Workflow
Investment Services
icon
Search documents
Bank On The Fed's Economic Growth Forecast With 2 Magnificent Dividends
Seeking Alpha· 2025-09-27 14:30
Save yourself thousands of dollars by creating a portfolio that pays you to hold it. No selling required to fund your retirement dreams. Tired of going it alone or visiting a financial advisor who just doesn't seem to care? Join our lively group! Our Income Method generates strong returns, making retirement investing less stressful and straightforward .Interest rates are rarely cut when the economy is surging with strength and growth. Cuts are designed to spur the economy onward, much like pressing down on ...
CarMax: That Was An Ugly Quarter (NYSE:KMX)
Seeking Alpha· 2025-09-25 15:59
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
CarMax: That Was An Ugly Quarter
Seeking Alpha· 2025-09-25 15:59
Core Insights - BAD BEAT Investing, led by Quad 7 Capital, has been providing investment opportunities for nearly 12 years, with a notable call in February 2020 to sell everything and go short, maintaining an average position of 95% long and 5% short since May 2020 [1] - The team consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences, focusing on both long and short trades [1] - The investment strategy emphasizes short- and medium-term investments, income generation, special situations, and momentum trades, aiming to educate investors on becoming proficient traders [1] Company Offerings - BAD BEAT Investing provides well-researched trade ideas weekly, along with access to 4 chat rooms and daily summaries of key analyst upgrades and downgrades [2] - The program includes education on basic options trading and offers extensive trading tools to enhance investor knowledge and execution [2]
There’s Nothing Special About Dan Ives’ New AI ETF, and Even the Chatbots Agree
Yahoo Finance· 2025-09-24 20:53
Watch this space, mark this date, and bookmark this URL. This is one we’ll likely return to within the next year or two. Because as has been the case in every past stock market cycle (at least the ones I’ve seen since the 1980s), there are events and occurrences that, at the time, do not get much attention. But some time later, traders wish they had. And so it is with the Dan Ives Wedbush AI Revolution ETF (IVES). The fund launched in early June and appears to have had about $60 million in initial assets ...
May be still young in AI revolution lifecycle, says SoFi's Liz Thomas
Youtube· 2025-09-24 19:32
Market Overview - The current market is being compared to the late 1990s, raising questions about its sustainability and the remaining time in the current cycle [1][2] - There is a strong excitement surrounding the AI revolution, suggesting that this sector may still have significant growth potential [2][3] Investment Trends - A basket of unprofitable tech companies has surged by 21% since the end of July, contrasting with a 2.1% increase for profitable tech and nearly 6% for the NASDAQ 100, indicating a shift in investor risk appetite [4][5] - The market is experiencing froth, particularly in popular sectors like tech, communications, and consumer discretionary stocks, which are likely to remain favored by investors [6][7] Valuation Concerns - Current stock valuations are high, with the S&P 500 in the 95th percentile and the Buffett indicator at all-time highs, suggesting a potential overvaluation [9][10] - The focus should be on earnings growth rather than multiple expansion, as strong earnings can mitigate the impact of high valuations [10][11]
Defensive Positioning in Consumer Sentiment Shift, U.S. & Europe Divergence Widens
Youtube· 2025-09-24 15:01
Economic Overview - The economy is characterized by a bifurcation, with disparities between high-income and low-income consumers, as well as differences in capital expenditure (capex) related to AI versus traditional sectors [2][3] - The stock market reflects these bifurcations, with strong performance in AI infrastructure and data center sectors, while traditional defensive areas are underperforming [3] Currency and International Markets - The dollar has shown weakness, influenced by the Fed's cautious rate outlook and economic data from Germany, with expectations of growth slowing in the US while accelerating in the Eurozone [4][6] - A weak dollar has contributed over 1000 basis points to international stock returns for US investors this year [7] Consumer Sentiment and Spending - There is a noted disconnect between Wall Street performance and the broader economy, with concerns about concentration risk among companies reliant on consumer spending [8] - Consumer sentiment is currently mixed, with robust consumption observed in higher-income brackets, while demand destruction is noted in tariff-impacted goods [10][11] Chinese Market Dynamics - Recent optimism in the Chinese market is highlighted by the Shanghai composite reaching a 10-year high, with a shift in perception from "uninvestable" to potential investment opportunities [12][13] - The MSCI China index has seen a year-to-date gain of over 35%, primarily driven by multiple expansions rather than earnings growth, raising questions about sustainability [14]
If you think you're ready to retire, think again — Money moves to avoid a financial crisis in retirement
Yahoo Finance· 2025-09-23 16:19
Core Insights - The average retirement savings for Americans has decreased to $88,400 in 2024 from $89,300 in 2023, indicating a concerning trend in retirement preparedness [2] - Financial expert Suze Orman emphasizes that the average American's savings will only last about three years, highlighting the urgency for better financial planning [1][2] Group 1: Savings Strategies - Maximizing savings can be achieved through tools like Acorns, which automatically rounds up purchases and invests the spare change, making saving effortless [3] - Certificates of deposit (CDs) are recommended as a low-risk option for growing retirement savings, offering rates significantly higher than traditional savings accounts [4] Group 2: Financial Assessment - A thorough review of personal finances is essential, with a focus on comparing spending to savings and cutting unnecessary expenses to boost retirement contributions [5] - Shopping around for better rates on essential expenses, such as insurance, can lead to significant savings, with tools like OfficialCarInsurance facilitating comparison [6]
AutoZone: We See It Heading To $5,000 (NYSE:AZO)
Seeking Alpha· 2025-09-23 15:54
Group 1 - The core focus of Quad 7 Capital is to provide investment opportunities through their BAD BEAT Investing platform, emphasizing both long and short trades [1] - The team consists of 7 analysts with diverse expertise in business, policy, economics, mathematics, game theory, and sciences, aiming to educate investors on proficient trading [1] - Since May 2020, the company has maintained an average position of 95% long and 5% short, showcasing a strategic approach to market conditions [1] Group 2 - BAD BEAT Investing offers various benefits, including weekly well-researched trade ideas, access to multiple chat rooms, and daily summaries of key analyst upgrades and downgrades [2] - The platform also provides education on basic options trading and extensive trading tools to enhance investor knowledge and skills [2]
AutoZone: We See It Heading To $5,000
Seeking Alpha· 2025-09-23 15:54
Group 1 - The core focus of Quad 7 Capital is to provide investment opportunities through a team of 7 analysts with diverse expertise, emphasizing both long and short trades [1] - The company has a notable track record, particularly highlighted by their February 2020 recommendation to sell everything and go short, maintaining an average position of 95% long and 5% short since May 2020 [1] - BAD BEAT Investing aims to educate investors on trading proficiency, offering in-depth research with clear entry and exit targets to save time for investors [1] Group 2 - Benefits of BAD BEAT Investing include understanding market dynamics, receiving well-researched trade ideas weekly, and access to multiple chat rooms for discussions [2] - Members receive daily summaries of key analyst upgrades and downgrades, along with learning opportunities in basic options trading and access to extensive trading tools [2]
TradePMR Offers 0.5% Asset Match on New Deposits for RIA Clients
Yahoo Finance· 2025-09-23 10:00
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. TradePMR, the custodial services provider acquired by Robinhood last year, has introduced a cash match program for the end clients of registered investment advisors on its platform, akin to the deposit bonuses and cash incentives that have existed in the retail investing space for years.  The Asset Match program offers a 50 basis point, or 0.5%, cash match on new assets going into TradePMR a ...