President Donald Trump has touted a $2,000 “dividend” check for each American tied to tariff revenue. While this concept has been talked about publicly, it has not finalized or approved by Congress. Read Next: Trump’s $2K Dividend: What Middle-Income Americans Could Expect Find Out: How Middle-Class Earners Are Quietly Becoming Millionaires — and How You Can, Too Still, the idea of another stimulus package raises a useful question for investors: If checks like that ever did go out, what could happen to t ...

One of the standout stories of the markets in 2025, the participation of the retail investor. Even bigger than we might have thought according to some new data. Christina Partz joins us with more on that.What do we know. >> Well, retail traders are just having a breakout year. That's what we know.They're pouring money into markets at nearly double the 5-year average. That's 53% above last year's level. And this according to JP Morgan.So, what it's working, what are they doing. Well, JP Morgan says the winni ...

Core Insights - The discussion emphasizes that activism in investing is not limited to billionaires, and retail investors can also have a significant impact on companies [1][2][10] Group 1: Activist Investing Steps - The first step for retail investors is to identify companies that align with their values [2] - Engaging with like-minded individuals is crucial for influencing a company's direction [2][5] - Achieving a certain level of ownership allows investors to vote for board members, thereby influencing company governance [3][6] Group 2: Role of Younger Investors - Younger investors typically start their activist journey early by connecting with others who share their values [4][7] - As they progress, they become more involved in discussions about company direction and financials [7][8] Group 3: Collective Action and Retail Investor Power - The meme stock phenomenon illustrates the power of collective action among retail investors [8][10] - Retail investors now own more shares than institutional investors in many NASDAQ and NYSE firms, indicating a shift in power dynamics [9][10] Group 4: Impact of AI on Investing - AI is transforming the landscape for retail investors, enabling them to conduct analyses previously reserved for institutional investors [12][19] - Retail investors can leverage AI for financial planning and investment management without needing extensive technical skills [14][20] - AI tools can assist in tracking the activities of established activist investors, providing insights for retail activists [16][17] Group 5: Future of Activism and Technology - The convergence of technology and investing is expected to significantly change wealth management and investment strategies [18][19] - Next-generation investors are encouraged to educate themselves on AI to enhance their investment capabilities [20]

Market Overview - The current market sentiment is characterized by skittishness surrounding valuations, leading to a potential shift from high beta stocks to higher quality investments [5][6][10] - The S&P and NASDAQ are in a relatively stable position, needing to fall another 2-3% to test their 50-day moving average [8] - Institutional investors have shown a defensive posture, with record net selling of equities after previous buying, indicating a cautious approach [9][10] Investment Trends - There is a noticeable trend towards quality stocks, particularly in the healthcare sector, as the market begins to favor companies with solid fundamentals over high momentum names [6][14] - Retail investors continue to play a significant role in the market, representing 25% of trading volume, and are shifting focus towards higher quality opportunities [20][21] - The AI revolution is influencing investment decisions, with companies that can demonstrate effective integration of AI into their operations being rewarded [14][16] Future Outlook - The market is expected to remain volatile, particularly in technology trades, but underlying strong fundamentals support valuations outside of high momentum names [16][24] - There is optimism for the end of the year, with seasonal trends historically favoring equity markets and potential corporate buybacks contributing to market strength [16][18] - The shift away from low-quality, non-profitable stocks towards more stable investments is seen as a positive development for the broader market [21][24]

But today, a reversal. We're higher across the board. Volatility certainly has picked up in the last month.And your next guest says data on you, the retail investor, suggests no big rush for protection or hedging. Huh. Dungeon Bannery is the lead writer for Markets Live at the Wall Street Journal, CNBC contributor.Um, does this mean people aren't nervous. Hello, by the way. >> Hello, Brian.It does not like it does not look like people are very nervous. In fact, a lot of them are buying the dip as we can see ...

Market Outlook - Bull market is expected to continue due to economic growth, resilient corporate profits, and supportive policy [1] - Missing a bull market can be very costly for investors [1][2] - The S&P 500 has increased by 89% since the beginning of the current bull market [2] - The average bull market gains 192% since 1950, suggesting potential for further growth [3] - Historically, the average gain for the S&P 500 in year four of a bull market is 162% [4] - If the historical average gain of 162% is applied, the S&P 500 could reach around 7710 [5] - Seven out of the previous ten bull markets extended beyond three years [5] Investment Strategy - Investors should focus on capturing upside rather than excessive hedging [2] - Retail investors accelerated their weekly stock purchases, with net purchases at $7 billion this week, above the two-month average of 53% per week [8] - Retail investors are favoring ETFs over single stocks [8] - A strong finish to the year is expected, potentially extending into April of next year [11][12]

Core Insights - Fidelity Investments is launching a significant upgrade to its trading platform, Fidelity Trader+, to cater to the increasing demand for advanced tools from self-directed individual investors [1] - The new platform will provide real-time analytics and customizable charts, targeting the most active traders who are shaping market dynamics [1][2] - This initiative is part of a broader trend among brokerage firms to attract more retail investors, who have been crucial in supporting market stability since the COVID-19 pandemic [3] Retail Investor Engagement - Fidelity identifies its most engaged customers as those who trade individual stocks and ETFs, utilizing customizable analytical tools for real-time portfolio tracking [2] - Other firms, such as Robinhood and Moomoo Financial, are also enhancing their offerings to retail investors, with Robinhood introducing a social media feature for strategy sharing [4] - The competition among brokerages is intensifying, with a focus on providing innovative trading experiences and access to popular IPOs [4] Market Impact of Retail Investors - Retail investors are estimated to account for approximately 8% of the total dollar value of stock trading, with this figure doubling for popular stocks like Nvidia and Tesla, marking a fourfold increase from pre-pandemic levels [6] - Citadel Securities reports that retail investors may represent nearly 20% of trading volume, especially during high-profile IPOs, highlighting their significant role in market support during downturns [7]

Hello everyone. One of the biggest pessimists on Wall Street. He just flipped bullish. Watch out. A housing expert is going to explain to us just how much your income needs to increase to make housing more affordable again. And one of the best traders alive, he's going to sit down with me and explain what he's seeing in the market right now that makes him so cautious. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. I'm trying to get to 1 mill ...

Investment Opportunity - Robinhood Ventures Fund I 旨在让任何散户投资者都能在初创企业中赚钱 [1] - 该基金的细节尚不清楚 [1]

RT Merryn Somerset Webb (@MerrynSW)You want to see IPOs in the UK.. and the return of the retail investor to the UK market? Stop making it complicated.. and just make the market go up (via pension and ISA nationalism). Money attracts money.. https://t.co/g2ChaSELEw ...