Long-Term Investing
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T.D. Cowen's Craig Hutchison talks how to play nuclear power right now
CNBC Television· 2025-11-19 00:23
For more on where the nuclear trade is headed, TD Cowan's Craig Hutchinson joins us now. He is a firm's base metals analyst. Craig, great to have you with us.Um, I saw you sort of smiling when when Kramer was going off on the end of magical investing. Um, can you sort of tell us why Kramer's wrong. >> Yeah.No, I I respectfully disagree and thanks for having me on the show. Um, I think you you got to look at the uranium sector really as a long-term play. Um the uranium miners, the developers, they're looking ...
长期资产回报研究——长期投资终极指南
2025-10-29 02:52
The Ultimate Guide to Long-Term Investing October 27, 2025 Deutsche Bank Research Institute As always, feel free to quote and reference the report. If so we would be grateful if you could attribute to the Deutsche Bank Research Institute. Feel free to direct people to this report and many others at www.dbresearch.com/research-institute. Authors Jim Reid Global Head of Macro and Thematic Research Henry Allen Macro Strategist Galina Pozdnyakova Research Analyst Introduction Almost everyone reading this has a ...
X @Raoul Pal
Raoul Pal· 2025-10-11 05:24
Risk Management - Avoid leverage to minimize potential losses [1] - Resist Fear Of Missing Out (FOMO) to prevent impulsive decisions [1] - Expect frequent pullbacks of around 35% in the market [1] Investment Strategy - Focus on holding a main portfolio of 3 to 5 top assets [1] - Consider a small "Degen bag" of less than 10% for trading [1] - Adopt a longer-term holding (HODL) strategy [1] - Buy The Fucking Dip (BTFD) when possible [1] Security & Perspective - Practice self-custody or multi-signature with good wallet hygiene [1] - Zoom out to gain a broader perspective and ignore short-term noise [1]
Harrington: Dividend funds can offer benefits, but be cautious about those offering huge returns
CNBC Television· 2025-09-15 11:57
Gen Z Dividend Investing Trends - Gen Z investors are increasingly interested in dividend investing as a way to supplement their income in an uncertain market [4] - Some Gen Z investors are drawn to high-yield dividend ETFs, but these can be very risky due to high leverage and underlying securities that are not dividend-oriented [2] - Experts advise Gen Z investors to be cautious about highly leveraged dividend ETFs and consider more traditional dividend funds [2][3] Dividend Investing Strategies - Dividend aristocrats, companies with a history of growing dividends for over 25 years, are a good starting point for dividend investing, although their average yield is just under 2% [6] - Investors should look for companies or funds with a long-term history of consistently paying dividends, even during economic downturns like 2008-2009 and the pandemic [7][8] - Dividend investing benefits from active management to understand the company or fund manager's philosophy regarding returning capital to shareholders through dividends and achieving capital appreciation [8][9] Balancing Dividend Yield and Price Appreciation - Investors should aim for a total return of 8-10% over the long term, combining dividend income and stock price appreciation [12] - A long-term approach is crucial in dividend investing, as income and capital appreciation are spread out over time [14] - While a high dividend yield is attractive, investors should also consider the potential for price appreciation and the overall long-term return [10][11]