Nancy Tengler’s Stock Picks: BA, GS, CMCSA – 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.
Category: Client News
GenTrust's Olivier Sarfati in The Wall Street Journal
Dow Closes at Record as Coronavirus Worries Abate Investors digest Fed Chairman Powell’s testimony to Congress; oil prices rise U.S. stocks set new records Wednesday as concerns about the economic impact of the coronavirus outbreak continued to ease. The S&P 500 was propelled in part by companies whose shares had suffered as investors worried how […]
Nancy Tengler on Mornings with Maria
San Francisco the healthiest US city – Laffer Tengler Investments CIO Nancy Tengler on San Francisco being ranked as the healthiest city in U.S.
Tortoise's Rob Thummel in The Wall Street Journal
The Case for Energy Stocks The ‘Dogs of the Dow’ rule holds that the worst stocks usually turn around. If that applies to sectors, and the funds that track them, then energy shares will benefit It’s one of Wall Street’s best-known maxims: The “Dogs of the Dow” principle, holding that Dow Jones Industrial Average companies […]
GAMR ETF in Wall Street Journal
Videogame ETFs Are in Growth Mode Fund investors who want to bet on the fast-growing videogame industry now have more choices than ever Exchange-traded-fund investors who want to bet on the fast-growing videogaming industry now have more ways to do it than ever before. In recent years, fund firms have launched several new ETFs focused […]
Nancy Tengler in USA Today
Don’t just let your 401(k) ride into the future, it needs love and attention Your 401(k) is not an all or nothing bet. It is an important investment in your future, a tool to enhance your golden years. So, for goodness sake, don’t just let it ride. More often than not, I find, individuals roll […]
Thornburg Investment Management's Jason Brady on CNBC
The Exchange – Coronavirus is not a risk to markets, but US election may be: Strategist – Barry James of James Investment Research and Jason Brady of Thornburg Investments discuss markets with CNBC’s Kelly Evans.
ETFMG Market Segment Expert in Bond Buyer
Powell calls coronavirus a risk in monetary policy report The economy grew “moderately” and the labor market continued to strength last year, Federal Reserve Board Chair Jerome Powell said in the latest monetary policy report, submitted to Congress on Friday. While downside risks to the outlook have “receded somewhat,” the coronavirus is a new concern. […]
Tortoise's Rob Thummel in WSJ
Coronavirus Is Bruising America’s Oil Patch—How Badly Is the Question Some already struggling energy companies may not be able to weather the drop in oil and gas demand Many companies in America’s oil patch were already struggling when the coronavirus came around. Investors are worried some won’t pull through. U.S. benchmark crude prices started the […]
ETFMG Market Segment Expert in Bond Buyer
Despite trade issues, productivity making solid gains Nonfarm productivity grew at a 1.4% pace in the fourth quarter after slipping 0.2% a quarter earlier, the Labor Department reported Thursday. The rise helped keep down unit labor costs, which grew by 1.4% in the quarter, after climbing 2.5% in the third quarter. Economists polled by IFR […]
Thornburg Investment Management's Jan Blakeley Holman in ThinkAdvisor
Advising Women Over 50 Women in this age group face a number of life transitions that leave them in need of financial advice. You’ve probably heard that the “women’s market” is still untapped by financial advisors. While that statement is true, not every woman is a good prospect. That may sound harsh, but hear me […]
ETFMG Market Segment Expert on CNBC
A lot of good news is baked into the market, says portfolio manager – Bryce Doty, senior portfolio manager at Sit Investment Associates, and Chris Zaccarelli, CIO for the Independent Advisor Alliance, join “The Exchange” to discuss the state of the markets.
Tortoise's Rob Thummel on CNBC
There are investment opportunities in the energy sector beyond oil, expert says – Rob Thummel, portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss the energy sector in the midst of the market sell-off.
Thornburg Investment Management's Jason Brady in Barron's
There’s a World of Dividend Stocks Out There. And They Pay More Than U.S. Companies. U.S. stock and bond markets gave investors much to like last year. Stocks closed 2019 with a string of records. Treasuries rallied, as investors sought havens from geopolitical storms. The one thing they didn’t provide? Strong yield. The S&P 500 […]
Thornburg Investment Management's Jason Brady in CNN Business
The strange reason Tesla, Beyond Meat and Peloton are soaring
Several of this year’s hottest stocks have something in common: Investors believe they are overvalued, and are betting that their share prices will soon fall.
Thornburg Investment Management's Nick Venditti on TD Ameritrade Network
Nick Venditti Talks Expectations From Today’s FOMC Meeting – 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.
Thornburg Investment Management's Nick Venditti on Yahoo Finance
How unchanged Fed rates will influence a market filled with economic uncertainties – Jerome Powell announced that the Fed decided to hold rates, leaving them unchanged. Saying that the Fed sees signs of stabilizing global growth, Powell added that economic uncertainties remain like the coronavirus, which he said would likely disrupt activity in China and possibly globally. Thornburg Investment Management Nick Venditti joins The Final Round to break down how this will impact markets.
Tortoise's Brian Kessens in Chief Investment Officer
Oil Prices Are Down, But Oil Stocks Are Worse—Why? The disparity tells us a lot about where fossil fuels are headed. Will black gold regain its luster? For the past five years, energy stocks have been the S&P 500’s biggest loser, the worst performing sector during earnings season. Oddly, the price of oil, the key […]
Thornburg Investment Management's Jason Brady on Morning Trading Live
Jason Brady On Monitoring The Drivers Behind The Levels Of Equities And Bonds – Morning Trade Live – 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.
ETFMG Market Segment Expert in MarketWatch
10-year Treasury yield hair’s breadth away from key 1.60% level amid coronavirus spread Treasury yields retreated on Monday, amid a rising death toll from the coronavirus in China, along with the escalating number of cases, which has spurred demand for assets perceived as havens like government paper. Read more here: https://www.marketwatch.com/story/10-year-treasury-yield-extends-slide-to-3-12-month-low-amid-coronavirus-spread-2020-01-27
Tortoise's Rob Thummel on CNBC Squawk Box
Here’s why this senior portfolio manager is bullish on the energy sector – Oil prices have fallen for five straight sessions and are down about 14% over the past month, in part because of fears surrounding the coronavirus will slow global growth. Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss.
ETFMG Market Segment Expert in Bond Buyer
Will coronavirus make the Fed sick? Just when everyone thought there would be little drama at this week’s Federal Open Market Committee meeting, the coronavirus has infected the broader markets. Experts still say monetary policy will be immune for now. “Although the coronavirus news rightly has everyone worried, I doubt the FOMC will make it […]
Thornburg Investment Management's Lon Erickson in Fortune
The killer BBBs: Some investors are uneasy over the surge of near-junk corporate bonds Teetering on the edge of the abyss of a junk bond rating is no place that a company wants to be. But that’s where food producer Kraft Heinz finds itself. The company is known, unkindly, as “Buffett’s Folly” because the sure […]
Thornburg Investment Management's Jason Brady on Squawk Box
A strategist explains his top stock picks amid coronavirus fears – Jason Brady, CEO of Thornburg Investment Management, joins “Squawk Box” to discuss his top stock picks heading into February.
ETFMG Market Segment Expert in Reuters
Bargain hunters fire up rally in cannabis stocks Some cannabis stocks are seeing their prices surge as investors hunt for winners in the ashes of an industry shakeout that hammered share prices last year. Shares of Tilray Inc (TLRY.O) and Canopy Growth Corp (WEED.TO) have climbed more than 20% since the start of the year, […]
The Christie Institute for Public Policy in NJ Business Magazine
Seton Hall School of Law and The Christie Institute for Public Policy Formalize Agreement The Christie Institute for Public Policy, a not-for-profit foundation founded by former New Jersey Governor Chris Christie, and Seton Hall University School of Law announced an agreement that will provide educational and financial support for students of the School of Law. […]
ETFMG Market Segment Expert in Bloomberg
Treasury’s 20-Year Bond Opens a Chasm in Supply Outlooks Annual forecasts range from $116 billion to $192 billion Some strategists say 10- and 30-year could face steep cuts Taken by surprise by the U.S. Treasury’s plan to resume selling 20-year bonds, Wall Street dealers now have to guess how much of the debt to expect […]
Christie Institute for Public Policy in NJ Globe
Christie institute announces planned scholarships Former governor’s policy organization to provide financial aid for students seeking careers in public policy Former Gov. Chris Christie’s public policy institute and Seton Hall University’s law school announced an agreement to provide scholarships or fund a loan forgiveness programs for students who wish to pursue careers in public service. […]
Tortoise's Brian Kessens in Bloomberg
Oil’s Decline on Virus Fears Tempered by Surprise Stock Draw World Health Organization opts against global emergency Key Cushing crude hub stocks fell nearly 1 million barrels Oil’s slide to a two-month low on concern that China’s coronavirus outbreak may dent demand was tempered by an unexpected decline in U.S. crude inventories. Futures recovered some […]
ETFMG Market Segment Expert in Financial Post
Worst is over or ‘dead cat bounce’? What to make of the almost 20% rally in cannabis stocks Some think pot stocks are finally priced right This week’s bounce in pot stocks — the first in at least two months — could be the start of a renewed bullish run, some portfolio managers believe, as […]