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X @TechCrunch
TechCrunch· 2025-07-13 14:32
UK launches £500 package to support diverse, underrepresented investors and founders | TechCrunch https://t.co/82vp9HEF7E ...
X @The Economist
The Economist· 2025-07-13 12:20
American companies are carrying out “simplifications”, “strategic realignments” and other euphemisms for sackings, in an effort to reassure investors https://t.co/DhrISBRU8r ...
Bitcoin will have consistent demand over supply, says Bitwise's Matt Hougan
CNBC Television· 2025-07-11 18:13
We're joined by Bitwise CIO Matt Hogan and Hogan and Coin senior strategic adviser Emily Parker. Appreciate y'all's time. Um Matt, I'll start with you to apologize for the mispronunciation, but in all honesty, everyone's asking me.I don't know what the answer is. Why is Bitcoin shooting higher right now. Yeah, thanks for having me on.I think it's a really simple answer. There's unrelenting demand from corporations and institutional investors, and that's colliding with severely limited supply. You know, the ...
X @The Economist
The Economist· 2025-07-11 12:20
Silicon Valley’s venture capitalists are jealous of people like you. Lately ordinary retail investors have seen all the upside to the firms founded with their money. On “Money Talks”, how the VC industry is changing https://t.co/KuucLOMWbW ...
Nvidia tops $4T — Is the bull market just getting started?
Yahoo Finance· 2025-07-10 10:01
Market Outlook & Strategy - Carson Group maintains a bullish outlook, anticipating a 12-15% gain for the S&P 500 by year-end, despite potential risks [19][24] - The firm advocates for diversification ("When in doubt, diversify it out") and has shifted some US equity exposure to developed international markets [13][14] - The market's current "sweet spot" (S&P 500 up 5-10% mid-year) historically suggests further gains in the second half [21][22] - Carson Group is overweight equities relative to bonds, expecting interest rates to remain somewhat elevated due to increased spending and deficits [35] Economic Factors & Fed Policy - The strategist believes the economy is stronger than perceived, with potential for earnings to exceed expectations [25] - The market is closely watching the Federal Reserve's actions, with potential market sensitivity to the Fed not cutting rates as much as anticipated [6][7] - While a 25 or 50 basis point cut may not significantly impact the market, a 300 basis point cut could signal economic distress [37][38] - High deficits, currently around 6.5% of GDP and potentially rising, historically haven't always negatively impacted markets [35][36] Sector & Investment Opportunities - Technology sector's resurgence, exemplified by Nvidia's $4 trillion market cap, signals a healthy bull market with broad participation [2][39] - Financials are highlighted as an underappreciated sector, with banks having delivered strong earnings [45] - Small and mid-cap stocks are considered potentially undervalued, especially in comparison to Europe, which has seen significant gains [54][55] Risks & Concerns - Potential risks include trade developments, the impact of tariffs on consumers (expected in the second half of the year), and a slowing economy [5][28][29] - August and September are historically prone to market hiccups, suggesting a potential correction in the fall [53] - Overly negative sentiment is not currently a major concern, as hedge funds remain net short and sentiment indicators are mixed [50][51]
Why is India Reining in a Derivatives Boom?
Bloomberg Television· 2025-07-09 16:17
[CC may contain inaccuracies] In just a few years, India's derivatives market surged to become the world's largest by one year. But the runaway growth has the country's market watchdog on edge. Last week, the Indian regulator, Sebi, imposed a temporary ban on one of the markets biggest players.India's market regulator is barring Jain Street from access to its local securities market. Sebi alleged the New York based company misled retail participants through index manipulation. It even ordered the seizure of ...
Battle between individual and institutional investors is key to the market, says Jim Cramer
CNBC Television· 2025-07-08 23:39
Market Trends & Investor Behavior - The market is experiencing a battle between individual and institutional investors, which may hold the key to future market direction [1] - Despite negative news regarding tariffs, trade, and slowing demand, the market has continued to rise, leading some to believe it is irrational [2] - The market swiftly recovered after a significant sell-off, defying expectations of a bear market [3] - Bank of America's research indicates significant equity outflows led by institutions and hedge funds [4] Institutional vs Individual Investor Activity - The report highlights the largest week of selling in almost a year, yet the S&P 500 is up 17% hitting new all-time highs [5] - Institutional clients have been net sellers in eight of the last nine weeks [6] - Corporate client buybacks have slowed to the lowest weekly level since October 2023 [6] Key Data Points - Dow declined 166 points [1] - S&P dipped 007% [1] - NASDAQ inched up 003% [2]
X @Token Terminal 📊
Token Terminal 📊· 2025-07-08 20:18
RT modest proposal (@modestproposal1)According to Empirical the share of trading by fundamental investors has reached an all time low. Retail now accounts for close to 20% of trading, approaching jan/feb 2021 highs, while fundamental LO and HFs are down to 15%. https://t.co/L9Yrwf1BXi ...