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July 26, 2021

strategist

Breakdown of oil output talks threatens OPEC+ unity, may trigger weaker oil prices, says strategist

CNBC
CNBC – For more and to sign up click here An offshore drilling platform stands in shallow waters at the Manifa offshore oilfield, operated by Saudi Aramco, in Manifa, Saudi Arabia. Simon Dawson | Bloomberg | Getty Images The collapse of talks between OPEC and its allies highlights the risks......

Veteran strategist David Roche explains why he thinks it’s ‘too risky’ to own Chinese tech stocks

CNBC
CNBC – For more and to sign up click here Chinese e-commerce applications in the lead up to the June 18 mid-year shopping festival. Clockwise from top left: Alibaba Group’s Taobao, Pinduoduo, Alibaba, Alibaba’s Tmall, JD.com and Alibaba’s Idle Fish. Chan Long Hei | Bloomberg | Getty Images Tensions with......

China’s crackdown on its tech giants isn’t a move to ‘take the wings off’ its entrepreneurs, says strategist

CNBC
CNBC – For more and to sign up click here China’s recent moves to regulate its technology companies are not necessarily intended to “take the wings off” of its entrepreneurs, a strategist told CNBC on Thursday. When asked if there could be policy missteps in China’s crackdown on its tech......

This transports group is waving a ‘yellow flag’ for the economy, Miller Tabak strategist says

CNBC
CNBC – For more and to sign up click here Transports stocks are coming off their best first half since 1997. The Dow transports rallied 19% in the first six months of the year, though the bulk of those gains were made in the first quarter followed by a stretch......

Top investment strategist David Roche warns the Fed could burst a market ‘bubble’

CNBC
CNBC – For more and to sign up click here Traders on the floor of the New York Stock Exchange. Source: NYSE As the S&P 500 notches record highs despite the backdrop of potential monetary tightening and the new delta Covid-19 variant, veteran investor David Roche says investors should be......

Top strategist opens her playbook for the year’s second half, sees market turbulence ahead

CNBC
CNBC – For more and to sign up click here Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday. Her strategy includes an overexposure to cyclicals, and she favors financials, energy, commodities, materials and industrials. “We see the economic recovery continuing and......

Crypto strategist says bitcoin pullback is shaking out investors who have ‘paper hands’

CNBC
CNBC – For more and to sign up click here Longtime crypto bull Meltem Demirors reiterated her confidence in the cryptocurrency Tuesday, telling CNBC she believes the correction in bitcoin is simply weeding out the investors with “paper hands.” Paper hands is a term used in the crypto community to......

This semiconductor stock could determine the chipmakers’ next move, strategist says

CNBC
CNBC – For more and to sign up click here Semiconductor stocks sat out the tech rally this week, and one strategist said a single chipmaker could point to their next move. “Right now, I’m worried about Taiwan Semiconductor, because it’s one of the most, maybe the most, important semiconductor......

AMC, meme stock surge is ‘simply just not healthy,’ Miller Tabak strategist says

CNBC
CNBC – For more and to sign up click here Meme stocks are capping off a wild week with even more volatile moves. AMC, the current posterchild for the group, swung from losses to gains by midday Friday as investors digest the prospect of more share issuance. That stock is......

Gold is still ‘relatively cheap’ and could surge back toward its all-time high, strategist says

CNBC
CNBC – For more and to sign up click here A mark of 999.9 fine sits on hallmarked one kilogram gold bullion bars at the Valcambi SA precious metal refinery in Lugano, Switzerland, on April 24, 2018. Stefan Wermuth | Bloomberg | Getty Images Gold is still a “relatively cheap”......

Crypto strategist sees pullback in bitcoin and ether as a healthy sign after massive rallies

CNBC
CNBC – For more and to sign up click here Crypto bull Meltem Demirors said Wednesday she believes the recent turbulence in bitcoin and ether are positive long-term developments, contending the optimistic story around the digital assets remains intact. “It’s been really frothy. There was a lot of leverage in......

Controversial chief strategist Steve Bannon ousted from White House

CBS News
CBS News – For more and to sign up click here Controversial chief strategist Steve Bannon ousted from White House – CBS News Watch CBSN Live Steve Bannon, President Trump’s chief strategist, was ousted Friday while the president was at Camp David for national security meetings. Bannon was an architect......

U.S. inflation could hit 3% or 4% by the middle of 2022, veteran strategist warns

CNBC
CNBC – For more and to sign up click here Speculation over the direction inflation will take continues to dog markets, but there is a growing body of strategists that believe investors are underestimating the outlook for consumer prices. David Roche, president of investment firm Independent Strategy, is among them.......

European stocks are still ‘very, very attractively priced’ at record highs, strategist says

CNBC
CNBC – For more and to sign up click here There’s opportunity in European stocks despite their record streak, according to one strategist. The broad-based Europe Stoxx 600 hit a record high on Thursday, rising above its February 2020 levels as earnings season kicked off and investors mulled over some......

Bitcoin has allowed a different kind of investor to build wealth, says crypto strategist

CNBC
CNBC – For more and to sign up click here Longtime crypto bull Meltem Demirors said Tuesday that bitcoin‘s ascent has built wealth for a different kind of investor. The comments on CNBC’s “Squawk Box” came one day before a major milestone for the crypto world is scheduled to take......

‘Beat the S&P handily’ by owning equal portions of cyclicals and growth, top strategist Art Hogan says

CNBC
CNBC – For more and to sign up click here Investors may want to avoid playing favorites. Art Hogan of National Securities said Monday that owning equal amounts of growth and cyclical stocks will produce major advantages as stocks break out. “Nothing is going to be binary this year,” the......

GOP strategist warns Republicans will use migrant border surge to ‘start political blame machine’ against Biden

CNBC
CNBC – For more and to sign up click here Republican Strategist Mike Murphy predicted that the surge at the southern border and the unprecedented number of children in U.S. custody will become a political tool for the GOP to rally its base against the Biden administration — and to......

Coupang is set to make its trading debut on the NYSE. Here’s what one strategist is telling clients

CNBC
CNBC – For more and to sign up click here Logos on facade at the shared headquarters of Internet company Coupang and security company SentinelOne in the Silicon Valley town of Mountain View, California, October 28, 2018. Smith Collection | Gado | Archive Photos | Getty Images Investors looking to......

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