Tag Archives: SYND

Because now is the time to buy stocks

Text size September lived up to its reputation as the toughest time of year for stock investors. Michael Nagle/Bloomberg The outlook for the market is hazy at best and there are no meatballs involved. Questions about the strength of the economy, what the Federal Reserve plans to do and even the path of corporate earnings… Read More »

September is over. It’s time to buy stocks.

Text size September lived up to its reputation as the toughest time of year for stock investors. Michael Nagle/Bloomberg The outlook for the market is hazy at best and there are no meatballs involved. Questions about the strength of the economy, what the Federal Reserve plans to do and even the path of corporate earnings… Read More »

Higher rates could last for a while. That doesn’t mean stocks and bonds don’t have a price to buy.

Not long ago, the Naked Cowboy was tasked with promoting an NFT. Remember those? Spencer Platt/Getty Images Text size Where have all these weirdos gone? Not even two years ago, in a cover story on the state of finance, I opened with a cowboy in his underwear serenading a Times Square duo in matching onesies… Read More »

Insurers flee California at risk of wildfires. The state has a solution.

Text size The Rabbit Fire in California this summer. David Swanson/Getty Images California regulators are making reforms to the state’s insurance system as companies flee amid growing climate risks for which they say they are not adequately compensated. First, some context. Property insurers are feeling growing financial pressure: California’s drier, hotter weather has caused more… Read More »

Treasury bond yields are set to rise. The stock market won’t like it.

Text size Federal Reserve Chair Jerome Powell said the central bank would proceed cautiously in raising rates. Chen Mengtong/China News Service/VCG/Getty Images) We go back to the future for interest rates. The benchmark 10-year Treasury yield briefly topped the 4.5% level last week, which was widely seen as the highest level since 2007. That makes… Read More »

Treasury yields are rising, but that doesn’t make bonds a buy

Yields are recovering. Years ago, this was a sardonic observation about the bond market: Bonds are collapsing because of the inescapable inverse relationship between their prices and yields. However, future higher interest income from new purchases of fixed income securities only slightly offset capital losses on previous holdings. At one point, yields had risen so… Read More »

Disney shares could rise 50%, says JP Morgan

Text size These reports, excerpted and edited by Barron’s, were recently published by investment and research firms. The reports are a sample of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Walt Disney • DIS-NYSE Overweight • Price $82.56 on September 21st by JP Morgan Walt Disney hosted an analyst… Read More »

Utility stocks are cheap. And their dividends remain attractive.

Utility stocks, a popular haven for dividend investors, have lost some steam this year as investors have focused on technology stocks and other faster-growing parts of the market. Utilities aren’t the only ones. The relative strength of a basket of defensive stocks, including consumer staples, utilities and healthcare, versus a basket of all other sectors… Read More »

Tesla’s delivery estimates are decreasing. There’s good and bad news about it.

Text size Tesla will report third-quarter delivery data on October 2 Liesa Johannssen/Bloomberg The third quarter is almost over and Tesla There are about two weeks left until the quarterly delivery report. That means it’s time for Wall Street analysts to sharpen their pencils and fix the numbers. The direction of their delivery estimates will… Read More »

Tesla is the most shorted auto stock. Rivian and Ford are numbers two and three.

Text size Among the top 20 most heavily shorted transportation stocks, Tesla represents nearly 60% of the capital committed by short sellers. Brent Lewin/Bloomberg The UAW is asking for it Ford engine and the other two automakers with roots in Detroit for big pay raises and a four-day work week. The demands threaten to upend… Read More »