With History and AI on Their Side, Tech Stocks Could be Unphased by Higher Rates
Contrary to conventional wisdom, tech stocks as tracked by the Nasdaq 100 have risen in all four of the Fed's most recent tightening cycles.
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Morgan Stanley’s Wilson Likes Late-Cycle Defensive Portfolio
Investors should focus on a “late-cycle portfolio” of defensive stocks, industrials and energy, according to Morgan Stanley strategists.
BofA Survey Shows ‘Dramatic Shift’ Toward High-Flying US Stocks
Concern over China’s sputtering economy created “dramatic shift” in investors’ equity allocation, a rush toward US and exodus from emerging markets.
El-Erian Lists 3 Possible Paths For Fed's Powell At Jackson Hole: 'If I Were Advising Him ...'
The stock market momentum seen for much of the year has stalled and one catalyst that could reignite the rally.
Yardeni, Economist Who Cried ‘Bond Vigilantes,’ Spots Them Again
Edward Yardeni, the economist who coined the term “bond vigilantes” during the 1980s and has regularly predicted their return to investment landscape.
BofA Survey Shows Rising Soft Landing Bets, Rush to Big Tech
Investors betting on soft landing for global economy, while big technology stocks are getting more crowded on expected boon to profits from AI.
Can The 'Do Nothing' Portfolio Really Help You Get Rich?
A hypothetical stock portfolio has taken hands-off investing to a whole new level.
