Risk
10 Predictions for 2024, in Memory of Byron Wien
JPM’s Cembalest gives prophecy a try in a tribute to the late market sage.
Tag: vaccines
Research
Biotech Investment Could Be Approaching a ‘Golden Age’
J.P. Morgan strategist Jared Gross sketches out how small life sciences firms are now well-placed due to higher federal research funding and a more receptive FDA.
Asset Allocation
Ackman: Delta Variant Won’t Stop a Roaring Economy
Recovery stocks are the place to be, says hedge fund chief, in contrast to his jeremiads of 2020.
Coronavirus - COVID-19
Vaccine Elation Will Lead to the Market’s Fall, BofA Sage Warns
The S&P 500’s happy days are numbered, with investors blind to Washington overreach, says Michael Hartnett.
Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Market Moves
Market Already Has Priced in Good 2021 Earnings, Says Moody’s
Profit forecasts are heady for next year, after 2020’s bust. But it won’t boost stocks much, John Lonski says.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
Market Moves
Post-Virus, It’s Back to the Way Things Were, Right? Not Quite
Investing will be somewhat different in the world after the pandemic, Capital Group says.