Will Sizzle Win This Election And Wall Street's Hearts? Why Gundlach Can Be Wrong
Trump may triumph but the logic boils down to fund flows and a feeling. But any argument that revolves around “charisma” makes big money nervous.
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What Goldman Is Watching
With 2Q earnings mostly behind us, strategist David Kostin is turning to four themes to shape the post-COVID economy and Wall Street into 2021.
Does It Make Sense When Markets Climb As The Economy Stalls?
Gene Goldman, chief investment officer at Cetera, says Wall Street is enjoying a V-shaped recovery even as Main Street is experiencing a U at best.
Dan Loeb Doubles Down On E-Shopping, Disney
Loeb said Third Point bought great companies at decent prices and is betting on Disney which is in the throes of transitioning to streaming delivery.
Carl Icahn Booked $1.3 Billion Gain Shorting Malls
With billions of people around the world confined to their homes for several weeks to stop the spread of COVID-19, the odds of mall defaults climbed.
Why Howard Marks Remains Bullish On Big Tech
The billionaire can't find a reason for the FANG and friends to fail that wouldn't hurt non-tech sectors even more. Call it a "clean shirt choice."
Warren Buffett Sours on Banks and Likes (Gulp!) Gold
Dumping bank shares and investing in a gold miner? It certainly doesn’t sound like a Warren Buffett move, but that’s exactly what he did last quarter.
