Tag: stocks
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Opinion: How you feel about the market matters more than the stocks and bonds you like
[ad_1] Seventy-one years ago, Harry Markowitz revolutionized how individuals and institutions invest by drawing attention away from individual security selection and focusing it on portfolio construction more broadly. To Markowitz, which stock a portfolio held mattered far less than the mix of stocks, bonds and other broad asset classes. Moreover, long-term benefits could be gained…
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Stock market strategist David Rosenberg gives the Fed no credit — and no mercy
[ad_1] It’s said that you don’t know an economy is in a recession until it’s in one. Or as David Rosenberg puts it: “Recessions are like an odorless gas. They sneak up on you.” These days, Rosenberg is looking for fresh air. A former chief North American economist at Merrill Lynch and now president of…
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Opinion: ‘Oppenheimer’ gives investors another reason to be bullish about nuclear energy
[ad_1] One of the hottest movies of the summer is the staggeringly good biopic “Oppenheimer,” about the man who oversaw the frantic race to develop the atomic bomb during World War II. The atom bomb dropped on Hiroshima, Japan on Aug 6, 1945 was a fission-style device. This also happens to be the same basic…
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Stocks are making a run for record territory. Will the Fed end its rate hikes anyway?
[ad_1] Stocks have been closing in on record territory, which isn’t supposed to be a key worry of the Federal Reserve. But after a dizzying three years of pandemic extremes, the stock rally has become a source of market angst, right as the Fed attempts a final chapter in its epic rate hiking saga. “There…
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The stock market rally from soaring consumer sentiment has already happened
[ad_1] The University of Michigan’s Consumer Sentiment survey provides yet another reason to worry about U.S. stocks and the economy. Consumer sentiment is a contrarian indicator, and the latest University of Michigan (UMI) gauge shows consumer sentiment to have spiked in recent months. The increase from June to the (preliminary) July level is the largest…
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Buy these stocks if you think the U.S. dollar will keep getting weaker
[ad_1] Non-U.S. stocks will be particularly attractive to U.S. investors if the U.S. dollar continues to fall against foreign currencies. Many are predicting such a decline. One analyst even expects the dollar to “wipe out all its post-pandemic gains.” A declining dollar DX00, +0.01% benefits U.S. investors in non-U.S. stocks for two reasons: The local-currency…
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Watch the Dow Transports for clues about the economy — not the stock market
[ad_1] The Dow Jones Transportation Average DJT, -0.20% has been on a tear in recent weeks, leading the market higher. That may or may not mean the U.S. bull market will continue. The Dow Transports recently closed above its early-February 2023 closing high. Its prior inability to do so had worried some stock-market professionals. Their…
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Bank ETFs bounce, with this fund heading for potentially best month since 2021
[ad_1] Exchange-traded funds that buy bank stocks jumped Tuesday as investors assessed Wall Street’s latest batch of second-quarter earnings results from giants including Bank of America and Morgan Stanley. The Invesco KBW Bank ETF KBWB, +3.05% closed up slightly more than 3% Tuesday, while the SPDR S&P Regional Banking ETF KRE, +4.22% surged 4.2%, according…
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Opinion: Why the AI stock frenzy looks a lot like the PC and dot-com booms — and busts
[ad_1] Artificial-intelligence stocks have taken off this year, and the comparison seemingly every expert wants to make is to the late 1990s dot-com bubble. Every time I hear the connection, I figure the person making it is either 1) young or 2) forgetful. A.I. is a relatively new industry and while some technical indicators make…