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TipRanks
J.P. Morgan Says These 2 ‘Strong Buy’ Energy Stocks Can Beat the Market
We’re getting toward the tail end of the year, and it’s time to start deciding just how to allocate the portfolio for a solid year-end return. In a recent note from JPMorgan, focused on the energy sector, 5-star analyst Arun Jayaram recommended oil and gas producers as likely to beat the overall markets going forward. Getting quickly to the bottom line, Jayaram states, “We remain fans of the longer-term story for natural gas driven by a growing global demand for low cost U.S. gas exports.” With
Reuters
As markets churn, investors hide in cash despite surging inflation
A tough year in markets is leading some investors to seek refuge in cash, as they capitalize on higher interest rates and await chances to buy stocks and bonds at cheaper prices. The Federal Reserve has roiled markets in 2022 as it implements huge rate hikes in an effort to moderate the steepest inflation in 40 years. That’s made cash a more attractive hideout for investors seeking shelter from market gyrations – even though the highest inflation in forty years has dented its appeal.
Barrons.com
Short-Term Bonds Yield 4%. Why They Could Beat Cash.
A rising interest-rate environment typically pressures bond prices, which move inversely to yields. But this could be a good entry point for short-term bonds.
Bloomberg
Gold Plunges to Lowest in Two Years Amid Fed Rate-Hike Bets
(Bloomberg) — Gold fell to the lowest since April 2020 amid expectations of more aggressive interest-rate hikes by the Federal Reserve despite a fresh round of mixed US data.Most Read from BloombergAdobe Near Deal for Online Design Startup Figma, Sources SayRay Dalio Does the Math: Rates at 4.5% Would Sink Stocks by 20%Putin Acknowledges Xi’s ‘Concerns’ on Ukraine, Showing TensionAdobe Tumbles After Deal to Buy Figma for About $20 BillionPutin’s Options Narrow After Ukraine Scores Battlefield R
Barrons.com
Cash Is No Longer Trash. T-Bill Yields Near 4%.
Surging yields don’t just benefit seniors and savers. They help companies like Berkshire Hathaway, Apple, Alphabet, and Microsoft sitting on tens of billions in cash.
Motley Fool
60% of Warren Buffett’s Portfolio Is Invested in These 3 Stocks
Warren Buffett is one of the best investors of all time. Since 1965, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), the masterfully crafted conglomerate he helped build, has returned over 20% annually, creating fortunes for its shareowners along the way. Berkshire’s public stock portfolio is thus closely watched by investors seeking to build lasting wealth in the stock market.
Bloomberg
Fed Seen Raising to 4% in 2022 And Signaling Higher for Longer
(Bloomberg) — Sign up for the New Economy Daily newsletter, follow us @economics and subscribe to our podcast.Most Read from BloombergPatagonia Billionaire Who Gave Up Company Skirts $700 Million Tax HitGermany Tightens Control Over Industry With Russian Oil GrabJeff Bezos Loses Spot as World’s Second Richest Person to Gautam AdaniPutin Acknowledges Xi’s ‘Concerns’ on Ukraine, Showing TensionAdobe Near Deal for Online Design Startup Figma, Sources SayFederal Reserve officials will signal a more
Bloomberg
Summers Expects Fed to Raise Rates Above 4.3% to Curb Inflation
(Bloomberg) — The Federal Reserve may have to eventually raise rates above 4.3% to control inflation, Former Treasury Secretary Lawrence Summers said Thursday. Most Read from BloombergAdobe Near Deal for Online Design Startup Figma, Sources SayRay Dalio Does the Math: Rates at 4.5% Would Sink Stocks by 20%Putin Acknowledges Xi’s ‘Concerns’ on Ukraine, Showing TensionAdobe Tumbles After Deal to Buy Figma for About $20 BillionGermany Seizes Assets of Russian Oil Giant RosneftSpeaking at an event
MarketWatch
These 20 stocks have short interest of 19% or more, and AMC and GameStop are not even in the top half
DEEP DIVE Short selling is a trading technique that gets especially popular during bear markets in stocks. Short selling — or betting on a decline in prices — can come to the fore if investors suspect a company is entering a difficult period, during a period of stress on financial markets, or when a group of traders acts to bid up the shares of companies that professional investors have bet against.
Reuters
GLOBAL MARKETS-Stocks fall, 2-year yields soar with rates, economy in focus
Wall Street indexes followed European stocks lower on Friday and short-dated Treasury yields soared while the dollar rose as investors braced for a U.S. interest rate hike next week and grew alarmed at signs of a global economic slowdown. Souring the mood was a warning from FedEx Corp late on Thursday that a global demand slowdown accelerated at the end of August and was on pace to worsen in the November quarter, causing it to withdraw its financial forecasts. The FedEx warning “set the tone for people being forced to take on board what they had been reluctant to take on board all along – that rates will be higher for longer,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities USA.
Reuters
GLOBAL MARKETS-U.S. stocks slip while yields rise, Fed in focus
Wall Street indexes were firmly in the red after a choppy start to Thursday’s session while bond yields rose as investors digested economic data that provided the Federal Reserve little reason to ease its aggressive interest rate hiking cycle. Oil futures tumbled more than 3% on demand concerns and after a tentative agreement that would avert a U.S. rail strike, as well as continued U.S. dollar strength with expectations for a large U.S. rate increase.
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