“Nvidia is absolutely going to incur some type of demand-driven air pocket over the next few years”

by Marketing | May 21, 2024 | Market Notes, Media Notes

Why Nvidia’s earnings may not move the stock much

“It’s a pretty good report for the Fed as far as wanting to see rate cuts sooner”

by Marketing | Mar 8, 2024 | Market Notes, Media Notes

TREASURIES-US yields fall after mixed jobs report

“Debt has become so expensive to a point where the debt is more expensive than the cap rates on a lot of these properties that they’re [homebuilder companies] trying to buy”

by Marketing | Jul 28, 2023 | Market Notes, Media Notes

Buy Lennar & UnitedHealth, Sell utilities: Portfolio manager’s top trades

“If you look at the absolute level, what I would say the market focuses on over longer periods of time, the US consumer remains very, very strong”

by Marketing | Jul 28, 2023 | Market Notes, Media Notes

Fed’s messaging has been consistent, but market isn’t listening: Strategist

“I’m actually very bullish on materials and even more bullish on energy moving forward”

by Marketing | May 4, 2022 | Market Notes, Media Notes

Analyst: ‘I’m actually very bullish’ on materials and energy markets   Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...