Workflow
Cash on the Sidelines
icon
Search documents
Cash Rich
Etftrends· 2026-02-23 19:58
Cash Rich | ETF Trends### There's plenty of money on the sidelines that could move into stocks---Content continues below advertisement---Investors keep on building their cash war chest.Assets in money market funds currently stand at $7.7 trillion—which equals roughly one-tenth of the size of the entire U.S. stock market—down just slightly from their all-time high of $7.8 trillion in early January (see the chart). Last year, money market fund assets swelled by $860 billion—even as the Fed cut a key short-ter ...
Howard: I think the S&P could double in 5 to 6 years
CNBC Television· 2025-08-28 11:36
Market Sentiment & Investment Opportunities - Nvidia's strong earnings report, with only one segment missing expectations, suggests potential overreaction to the data center revenue miss, presenting a buying opportunity [1][2][3] - The market is currently experiencing a "Spanish pause" or "summer doldrums" with lower trading activity, but is expected to firm up in the next few weeks [7][8] - Analysts believe the market is in a solid uptrend, and pullbacks of 2-5% in strong companies like Nvidia represent buying opportunities for long-term gains [3][5] - The short, intermediate, and long-term view on the market is bullish, with expectations for the S&P to potentially double in the next five to six years [4] Company Performance & Growth - Nvidia is considered an A++ company with strong earnings and revenue growth [2] - Interactive Brokers is viewed as incredibly strong, benefiting from increased investor participation in the market and its addition to the S&P 500 [6] - Interactive Brokers' inclusion in the S&P 500 acts as a tailwind, as every share purchased in the S&P 500 includes a small piece of Interactive Brokers [6] Market Outlook & Financial Conditions - The S&P 500 is projected to reach 6,700 by year-end, revised upwards from an earlier estimate of 6,500 [9] - There is $74 trillion (7.4% trillion) in money market funds, which could flow into equities if the Federal Reserve drops interest rates, potentially pushing the market higher [10] - The market is building up steam for a strong final quarter of the year [8][9]