06-19-2020: With Mortgage Rates At Record Lows, Americans Should Not Wait Long Before Locking-In Their Best Rate Offer

06-19-2020: With Mortgage Rates At Record Low...

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Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing

Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment impli ...  Afficher plus

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

AI-themed ETFs are surging in number even as the sector faces a rough quarter, with companies like Anthropic rolling out cheaper models and AI capital expenditures dominating earnings calls — yet returns remain elusive for many investors. We ask the critical question every listen ...  Afficher plus

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Investors Count Down to Retail Earnings and Is It Time to Buy Regionals? 5/12/23
CNBC's "Fast Money"

Stocks ended the week in the red, but will next week’s retail earnings reports give markets a consumer-led boost? Or will continued concerns over the banking crisis and debt ceiling weigh on investors. And speaking of banks, regional stocks fell another 5% this week. But a cou ...

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Markets Wake Up to Reality, and Has Nvidia Come Too Far Too Fast? 4/4/23
CNBC's "Fast Money"

Major markets all closing lower today as investors start to heed the warning signs in the market, with industrials, cyclicals, financials and energy all closing lower. So have the warning signs from industry titans finally come home to roost. Plus shares of Nvidia are down tod ...

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Rate cut bets boosted by surprise dip in US retail sales
Global Market Insights - Forex, Futures, Stocks

Send us Fan Mail‘Higher for longer’ fears ease as US consumers spend less. Pullback in yields propels S&P 500 to another record close. Dollar softness props up euro as ECB doves get more vocal.Risk Warning: Our services involve a significant risk and can result in the loss of you ...  Afficher plus

From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
CNBC's "Fast Money"

Commodity prices got crushed in May, with crude oil seeing its worst month since November 2021. So will falling prices become a tailwind for the consumer and the market? Plus, while tech stocks have been rallying in the last few weeks, one top investor says the run has come to ...

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