Turner: The market is range-bound and could go either way.

Turner: The market is range-bound and could g...

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StanceCap's Davis sees headline risk stalling - not changing - market rotation

Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. Th ...  عرض المزيد

Aberdeen's Gilhooly on whether the first shots of war were a buying signal

Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ...  عرض المزيد

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Markets Spin Toward Cyclicals
Thoughts on the Market

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.


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Welcome to Thoughts on the Market. I'm Mike Wilson, ...

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Why emerging markets could keep rallying
The Markets

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ...  عرض المزيد

BMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)
MoneyShow MoneyMasters Podcast

Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. ...  عرض المزيد

Market Rebounds but Growth Is Uncertain
Thoughts on the Market

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.


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Welcome to Thoughts on the Market. I'm ...

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