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Timmons: Manufacturing depends on certainty to make investment decisions
CNBC Television· 2025-10-09 11:14
All right, we got to talk to you about it. Um, shutdown just in in its ninth day. Uh, we got that data from Moody's that we always bring up.For every week of the government shutdown, quarterly GDP is impacted by a tenth of a percent. What's the impact on the manufacturing sector. Are there certain parts of it that are impacted more than others.Well, I think overall, Frank, the business community in general, but certainly manufacturing depends on certainty and uh having this kind of uncertain time where we d ...
X @The Motley Fool
The Motley Fool· 2025-08-12 20:20
Which is more painful:(1) You sell a stock and it doublesor(2) You hold a stock and it drops 30% ...
Banerji: people are looking at portfolios through red or blue goggles
CNBC Television· 2025-06-17 11:31
Market Trends & Investor Behavior - Conventional investing wisdom suggests separating politics from portfolio decisions, but many Americans find this challenging, viewing investments through partisan lenses [1] - Investors' political affiliations influenced their investment decisions, with Trump voters buying during market dips and others moving money abroad due to policy concerns [2] - Money managers observed stark divisions along party lines in client calls, with Republicans remaining steady and Democrats expressing portfolio anxieties [2] - Partisan portfolio management emerged during the Obama presidency and intensified during the Trump era, coinciding with heightened political and social divides [3] - The "optimism gap" between Democrats and Republicans regarding the stock market's 6-month outlook is the widest since 2001, based on Gallup data provided to the Wall Street Journal [5] - Intense polarization is increasingly reflected in stock portfolios [6] - Wall Street is attempting to capitalize on this political divide with the emergence of anti-woke ETFs and other related investment strategies [7]