The Bank of England is on the brink of lowering interest rates. But one very entertaining factor could get in the way, strategists at TD Securities predicted this week.
3 min readMarkets
French stocks suffered their worst week in almost two years, while yields on French government bonds rose sharply relative to their German counterparts.
4 min readRespondents credit easier online access to trading and bank accounts, and more ways to invest. That confidence doesn’t extend to financial advice from online influencers.
4 min readScratching beneath the surface reveals legitimate concerns. Bad breadth is just one of them.
3 min readTrading activity in Berkshire Hathaway’s pricy class A shares has nosedived in the past week. It’s unclear why, but there are clues.
3 min readAdobe surges after the software company tops earnings estimates and boosts fiscal-year guidance, cruise stocks fall on pricing concerns, and Tesla declines after shareholders reapprove Elon Musk’s pay package.
3 min readMost investors are better off with long-cycle themes and blue-chip stocks that pay dividends and are held for at least three to five years.
3 min readBlame the recent slide of the Dow Jones Industrial Average on the fact that it is price-weighted, and more exposed to lagging cyclicals than red-hot techs.
3 min readThe so-called six-month implied correlation index indicates this is a great time to pick individual stocks. But history shows investors are likely to do better with an index fund.
4 min readProspects of a far-right party win are the latest reminder to investors not to dismiss the power of political uncertainty on markets.
4 min readA success would be a gamechanger for the biotech company known for its HIV treatments.
2 min readEconomic forecasters have been throwing in the towel on their recession calls. Not so fast, suggest the bond market and business activity.
3 min readTesla CEO Elon Musk, fresh off a win for his pay package, sees the company’s robot business alone reaching up to $25 trillion in value.
3 min readRegistered investment advisors have built lucrative practices that are attracting big private-equity firms.
Long readWhile the Fed sits on its hands, the S&P 500 index has hit four new closing highs on track to a 1.4% gain this week, and the Nasdaq Composite has advanced 3%.
3 min readOn Thursday evening, the index added Arm Holdings, the U.K. chip maker, and dropped Sirius XM Holdings in a move that Barron’s had predicted could happen.
2 min readKeith Gill shared a screenshot of an account that held more than 9 million shares in the videogame retailer, up from 5 million shares in a similar shot from Monday.
1 min readMicron Technology, Taiwan Semiconductor Manufacturing, Coherent, and Qualcomm have also done well this year.
1 min readMicrosoft has had to delay an AI-powered feature on its PCs over privacy concerns.
1 min readInvestors are gravitating to both solid yields and a handful of runaway stocks. Yes, it could end badly.
Long read