:48 Benzinga
Benzinga has examined the prospects for many investor favorite stocks over the past week. Both bullish and bearish calls in coronavirus vaccine contenders were seen this week. Social media platforms were represented in both categories as well. September has a reputation as a harsh month for the markets, and it certainly has lived up to that reputation this year: volatility continued last week for various reasons. The Dow Jones industrials and S&P 500 ended the week essentially flat, with the Nasdaq only a little better, but all three indexes are down more than 4% since the start of the month, with the Nasdaq retreating about 8%. It was also a week in which the race for a COVID-19 vaccine continued, and the world's leading electric carmaker held its annual event – which failed to help the stock much. As usual, Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this … Full story available on Benzinga.com
Bitcoin Outperforming Gold, Nasdaq, 10-Year Treasury, and S&P 500 in 2020 | The Daily Hodl 2020/09/26 17:00:54 The Daily Hodl
Almost 10 months into 2020, Bitcoin is up about 48.7% year-to-date, outperforming gold, the NASDAQ Composite Index, the S&P 500 Index, the US 10 Year Treasury Note, the US Dollar Index and the Crude Oil WTI.
Billionaire David Booth says focusing on this long-term investing strategy will help you get the returns you're expecting — and the ones you're not 2020/09/26 15:51:43 Business Insider
Summary List Placement I wake up every morning expecting the stock market to go up a little bit. But I'm not surprised when it doesn't. That's because I don't obsess over the short-term ups and downs of the market. I want to make sure I stick around to capture the long-term ups. Honestly, it's a pretty simple philosophy rooted in decades of academic research. But with so many distractions and apparent shortcuts, I know it can be hard to stick to your plan. The growth of trading platforms like Robinhood is proof that you're not alone. One crucial piece to staying a long-term investor is to understand the difference between expected and unexpected returns. Over about the last century, the stock market has gone up around 10% per year. That's what I call the expected return. And it makes sense to me. What would it take for you to risk putting money into the stock market? It's not 100% a year. It's not 0% per year. Ten percent seems sensible. When that amount is divided up into all 250 trading days of the year, I expect the market to go up every day … a little bit.
Stock investors should capitalize on the recent market correction by broadening portfolios beyond just tech, says one top Wall Street strategist 2020/09/26 13:25:00 Business Insider
Summary List Placement Tech stocks' time in the spotlight is over, and investors should begin shifts to value stocks and cyclical sectors, James Paulsen, chief investment strategist at The Leuthold Group, said in a recent note. The S&P 500's brief Thursday correction marks "an opportunity to 'broaden your bets'" before valuations rebound, Paulsen said. Money supply growth surged in recent months on the back of Federal Reserve easing and the CARES Act. That trend has preceded economic expansions by 12 months in all eight recessions since 1960, according to the strategist. The cyclical sectors that avoided bankruptcy during coronavirus lockdowns "may currently be positioned with the greatest upside profit leverage," Paulsen said. Still, investors should hold on to some growth positions as their fundamentals remain healthy, he added. Visit the Business Insider homepage for more stories . The S&P 500's brief correction opened the door for a shift to neglected corners of the market, James Paulsen, chief investment strategist at The Leuthold Group, said in a recent note.
Top On-Chain Analyst: Bitcoin Is Primed to Decouple From Legacy Markets 2020/09/26 07:00:09 NEWSBTC
Ever since February, Bitcoin's price action has been largely dependent on that of legacy markets. Markets like the S&P 500, the U.S. dollar, and gold
Stock futures rise after S&P 500 breaks 4-day losing streak 2020/09/22 22:05:26 CNBC
Stocks snapped a 4-day losing streak on Tuesday.
Ibovespa tem leve alta em sessão de reduzido volume financeiro 2020/09/22 20:39:33 Valor Econômico
Bolsa fechou com valorização de 0,31%, aos 97.294 pontos Após alcançar ontem o menor patamar em quase três meses, o Ibovespa registrou leve alta, em um movimento de recuperação e em linha com o exterior. A retomada dos preços do petróleo ajudou a conter as perdas em Petrobras, pressionada por um impasse no Supremo Tribunal Federal (STF) sobre a venda de refinarias. Após ajustes, o Ibovespa fechou com valorização de 0,31%, aos 97.294 pontos. Na falta de catalisadores locais que sustentassem um movimento mais consistente, o índice oscilou de uma baixa de 0,62%, na mínima dos 96.390 pontos, a uma alta de 0,72%, na máxima de 97.684 pontos. O volume financeiro também foi reduzido, em R$ 15,6 bilhões, abaixo da média diária de setembro, de R$ 19,8 bilhões, e de 2020, de R$ 20,6 bilhões. O desempenho foi em linha com Nova York, em dia de recuperação após o forte nervosismo de ontem causado por novos casos de covid-19 e escândalo no setor bancário. Dow Jones subiu 0,52%, o S&P 500 teve alta de 1,05% e o Nasdaq avançou 1,71%.
Funcionário da S&P Dow Jones Indices é acusado de usar informação privilegiada 2020/09/22 19:22:20 Valor Econômico
Yinghang "James" Yang, gerente sênior de índice, e seu amigo Yuanbiao Chen, gerente de um restaurante de sushi, foram acusados de administrar o esquema por vários meses Dois nova-iorquinos são acusados de ganhar mais de US$ 900 mil em um esquema de negociação com informações privilegiadas (insider trading), usando informações confidenciais sobre empresas de capital aberto da S&P Dow Jones Indices, a empresa que gerencia o S&P 500 e outros índices. Matéria exclusiva para assinantes. Para ter acesso completo, acesse o link da matéria e faça o seu cadastro.
Nasdaq, S&P 500 rise on Amazon boost; Dow under pressure 2020/09/22 17:54:03 The Edge Markets
The S&P 500 and the Nasdaq rose on Tuesday, led by a bounce in Amazon.com, while a likely delay in the passage of new fiscal stimulus by Congress dampened hopes of a faster economic recovery from the coronavirus pandemic and kept the Dow subdued. Amazon.com Inc jumped 4% after Bernstein upgraded its stock to "outperform", saying the company will continue to receive a boost from premium subscribers and third-party merchants even beyond the pandemic
2 New ETFs For Income Starved Investors 2020/09/22 17:15:07 Benzinga
Investors search for income and yield are taking a beating this year, particularly if they're relying on traditional assets. The Federal Reserve's interest rate cutting has Treasury yields residing at rock-bottom levels while the S&P 500 was home to a rash of negative dividend cutting in the first half of the year. Covered calls, long a favored income-generating avenue for many investors, are fine ideas for boosting portfolio yield and the concept is made even easier with exchange-traded funds that do the leg work for investors. A pair of new funds, the Global X Nasdaq 100 Covered Call & Growth ETF (NASDAQ: QYLG) and the Global X S&P 500 Covered Call & Growth ETF (NYSE:SYLG), breath some new life into … Full story available on Benzinga.com
Week 38 Market Roundup — more demand and a crucial week ahead 2020/09/20 09:29:19 Medium
Last Sunday in my Week 37 Market Roundup, I discussed the scenarios of a crash, further correction and bull signs. As expected, S&P 500 had a relieved rally after the exhaustion of the down momentum…
Tug Of War Across Markets Hides "Trade Of A Lifetime" 2020/09/19 20:00:00 Zero Hedge
Tug Of War Across Markets Hides "Trade Of A Lifetime" Tyler Durden Sat, 09/19/2020 - 16:00 Another day, another set of market takes, warning that the recent advent of helicopter money - which resulted in a mind-boggling $21 trillion in policy stimulus, roughly a quarter of global GDP, in just the past 6 months - will lead to a 1970's style stagflation, runaway inflation and - perhaps for some - the trade of a lifetime. In his latest Bear Trap Report, author Larry McDonald writes that " the trade of a lifetime is found in a growing tug of war across markets." He is referring to the ongoing clash - and most important topic in finance today - between inflation and deflation. As he adds, investors are focused on obvious deflation risk, "but the side effects of the $15 Trillion of fiscal and monetary spending globally are underappreciated" (it's really $21 trillion according to BofA but at that number of zeroes does it really matter). And while everybody knows the COVID-19 tragedy poses a significant deflation risk – the signs are on every street corner, in McDonalds' view, " the 'unexpected' we must be positioned for is Trillions in fiscal stimulus oozing into the economy after this virus has been snuffed out." This is a topic we touched on last week in " Trump Agrees With Powell: "Much Higher" Fiscal Stimulus Is Needed…
Multiple market forces are aligning in favor of continued stock gains — and they all trace back to record-low bond yields, according to a top Wall Street strategist 2020/09/19 12:15:00 Markets Insider
Summary List Placement Today's low-yield environment established three conditions likely to lift the stock market for months, Jim Paulsen, chief investment strategist at The Leuthold Group, said in a client note. The S&P 500 performs the best when yields sit in their lowest quartile, Paulsen highlighted. Low-yield environments are the only ones in which the S&P 500 still notches average monthly returns even when earnings decline. The prospect of yields staying low for a prolonged period "provides an excellent foundation for the S&P 500," Paulsen said. Visit the Business Insider homepage for more stories . Today's historically low bond yields may rankle some, but they set up an opportune environment for those holding stocks, according to Jim Paulsen , chief investment strategist at The Leuthold Group. Even as stocks sit near record highs, many are sticking to bonds as a safe-haven play. The trend has kept yields at record-lows through the pandemic, lessening their relative appeal in the eyes of nervous investors.
S&P rebaja a negativa la perspectiva de España por los crecientes desafíos fiscales y estructurales 2020/09/19 11:04:30 Cinco Dias El Pais
Moody's mantiene en estable la perpectiva
A 'disturbing new all-time low' in the market just flew under the radar as stocks hit record highs — and one Wall Street expert warns it implies years of bleak returns for young investors 2020/09/19 10:02:00 Business Insider
Summary List Placement In late August, as stocks were carving out fresh all-time highs, many investors were cheering the market's resiliency. After all, it's not every day that equities recover from a 30 percent-plus, global pandemic-induced, fastest-ever bear market with a vengeance. But while many investors were busy taking a victory lap, Doug Ramsey , the chief investment officer at The Leuthold Group, was stowed away looking for hidden risks — and what he found was unnerving. "While others were celebrating new all-time highs in the S&P 500 during August, we were wringing our hands over a disturbing new all-time low," he penned in a recent client note. "Specifically, the yield on the traditional 60/40 U.S.-balanced portfolio plummeted to a tiny 1.37% — exactly one-third of its 120-year average of 4.11%." He was referring to a portfolio with 60% allocated to stocks and 40% to bonds, which is considered a standard model investors can use to achieve diversification. Even before this recent milestone of a new low, Bank of America strategists had warned that the 60/40 portfolio "will not survive the 2020s ." That's because investors used to be able to shelter in bonds when stocks looked frothy, and collect a material yield for doing so when interest rates were higher.