Kari joins the Halftime traders as they give their top stocks to watch for the second half and discuss the most recent rally in Energy.
Watch the first video on CNBC.com
Watch the second video on CNBC.com
This morning, the WSJ article had a piece similar to our most recent Investment Perspectives on market timing and the impact to investor returns. There is a lot of overlap between the two pieces but there are a few stats in the WSJ article that were interesting, particularly about which types of funds’ investors “market time” the most.
Citing Census Bureau information, politicians and media pundits often claim that Americans are no better off than they were 30 years ago. However, as detailed in this Economist article, a new report by the Congressional Budget Office disputes this claim, painting a rosier picture of American prosperity.
Kari was featured on CNBC’s Closing Bell segment Friday afternoon on which she discussed the stock market winners and losers of the week.
The recent Facebook “crisis” over user data is just the latest chapter in the long history of corporate crises. In this article, The Economist analyzes the impact of such crises on long-term shareholder value.
Healthcare has been a great sector in which to invest for many years now. But as The Economist lays out in this article, there are factors in place that may change the source of those high returns, especially for some participants in the industry.
Index funds are risky for a variety of reasons. Left to their own devices, investors in passive vehicles tend to underperform the market given their penchant to enter and exit equities at exactly the wrong time.
Kudos to Maura Healey, whom I (Kari) know and respect, for investigating how Facebook sold/offered/handed over or otherwise were convinced to share member data with a “company” or “researcher” with unclear and unexplained motives.
Active managers are holding fewer stocks and therefore, in a sense, becoming more active. The bigger bets on individual stocks should increase the dispersion of active manager performance.
Excellent review of the struggle investors have between growth and high interest rates that curb earnings.
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