Workflow
Valuations
icon
Search documents
Investors are weighing a lot of different scenarios right now, says Empower's Marta Norton
Youtube· 2026-03-24 21:11
MORE TALK THAT, YOU KNOW, MAYBE IN THE SHORT TERM, THIS TOLL ROAD THROUGH THE STRAIT IS THE MOST VIABLE PATH. MELISSA. >> PIPPA, THANKS. PIPPA STEVENS FROM HOUSTON.FOR US, A NUMBER OF FACTORS HAVE BEEN WEIGHING ON THE MARKET, FROM OIL PRICES TO RISE IN YIELDS TO A SHIFT IN EXPECTATIONS FOR MONETARY POLICY THIS YEAR. SO WHAT MATTERS MOST FOR WHERE EQUITIES GO NEXT. JOINING US NOW IS PIPER SANDLER CHIEF INVESTMENT STRATEGIST MICHAEL KANTROWITZ AND EMPOWER CHIEF INVESTMENT STRATEGIST MARTA NAUGHTON.BOTH OF YOU ...
X @Michaël van de Poppe
Michaël van de Poppe· 2026-03-06 19:39
Regardless of a wider correction on the markets, or the current correction on Friday.Almost all of the valuations are enormously low, which means it's such a great time to accumulate positions on #Bitcoin & #Altcoins. ...
Straits Times Index at a Record Level: What Matters More Than the Number
The Smart Investor· 2026-02-24 03:30
The Straits Times Index (SGX: ^STI) has reached a record high, crossing the 5,000-mark for the first time on 12 February 2026.This milestone triggers both excitement and caution amongst investors, who may wonder if the market is becoming “too expensive”. However, the index number alone tells very little about what we should do next. Let’s break down what truly matters when the markets hit new highs, and what is just noise.  Why Record Levels Feel So ImportantWhen news screams about market highs, it feels si ...
Where to Invest ₹1 Million in India in 2026
Bloomberg Television· 2026-02-20 09:45
CORPORATE BONDS. IN OUR SORT OF, HOW DO I PUT IT. OUT-OF-THE-BOX RECOMMENDATION IS A PROPOSAL TO INVEST IN A MUSIC LIBRARY.LIKE I SAID, GOLD IS PRETTY MUCH ON EVERYONE'S RECOMMENDATION LIST, EVEN NOW WHEN WE ARE FOUR EXPERTS IN THAT PIECE, WHICH IS A VERY POPULAR READ IN INDIA. OTHERWISE, THE STRATEGIES SEEM TO RANGE FROM LET'S BE CAUTIOUS, THERE ARE CHALLENGES YET. THE OTHER SIDE IS THE WORST IS BEHIND US.I HAD SOMEONE FROM THE FORMER CAMP, THE CEO OF ALPHA GRAB INVESTMENT MANAGEMENT, I THINK HE IS ADVOCAT ...
X @Michaël van de Poppe
Michaël van de Poppe· 2026-02-18 07:58
#Bitcoin remains to be stuck in the range.You'd like to see a clear breakthrough on any direction, but since the collapse earlier this month, no price action has provided that as of yet.Matter of patience, as zoomed out, the valuations are still significantly low vs. Gold or other assets. ...
Software Stocks Selloff: What's Behind the Rout?
Bloomberg Television· 2026-02-06 11:02
The situation is the anthropic the proximate cause of this selloff was anthropic. The reason this tool that was going to easily compete within the legal services. And but this decline has been going for a while.There's been a year's worth. They sort of peaked in summer 2025. And so fish stocks have gradually been selling off since then.I think the idea is basically like when the Internet came along and kind of hopped on, you know, news publishing music, high street retail. The idea is, no, it's the ton of l ...
Is now the time to invest in international stocks?
Yahoo Finance· 2026-02-04 20:00
Last year we saw almost ma all major international markets outperform the US and you know after 15 years of uh having outperformance now other markets I think will catch up on the US market because the in terms of valuations the US is a bit more expensive than other market. So David, share with our listeners and viewers why we're starting to diversify our personal investments a little bit away from the United States. >> Yeah.Well, international markets have outper outperformed US markets and since the begin ...
Expect more runway for international ETFs in 2026, predicts JPMorgan's chief ETF strategist
CNBC Television· 2026-01-29 18:11
Welcome back to the halftime report. I'm Dominic Chu with your ETF edge. While some have called recent outperformance of international markets just a catch-up trade, there's a case for more fundamental investing changes a foot.Joining me now is John Mayer, the chief ETF strategist over at JP Morgan. So, John, let's talk a little bit about what is driving that international outperformance. Is it just dollar weakness or can we count on more momentum.>> Uh, thanks for having me. Um I think that international m ...
Health Insurer Stocks Flatline on Medicare Rates, UNH Example Trade
Youtube· 2026-01-27 17:00
We're back on Morning Trade Live. Let's focus on health insurers. United Health, Humanana, CVS, and Elevance are all moving lower this morning after the Trump administration proposed keeping Medicare Advantage rates relatively flat in 2027.You can see how much that is impacting these stocks right now down in double digits. We are seeing some heavy heavy selling pressure this morning despite the fact that actually we heard from United Health with respect to their earnings. But this story is not helping.So th ...
Skyrocketing Valuation Increases Appetite for Private Investments
Bloomberg Technology· 2026-01-23 18:18
Is this sustainable, this extent that companies are staying private for longer and will the wall of money still come in. I think what we've seen is a structural change in how companies capitalize themselves. This is driven by some very enduring factors, such as regulation.Sarbanes-Oxley made it more difficult to be public, and aspects of the JOBS Act made it easier to stay private. But I think there's also been a cultural change amongst companies. I think founders today realize that you can build a better, ...