The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking. Megan Horneman, who oversees $4.1 billion in assets under management, thinks there’s too much complacency around the Aug. 1 U.S. trade deadline. “This market is pricing in the perfect situation,” she told CNBC’s “Fast Money” on…
Investor Steve Eisman of “The Big Short” fame thinks it’s dangerous to chase upside right now. “I have one concern, and that’s tariffs. That’s it,” the former Neuberger Berman senior portfolio manager told CNBC’s ” Fast Money ” on Monday. “The market has gotten pretty complacent about it.” Now podcast host of “The Real Eisman…
Join us for the ultimate, exclusive, in-person, interactive event with Melissa Lee and the traders for “Fast Money” Live at the Nasdaq MarketSite in Times Square on Thursday, June 5. Global investors are undergoing a structural rethink of their exposure to U.S. markets, according to economic expert Rebecca Patterson. Patterson, who served as Bridgewater’s chief…
To get more personalized investment strategies, join us for our next “Fast Money” Live event on Thursday, June 5, at the Nasdaq in Times Square. Over President Donald Trump’s first 100 days, the S&P 500 lost more than 7% while the tech-heavy Nasdaq Composite dropped 11%. On a sector basis, consumer staples is the biggest…
Leading analyst Craig Moffett suggests any plans to move U.S. iPhone assembly to India is unrealistic. Moffett, ranked as a top analyst multiple times by Institutional Investor, sent a memo to clients on Friday after the Financial Times reported Apple was aiming to shift production toward India from China by the end of next year….
It appears T. Rowe Price is benefiting from the record growth in actively managed exchange-traded funds. Tim Coyne, the firm’s head of ETFs, reports T. Rowe Price is seeing significant growth in the area — listing the T. Rowe Price Capital Appreciation Equity ETF (TCAF) and T. Rowe Price U.S. Equity Research ETF (TSPA) as…
Katie Stockton thinks she has a viable option for investors trying to withstand wild market swings. She manages the Fairlead Tactical Sector ETF (TACK), which is designed to be nimble in times of market stress. It’s not tied to an index. “What we try to do is help investors leverage the upside through sector rotation, but…
“Fast Money” trader Tim Seymour wants to help investors avoid common money traps that could leave them exposed to losses, particularly in a volatile market. He is out with a shortlist of four tips to deliver some peace of mind when things are going south. Tip No. 1: Don’t have more money in the market…
Steve Eisman of “The Big Short” fame has a message for investors: Don’t be a hero because there’s more market downside ahead. Eisman, who’s known for successfully betting against the housing market ahead of the 2008 financial crisis, warns Wall Street isn’t done discounting worst-case scenarios tied to President Donald Trump’s tariffs. “The issue is…
Morgan Stanley’s Mike Wilson sees a meaningful rotation back into U.S. stocks, and he sees one beaten-up group as a winner. “It started out with a low-quality rally, which is what we expect – meaning a short squeeze,” the firm’s chief investment officer told CNBC’s “Fast Money” on Monday. “Then, what we noticed is the…
