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Setup for equities into year-end is pretty positive, says Wells Fargo's Ohsung Kwon
CNBC Television· 2025-11-07 20:27
Let's talk about it all with Osan Kuan. He is the chief equity strategist at Wells Fargo joining us on set. And I know this week's been a little bit weird, but the stock market we're supposed to buy when prices go down.So, you remain bullish. >> That's right. I think you buy the dip here.Um I think the setup for equities into the year end is pretty still pretty positive. Uh we just had a actually really good earning season when companies beat by 8% on EPS. It was actually the broadest beat that we saw uh in ...
Private Credit ETFs: Takeaways From ALTSTX
Etftrends· 2025-11-06 12:46
Core Insights - The research focus is shifting from equities to alternative investments such as crypto, commodities, and private markets, indicating a diversification in investment strategies [1] Group 1 - The trend towards alternatives does not imply that equities have lost their appeal, suggesting that equities remain a relevant investment option [1]
Very unusual to have such high concentration in equities, says Apollo Global's Torsten Slok
CNBC Television· 2025-11-05 19:47
Let's kick it off with one of the smartest people out there. Apollo global management chief economist Torsten Sllock. Love the stuff and the data that you and your team put out.Torston, one of those is this. Earnings expectations for the so-called magnificent 7 have gone up. But for the other, say 493 S&P 500 stocks, they have not.How do we read that. Well, the key issue here is that since the beginning of the year, we've seen a very bifurcated market obviously and is not only in terms of performance, but w ...
Stock Market Strength Isn't Undermining Gold
Seeking Alpha· 2025-11-03 16:44
Call it the year of the inflation trade. At least that’s how many investors are characterizing 2025 with its persistent, yet atypical, strength in both gold and equities.Clif Droke is the chief analyst for the Cabot Turnaround Letter. He has covered equities and commodities, specializing in gold, since 1997 and has worked for Cabot Wealth Network since 2020.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such posi ...
X @Bloomberg
Bloomberg· 2025-11-02 13:15
Australia’s sovereign wealth fund recorded a 13.7% return for the 12 months through September, supported by equities and alternative assets https://t.co/DHILyzXpTv ...
Tax-Free Dividends: A Game Changer for Investors
Digital Asset News· 2025-11-01 08:18
There was a a snippet of a of a video where Michael Sailor explained how the dividends are essentially taxfree. And I was thinking about that. I'm like, you know, for the average American or average anybody who has access to equities, for them to get into it and have a dividend that is taxree is a major major advantage.And a lot of people should take advantage of that. Um, yeah. But I will tell you though is it's a little it's a little concerning that the price itself is down.But I mean it really is attache ...
Opportunities In Equities: Why Markets Will Broaden
Fidelity Investments· 2025-10-31 18:42
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...
X @Bloomberg
Bloomberg· 2025-10-31 10:28
South African equities are on track for their longest monthly winning streak since early 2013 https://t.co/mnwT4k9He2 ...
X @Bloomberg
Bloomberg· 2025-10-31 09:46
US equities have zoomed to another banner year, but going by the derivatives market, there may not be much left in the tank https://t.co/eAAMmSFFcX ...
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-10-30 01:59
Gold passed the baton off to equities. If history is any indication, as the Fed eases into a growth slowdown, with plans to end QT on Dec. 1, equities will pass the baton off to bitcoin.Early to mid-December. Path of least resistance is more chop until then. Start your engines.Lawrence Lepard, "fix the money, fix the world" (@LawrenceLepard):Gold broke out on Sept. 3.Do the math..... ignition starts on Dec. 12!perhaps sooner..... https://t.co/ezj70xRIUD ...