Where the opportunities — and risks — lie in the energy sector While some energy plays look extremely risk, this may be a chance to pick up some serious bargains. It was one of the most startling moments in a year that’s held no shortage of surprises. May crude oil futures fell as low as […]
Category: Client News
Thornburg Investment Management Portfolio Manager, Christian Hoffmann in Chief Investment Officer
Despite Fed Backstop, Junk Bonds Still Face Big Trouble The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead. Hallelujah. Deliverance. Junk bonds were spiraling into the abyss until late March, then the Federal Reserve created a backstop for them that ended the nightmare. The bonds’ prices improved markedly. […]
ETFMG Cannabis Expert in Real Money (TheStreet.com)
Cannabis Is Looking More Like a Defensive Category Cannabis companies are finally feeling like this is their moment to shine. Beleaguered cannabis stocks could become this year’s darlings of defensive stocks. While hotels and restaurants have closed, the food chain got disrupted, auto sales dried up, cannabis sales are humming along. That isn’t to say […]
Thornburg’s Christian Hoffmann in MarketWatch
Here’s why oil majors may struggle to find bargains in the shale patch Each driller, every oil well, has its own economics, which hinge on future crude prices It may be tempting to think oil giants like Exxon Mobil Corp. will swoop in and pick up smaller crude producers at bargains, given the debt on […]
Nancy Tengler column in USA Today
Stock market routs are dangerous. Don’t miss this one. Stock market routs are dangerous, not simply because of their immediate impact on your portfolio, but also because of the long-term damage to your psyche. Allowing this bear market to scare you out of stocks does more harm than the actual sell-off. Missing the 10 best […]
Thornburg's Christian Hoffmann in MarketWatch
Could the crude oil market bust spell trouble for high-flying U.S. stocks? The disconnect between downbeat commodity values and highflying equities in the past month puzzles investors Could the current slump in crude oil prices to historic lows mean the U.S. stock market’s recovery since late March is fragile ? That’s a question some are […]
Thornburg Investment Management's Jason Brady on TD Ameritrade
Jason Brady’s Stocks To Watch: JPM, RDS/A, TSM – Kick off the trading day with Oliver Renick as he delivers a unique blend of live market commentary, overnight and foreign markets activity, opening bell and other real-time news. Guests and contributors offer insights and break down the markets from all angles.
GenTrust's Olivier Sarfati in USA Today
Why stocks rebound before the economy Unemployment is soaring. Corporate earnings are shrinking. And we’re almost certainly in a recession. So why has the stock market — which was down 34% at its bear market low on March 23 — been able to trim a large chunk of its losses even though the economic news […]
MultiFunding’s Ami Kassar on Yahoo! Finance
‘Be very careful’ with PPP loans, House looks to approve $484 billion in relief funds – Small businesses across the nation are anxiously awaiting for the approval of the $484 billion dollar bill. Ami Kassar, Multifunding.com CEO, joins Yahoo Finance to discuss that and more.
ETFMG Market Segment Expert on TD Ameritrade
Bryce Doty Talks Crude Oil Recovery Resuming – The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall Street influencers to discuss pressing topics moving the market in real-time. The Watch List provides viewers with a midpoint status update for the end of the trading day and beyond.
GAMR ETF in ETF Trends
Stay-At-Home Measures Are a Boon for Video Game ETFs With more people stuck at home, many have turned to video gaming to pass the time, potentially bolstering the outlook for a video game-themed exchange traded fund strategy. “Working from home and shelter in place clearly provides more time for entertainment (no time spent commuting, at […]
Tortoise's Brian Kessens in CNBC
If you think oil will bounce back, here are the best ways to play the bet, according to pros Oil prices are at historic lows, and for those who believe a rebound is coming, energy sector experts say there are a number of ways to play the upside. This includes commodity-focused exchange-traded funds, as well […]
Thornburg Investment Management's Christian Hoffmann in MarketWatch
Treasury yields rebound as crude and equity markets stabilize Congress is rolling out another fiscal stimulus package U.S. Treasury yields were higher Wednesday as stocks rose on a wave of stronger-than-expected corporate earnings reports and a new economic stimulus package passed by the U.S. Senate. A rebound in crude prices after an oil futures contract […]
Hard Rock on CNBC Squawk Box
Hard Rock International chairman on reopening businesses around the world amid coronavirus pandemic – A number of governors from across the country are eager to reopen their economies and are laying the groundwork to get business up and running. Jim Allen, chairman of Hard Rock International and CEO of Seminole Gaming, joins “Squawk Box” to discuss.
Laffer Tengler Investments CIO on CNBC Closing Bell
‘We went too far too fast’: Nancy Tengler on bear market – Nancy Tengler, Laffer Tengler Investments CIO, joins “Closing Bell” to discuss the state of the markets.
Tortoise's Rob Thummel in CNBC Trading Nation
Stocks drop after oil hits historic lows – Cramer and four others on what to expect U.S. stocks dropped sharply Tuesday after a historic sell-off hit oil markets. Five experts weigh in on what investors should watch. Read more here on CNBC.com: https://www.cnbc.com/2020/04/21/stocks-drop-after-oil-hits-historic-lows-cramer-and-four-others-on-what-to-expect.html
Tortoise's Rob Thummel on CNBC Squawk Box
Portfolio manager explains how investors can approach plummeting oil prices – May oil futures contracted for the first time in history on Monday. Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss where traders are looking for signs of relief in the near-term.
Tortoise's Rob Thummel on Yahoo! Finance
Why it may be dangerous to equate oil to the overall economy: expert – On Monday, the May contract for U.S. West Texas Intermediate Crude Oil, which expires Tuesday, fell below zero for the first time in history. Rob Thummel, Portfolio Manager at Tortoise, joins Yahoo Finance to discuss.
Tortoise's Rob Thummel on Cheddar
U.S. Crude Oil Has Worst Day in History, Plummets 300% – U.S. crude oil prices have fallen from just above $18 a barrel on Friday into negative territory today for the first time in history. Rob Thummel, portfolio manager at Tortoise Advisors, joined Cheddar to discuss.
Ken Mahoney on TD Ameritrade
Ken Mahoney’s Long-Term Portfolio Planning Guidelines – Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with topics like: Growth vs. Value, Retirement, and Portfolio Protection. Market Overtime highlights buying and selling opportunities, bullish and bearish outlooks on a multitude of stocks and sectors, and goes in depth on strategy risks and rewards.
Nancy Tengler on CNBC Trading Nation
Trading Nation – Traders agree Netflix and Chipotle are stocks to watch as they gear up for earnings – Nancy Tengler of Laffer Tengler Investments and Craig Johnson of Piper Sandler look ahead to some major upcoming earnings announcements with CNBC’s Seema Mody.
Nancy Tengler on CNBC The Exchange
THE EXCHANGE – Continuing to add to Johnson & Johnson, consumer discretionary: Tengler – CNBC’s Kelly Evans discusses markets with Nancy Tengler of Laffer Tengler Investments and Bob Pavlik of Slatestone Wealth.
Nancy Tengler on Bloomberg Markets: The Close
Scarlet Fu and Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the market volatility from coronavirus fears, and its impact on airlines and bank earnings Guests Today: Nancy Tengler of Laffer Tangler Investments, Robert Kaplan of the Dallas Fed, Kristalina Georgieva of the IMF, Anna Han of Wells Fargo Securities, Guillaume Faury of Airbus, James Gorman of Morgan Stanley, David Bailin of Citi Private Bank (Source: Bloomberg)
ETFMG Fund: IVES on TD Ameritrade with Dan Ives
Dan Ives’s Long-Term Outlook For Apple – Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with topics like: Growth vs. Value, Retirement, and Portfolio Protection. Market Overtime highlights buying and selling opportunities, bullish and bearish outlooks on a multitude of stocks and sectors, and goes in depth on strategy risks and rewards.
ETFMG Fund: IVES on Zack's ETF Spotlight with Dan Ives
Why Cloud Computing Stocks & ETFs are COVID-19’s Biggest Winners – (0:40) – Is The Worst Over For The Stock Market – (3:30) – Where Should Investors Set Their Sights On Moving Forward? – (7:20) – Microsoft vs Amazon Cloud Services – (9:30) – What Can Investors Expect From Apple In 2020? – (12:10) – Wedbush ETFMG Global Cloud Technology ETF: IVES
Tortoise's Brian Kessens in Bloomberg
Oil at 18-Year Low Amid Record Collapse in U.S. Fuel Demand Oil fell below $20 a barrel, clinging to the lowest level since 2002, amid a record collapse in U.S. fuel demand and the biggest ever weekly build in domestic crude supplies. Futures in New York fell as much as 4.5% and global benchmark Brent […]
Thornburg Investment Management's Nick Venditti in Financial Times
Federal Reserve faces blowback over plan to back some cities over others US central bank makes politically-charged decision to lend only to large localities The Federal Reserve is facing sharp criticism over its plan to provide emergency funding to states and large cities but not smaller localities and organisations that might be facing tougher fights […]
Nancy Tengler column in USA Today
Not sure what to do in a bear market? Here are ways to protect your savings Will Rogers once quipped, “Don’t gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don’t go up, don’t buy it.” Good advice, but impossible to follow. […]
PS&S President and CEO John Sartor in NJBiz
New time, new rules A design and engineering firm adapted to social distancing. Here’s how How dramatically and quickly we are witnessing – and managing – change in all industries today, and notably in the architecture and construction space. There are two things so apparent today: the absolute necessity for regular communications with employees and […]
Thornburg Investment Management CEO, Jason Brady on Fox Business
Fed’s Bostic: Central bank ‘ready to act’ on coronavirus help if more is needed – If more economic help is needed, Bostic said the Fed will take action | Are the bailouts enough to stimulate the economy? Thornburg Investment president and CEO Jason Brady explains how the coronavirus relief bill will impact the economy and how important it is to get unemployed people back to work.