Commentaries

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2021 Looks Great, Morgan Stanley

Strategist Mike Wilson also said that investors will be surprised that the recovery is more powerful and broader than people are anticipating.

Commentaries

Jefferies: Euphoria Now, Exhaustion Coming

"Some of our indicators are beginning to move into the 'euphoria' stage, and we caution that managing drawdown risk is coming to the fore."

Commentaries

Overextended Big Tech May Be The Only Game In Town

Some worry the companies doing Wall Street's heavy lifting could become a millstone around investors' necks. But where else can the market turn?

Commentaries

The Future Of Infrastructure Is Here

Years of dithering and missed opportunities in Washington have forced innovators and investors alike to create their own infrastructure boom. With the economy crying out for stimulus and an election on the horizon, these companies may finally be ready to rebuild the nation and the world.

Commentaries

Forget The FANG: What Truly Disruptive Tech Themes Of Tomorrow Are Running Rings Around The Giants?

Big Tech has made the difference between a lingering market correction and recovery, but those gigantic stocks are now so big that they obscure stronger and potentially more sustainable performance elsewhere. One way or another, today's small innovators contain the seeds of tomorrow's giants . . . provided your clients are in the right spots.

Commentaries

Why Commodities Are Shining: The Fed Can't Print Metal

We rarely see cyclical industrial metals like copper rally alongside gold, but we live in a unique moment where stimulus makes it easy to stockpile commodities while production outages keep markets skirting supply deficit conditions. Factor in the shadow of inflation and the experts see continued demand for gold and even a chance for industrial metals to outperform.