ThinkstockIt was no secret that Larry Summers, the former candidate to replace Ben Bernanke as the chairman of the Federal Reserve, was no big fan of the current easy money policies. The two remaining candidates,…
ThinkstockWealth is a goal many people want to achieve, yet it is elusive to most. For some, wealth signals security. For others, wealth symbolizes status and success. For many, wealth signifies a break from…
ThinkstockInvestors make big money in biotechnology stocks when they focus on areas that cut across a wide swath of the population. From obesity to food allergies to prostate cancer, the top companies often try…
Jon OggWith a slew of tech headlines hitting the tape over the past few weeks, many firms on Wall Street have become more vocal about the potential for tech outperformance, not only the rest…
ThinkstockThe research team at Merrill Lynch has found that global investors remain very “underweight” in their holdings of metals and mining shares, while valuations do not look stretched. This contrasts with decent fundamentals for…
The equity strategy team and the market analysts at Deutsche Bank are starting to feel pretty comfortable that the rest of this year and beyond could really start to show some positive earnings growth…
ThinkstockThe impact of a rising interest rate environment on the performance of energy master limited partnerships (MLPs) has become a growing topic of interest among investors, given the 137 basis point (bps) or 1.37%…
ThinkstockDespite a strong oil price backdrop, stock performance for the top oilfield services stocks has been mixed and investors generally remain underweight energy in general and oil service specifically. The analysts at Deutsche Bank…
ThinkstockOne of the main reasons that the ultra rich have become so enamored with the hedge fund industry over the years is their “go anywhere, do anything” approach to investing. Hedge funds are not…
courtesy of Apple Inc.With the next generation of the iconic iPhone from Apple Inc. (NASDAQ: AAPL) imminent and a huge introduction expected to be announced from Cupertino next week, a myriad of new early…
ThinkstockThe institutional portfolio strategy team at Oppenheimer use some very specific parameters when looking for stocks and sectors. Earnings revisions sentiment and alpha momentum can be used as tools from a contrarian or trend-following…
Investors are bombarded daily with contrary opinions from talking heads that don’t get paid for their expertise in stock performance. The reality is that investors constantly are given advice that seems at the very least…
Jon OggInvestors and traders often get to read about the Wall Street analyst upgrades, but they often do not get to hear when to sell or avoid a stock. Each morning 24/7 Wall St.…
ThinkstockThe Deutsche Bank technology analysts did plenty of networking at the recent VMworld 2013 conference and came away with some pretty solid conclusions. A key insight from analysts information technology (IT) conversations at VMworld…
ThinkstockEven though the equity strategy team at UBS has downgraded U.S. equities to Neutral from Outperform, they remain very positive on large cap biotechnology names. Acknowledging in their recent report that the U.S. downgrade…
ThinkstockOppenheimer is returning to coverage on the energy master limited partnerships (MLPs), and it is focusing on what it calls the energy value chain. The energy value chain encompasses the entire MLP sub-sector areas,…
ThinkstockWhile the talking heads in the financial media argue back and forth about economic strategy on interest rates, there are two inescapable facts. First, interest rates had been at all-time lows for almost five…
ThinkstockWith the increasing likelihood of a U.S.-led military intervention in Syria, the oil markets have become volatile. Brent prices rose to as high as $117 a barrel last week. The price strength also might be…
ThinkstockThe second-quarter earnings parade has all but come to a end. One conclusion that is painfully obvious to the equity strategy team at Credit Suisse is that many companies beat earnings only by using…
ThinkstockThe hedge fund industry sure seems and looks different now when compared to a decade or two ago. We recently wrote about how the 2% and 20% pricing strategy long imposed on hedge fund…