Asset Allocation
Venture Capital Is in the Dumps, But the Money Keeps Rolling In
While IPO paydays have dwindled, first-quarter VC investments outpaced all of 2021’s.
Tag: Stock Market
Asset Allocation
The First Quarter Was Bad for Asset Managers’ Stock, Even Though Their Fourth Quarter Earnings Ruled
Amid the market carnage of early 2022, the long-term outlook is good for the money mavens.
Risk
And Now, to Brighten the Gloom, a Bullish Take
Fundstrat’s Tom Lee makes the plucky case for a 20% rally.
Risk
Just How Would a Ukraine War Affect Stocks?
History says it wouldn’t be so bad, per LPL’s Detrick—but his stats show it’s worse when the US ends up in a conflict.
Risk
Stop Buying on the Dips, Says Evercore—It’s Not Safe
The market has more to fall, so investing now makes no sense, according to the firm’s technical analyst, Rich Ross.
Risk
The Case Against a Bear Market, Per Ned Davis
Stocks have had a rotten start this year, but they won’t get too much worse, the research firm says.
Risk
Will the Federal Reserve Go Too Far?
What if its tightening program squelches a now-imperiled economic recovery? Natixis’ Lavorgna wonders.
Risk
What’s Next? A Correction, Not a Bear Market, Says Stovall
History suggests that we’re only in for a correction—that is, a 10% drop, according to the CFRA sage.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Risk
Don’t Worry: The Economy Will Boom Up Ahead, Says Dimon
Despite widespread unease, the JPM chief has faith in strong household finances and the Fed.
Asset Allocation
Byron Wien: Gold Price Will Hit Record This Year
The Wall Street sage issues a prediction for the metal among his 10 expected ‘surprises’ for 2022.
Risk
Exclusive: What Does the Omicron Variant Mean for Investors? Nick Moakes, CIO of Wellcome Trust, Shares His Thoughts
The health research fund successfully shielded its investments from the downturn in March 2020 by preparing for the pandemic in January.
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
Market Moves
Buy the Dips Is So … Last Month
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
Asset Allocation
Why Wall Street Is Eyeing a Correction Coming Soon
Numerous strategists think things are getting dicey as we enter stocks’ lousiest month historically.