Oil rally unlikely to tempt more US E&P spending in 2020, experts say HIGHLIGHTS Another $10/b needed to boost drilling: Harold Hamm Budgets, activity seen lower for 2020 $70/b-plus said needed for substantive capex change Houston — Oil prices are the highest they have been in months, but that likely will not tempt most US […]
Category: Front Page (ZP)
Nancy Tengler on CNBC
Academic playbook to geopolitical risk is not working for markets: Strategist – Nancy Tengler of Laffer Tengler Investments, and Brian Belski of BMO Capital Markets, join CNBC’s “The Exchange” to discuss if recent geopolitical news is impacting the markets.
Tortoise's Rob Thummel in CNN Business
Trump’s Iraq threats could backfire on oil and gas prices Political and economic realities could make it difficult for President Donald Trump to carry out his threat to punish Iraq with bruising sanctions if US troops are expelled from the country. Trump vowed Sunday to hit Iraq with penalties “like they’ve never seen before” if […]
Nancy Tengler in CNN Business
Warren Buffett has $130 billion in cash. He’s looking for a deal Warren Buffett wants to make a big acquisition — and the Oracle of Omaha’s Berkshire Hathaway conglomerate has nearly $130 billion in cash that he can use in a deal. But what would Buffett deem worthy of buying at a time when stocks […]
Tortoise's Rob Thummel in Barron's
Barron’s Best Income Investments for 2020 After a broad global rally in stocks and bonds, income-oriented investments offer fewer opportunities than they did a year ago. So investors will need to lower their expectations. But there are still places to look for yield on a range of stocks and bonds. And income will be welcome […]
Tortoise's Rob Thummel on Yahoo Finance
Oil spikes after U.S. airstrike kills Iranian general – On the Iran strike news, Rob Thummel of Tortoise Capital Advisors, breaks down what is happening to oil prices.
GenTrust's Jim Besaw in CNBC.com
Earnings must deliver to keep this rally going in 2020, and early indications aren’t good Bob Pisani KEY POINTS Many investors believe there will be a reacceleration of earnings growth in 2020, but it’s not clear that will happen, according to CNBC’s Bob Pisani. Early signs of a bottom in the global economic slowdown have […]
EquityZen's Phil Haslett in MarketWatch
What does the ‘WeWork effect’ mean for IPOs in 2020? After WeWork disaster and poor early performances from big-name startups like Uber, experts expect focus on profits and enterprise software in the new year The public crash and burn of WeWork’s initial public offering and poor early performances from high-priced startups that actually managed to […]
GenTrust's Jim Besaw in Reuters
Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As a decade dominated on the U.S. stock exchange by Netflix , Apple, and other technology […]
Nancy Tengler in Reuters
Crypto? Disney? Investment strategists offer top picks for the next decade What do cryptocurrency, Alphabet and Walt Disney have in common? They’re all top investment picks for the next 10 years, according to Wall Street strategists surveyed by Reuters. As a decade dominated on the U.S. stock exchange by Netflix , Apple, and other technology […]
Nancy Tengler on CNBC
The 2019 laggards that could be 2020 winners – CNBC’s “Closing Bell” team discusses markets on the last day of 2019 with Nancy Tengler of Laffer Tengler Investments and Keith Bliss of iQ Capital USA.
Tortoise's Rob Thummel on CNBC
Here’s why this portfolio manager thinks energy stocks will perform better in the next decade – Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss what to expect from the energy sector in 2020 and beyond.
Tortoise's Rob Thummel on Bloomberg Podcast
This Week in Commodities: 2020 Energy Preview (Podcast) – 2019 has proven more bullish for crude oil than 2018, when crude dropped 25 percent. Yet, natural gas futures are down for the year. Bloomberg’s Jessica Summers and Tortoise’s portfolio manager Rob Thummel discuss the outlook for oil, natural gas and energy equities in 2020.
GenTrust's Puerto Rico Office Opening featured in Financial Advisor IQ
GenTrust to Expand Wealth Management Footprint to Puerto Rico GenTrust is expanding operations in Puerto Rico with a new office in San Juan, the company says. The new office will be led by Elena Hernández, principal of GenTrust Puerto Rico, who was born and raised on the island, according to a press release from the […]
EquityZen's Brianne Lynch on CheddarTV
Busy IPO Season Coming to First Half of 2020: EquityZen – 2019 was a disappointing year for a number of consumer facing startups that made the leap into public markets, with high-profile names such as SmileDirectClub, Uber and Peloton off to bumpy starts. Brianne Lynch, Senior Business Development Associate at EquityZen, joined to discuss her outlook for 2020.
GenTrust's Puerto Rico Office News featured in International Adviser
US in the news: Kingswood continues M&A spree A round-up of the latest people moves and M&A deals in North America M&A Kingswood The London-headquartered wealth manager company has agreed to acquire an 85% majority interest in registered investment adviser (RIA) Chalice Wealth Advisors (CWA) and independent broker/dealer Chalice Capital Partners (CCP). The financial terms […]
EquityZen's Phil Haslett in Yahoo Finance
What to expect from IPOs in 2020 Another year is coming to a close. And while at least 159 companies went public in the U.S. in 2019, including Uber (UBER), Beyond Meat (BYND), and Peloton (PTON), 2020 is shaping up to be just as eventful. With the U.S. presidential election coming in November, you can […]
EquityZen's Phil Haslett on Yahoo Finance
Here’s what to expect from the 2020 IPO market – During 2019, numerous highly anticipated unicorns tanked during their debut. However, investors are optimistic for 2020’s IPOs. Yahoo Finance’s Dan Howley and EquityZen Founder Phil Haslett join On the Move to discuss what to expect from the 2020 IPO market.
Tortoise's James Mick in The Wall Street Journal
Energy & Utilities Roundup: Market Talk The latest Market Talks covering Energy and Utilities The latest Market Talks covering Energy and Utilities. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 1451 ET – US oil prices end a marginal 0.02%, or 1 cent, lower at $60.93/bbl after a weekly […]
EquityZen's Phil Haslett on Bloomberg
WeWork Is ‘Straw That Broke the Unicorn’s Back, Says Analyst – In less than one year, WeWork went from having a $47 billion valuation and being the darling of the venture capital world to needing an $8 billion infusion to avoid running out of money. Rett Wallace, Triton Resarch chief executive officer, and Phil Haslett, Equityzen co-founder, discuss with Bloomberg’s Taylor Riggs on ‘Bloomberg Technology.’ (Source: Bloomberg)
GenTrust's Olivier Sarfati in Chief Investment Officer
Factor Investing Doesn’t Always Deliver the Magic Its different strategies can range from dynamic to sleepy. Factor investing, which flies under the banner of smart beta, can make a dummy out of investors sometimes. As a broad category, these don’t deliver world-beating outperformance. What broad category does? Still, different stripes of them have their shining […]
Tortoise's Matt Sallee in Bloomberg
Oil’s Advance Peters Out Despite Surprise U.S. Crude Withdrawal U.S. crude oil stocks decreased 1.1 million barrels last week Gasoline stocks at multiyear highest despite modest build Oil’s longest streak of gains in almost two months lost momentum after swelling domestic fuel inventories neutralized a surprise decline in domestic crude inventories. Futures in New York […]
GenTrust’s Puerto Rico Office Opening in Private Banker
RIA firm GenTrust to open new office in Puerto Rico US-based RIA firm GenTrust is set to open a new investment advisory office in San Juan, the capital of Puerto Rico. The move will help the company to better serve individuals, families, offices and institutions in this unincorporated US territory. The office, to be located […]
Nancy Tengler on CNBC
Stick with semiconductors, says Oppenheimer’s Ari Wald – Ari Wald of Oppenheimer and Nancy Tengler of Laffer Tengler Investments discuss how semiconductor manufacturers are trading after the U.S. struck a phase one trade deal with China, with Sara Eisen.
GenTrust’s Puerto Rico Office Opening in News is My Business
GenTrust to open investment advisory office in San Juan The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust Puerto Rico and wealth advisor. Miami-based registered investment advisory firm GenTrust will open an office in San Juan, to carry out its fiduciary duty to […]
ETFMG Market Segment Expert on Cheddar
2020 Outlook for Cannabis Stocks – Pot stocks have no been friendly to investors in 2019. With sky-high expectations from Wall Street, popular companies such as Aurora Cannabis, Canopy Growth, and Tilray all failed to live up to the hype. Jason Wilson, Cannabis Research and Banking Expert at ETFMG, joined Cheddar to discuss what the cannabis landscape will look like next year.
Tortoise's Rob Thummel in The Wall Street Journal
Investors Doubt OPEC Cuts Can Boost Oil Prices Recent rallies in crude stalled on concern reduced production won’t meaningfully curtail supply Easing trade tensions and production cuts by the Organization of the Petroleum Exporting Countries have boosted oil prices recently, but some investors remain dubious that even those long-awaited developments will be enough to push […]
GenTrust's Puerto Rico Office Opening in The Weekly Journal
GenTrust to Open Investment Advisory Office in Puerto Rico GenTrust, an investment advisory firm with a fiduciary duty to its clients, will soon open an office in San Juan. This expansion will allow GenTrust to further offer its customized advisory services for individuals, families, family offices and institutions in the region. “Our team has more […]
Tortoise's Rob Thummel on CNBC
Energy infrastructure stocks are ‘really attractive’: Investor – There are some “really significant opportunities” in energy infrastructure stocks, says Rob Thummel of Tortoise. He also says it will be a challenge for Aramco to trade higher because oil prices not likely to increase dramatically.
Tortoise's Rob Thummel on Bloomberg
How Attractive Is Saudi Aramco to Other Oil Producers? – Bloomberg Daybreak: AmericasTV Shows – Rob Thummel, portfolio manager and managing director at Tortoise Capital, discusses the attractiveness of investing in Saudi Aramco and the $11 billion writedown taken by Chevron Corp. on weak natural gas prices. He speaks with Bloomberg’s Alix Steel on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)
