S corporate bonds are trading at their highest valuations in decades, but to some investors and strategists, it’s partly an illusion fueled by government dysfunction, and company debt has room to rally more https://t.co/oK36hUzzNq ...

Core Viewpoint - Valuations are a significant concern as the market prepares for the upcoming earnings season, which will prominently feature reports from major banks [1] Group 1 - The market's fundamentals will be highlighted in the coming week with the start of earnings season [1]

High-flying Chinese chipmaker stocks tumbled Friday as mounting concerns over lofty valuations and reported margin cuts soured investor sentiment https://t.co/zoFgy5SaKM ...

Market Trends & Investment Opportunities - Small cap value stocks are showing potential, with some trading at less than 13 times earnings [2] - Generational opportunity exists to allocate capital to areas outside of tech and gold, as valuations in tech become stretched [5][6] - International markets are outperforming the S&P 500 this year and offer attractive valuations, especially if the dollar weakens [6] - Energy sector is currently out of favor, presenting potential bargains [8] - Emerging markets are a good place to invest, especially with a weakening dollar [11] Economic Factors & Risks - Concerns remain regarding the dollar's strength, deficits, and the impact of tariffs on the economy [8] - The AI buildout will require significant energy infrastructure, benefiting both traditional and renewable energy sources, particularly natural gas [10][12] Portfolio Strategy - Diversification is crucial, broadening investments beyond the concentrated tech sector [6][7] - Taking profits from AI-related investments may be prudent due to stretched valuations [4] - Gold can serve as a portfolio diversifier, but overexposure is not recommended due to its historical performance compared to the S&P 500 [13][14]

Why JPMorgan’s Rising Stock Defies Traditional Valuations And Jamie Dimon’s Own Advice https://t.co/rEqDsdzbaq ...

Why JPMorgan’s Rising Stock Defies Traditional Valuations And Jamie Dimon’s Own Advicehttps://t.co/bLBtcpRf9Z https://t.co/rBhAE8d5Jn ...

Welcome back. S&P on track to snap a 7-day win streak after hitting a fresh all-time high earlier. Here to share how they're positioning right now empowers Marta Norton and CNBC contributor Jason Snipe of Odyssey Capital Adviserss.Nice to see you both. Marta, I begin with you. What do you think about this market here.>> Well, we've certainly seen quite a run since April 8th. I think there's been fundamental underpinnings that justify the moves that we've seen. We've certainly seen earnings outpace what expe ...

Let's talk about all of this with Emily Roland. She is co-chief investment strategist at Manu Life. John Hancock Investments.Sorry about your Red Sox. I know it was tough. It's tough.All right. Um Emily, outside of baseball, it's one historical stat. Okay.But I like it. It's better than it markets usually fall 7.7%. Is the direction of this market up.I mean, Brian, nothing can stop this market right now. It's all been about momentum. It's been about technicals. It's been about embracing the pocks of the mar ...

Our next guest leads the largest tech buyout firm with 181 billion dollars in assets under management. Toma Bravo, founder, managing partner Orlando Bravo joins us now. Welcome.It's good to have you. >> Sarah, it's great to be here. Hi, Carl.Thanks for having me. >> All these deals, particularly around open AI, are they distorting the private market. >> I don't think so.I mean it's isn't it an astonishing amount of money >> and mindblowing and how quickly it it is moving now for enterprise software which is ...

I think we've seen this movie before. The expectation is that this lasts a few days, but who knows. And where I'm really focused right now, given that the fiscal impact is supposed to be minimal, it's really turning my attention to the labor market in particular.So we know that there will be a for a furlough of around 40% of federal workers, around 900,000 and a delay in pay for all federal workers. Now, the Trump administration has said that they're looking to make some of that permanent, and that could pe ...