The stock market is at the same valuation as when Greenspan made his ‘irrational exuberance’ comment
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Einhorn says the market is at the fartcoin stage of the cycle. His fund bought Peloton and made these moves.
David Einhorn’s Greenlight Capital is keeping Big Tech at arm’s length, along with crypto. Here’s what the hedge fund has been buying lately.MarketWatch - 11h -
McDonald’s Just Made a $76 Billion Announcement. You Should Probably Do the Exact Same Thing
Humility can be a virtue, but so can moderation.Inc. - 3d -
Reader callout: what’s wrong with the London stock market?
Debate rages as key UK companies list elsewhereFinancial Times - 5d -
A stock market sell signal’s been turned off. The market’s more sober.
Fund-manager cash levels are rising, one of a number of indicators showing that last year’s frothy market conditions have subsided and that sentiment has become more sober, Bank of America ...MarketWatch - 5d -
U.S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while.
U.S. stocks are trading at a pretty lofty level, but investors shouldn’t expect mean reversion anytime soon, according to BofA Global Research.MarketWatch - Jan. 10 -
Dozens of lawmakers beat stock market in 2024: Report
The stock portfolios of more than two dozen lawmakers once again outperformed the market as bans on congressional stock trading stalled, according to a new report from the trading trackers at ...The Hill - Jan. 7 -
Is the US stock market in bubble territory?
Valuations might be frothy but don’t seem nuttyFinancial Times - Jan. 7 -
Deutsche Bank says it’s now overweight Europe stocks vs. the U.S. Valuation is just one reason.
There’s never been a bigger valuation gap between European and U.S. stocks, and that’s not the only reason why Deutsche Bank now says it prefers equities on the Continent on a tactical basis.MarketWatch - Jan. 7 -
Trump comments deepen GOP disagreement over how to pass his agenda
President-elect Trump’s public back-and-forth over whether Republicans should pass his agenda in one or two massive packages is deepening the disagreements among lawmakers over how to tackle the ...The Hill - Jan. 7
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Americans buy $900 billion a year in stuff from Mexico and Canada. Tariffs could affect these prices the most.
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One reason renting is better than buying — for now
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EA cuts outlook as growth of one of its key videogame franchises has stalled
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Netflix keeps defying the doubters. One now thinks the stock could soar 56%.
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Why AMD could surprise Wall Street with better-than-expected earnings
AMD is under heavy pressure to defend its stock-market valuation.MarketWatch - 1h
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South Korea fourth-quarter GDP grows at its slowest pace in six quarters, missing expectations
The country's economy expanded by 1.2% year on year, missing analysts' expectations of 1.4% growth.CNBC - 14m -
Trumps Threatens Tariffs Feb. 1 on Canada, Mexico and China
The president said he will impose tariffs Feb. 1 on products from Canada, Mexico and China, countries that together account for more than a third of U.S. trade.The New York Times - 15m -
Americans buy $900 billion a year in stuff from Mexico and Canada. Tariffs could affect these prices the most.
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One reason renting is better than buying — for now
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SK Hynix fourth-quarter profit soars to a record high, beating expectations on AI boom
South Korea’s SK Hynix, one of the world’s largest memory chipmakers supported by strong sales of high bandwidth memory (HBM) used in generative AI.CNBC - 30m