Brad Simpson On Rising Iran-Israel Tensions And The Implications For Markets

Brad Simpson, Chief Wealth Strategist at TD Wealth, speaks with MoneyTalk's Greg Bonnell about the rising tensions in the Middle East and the potential implications for markets. He says there is no good news for the financial markets from an Iran-Israel conflict. Simpson says the situation is well-telegraphed and will continue to build.

Tesla’s stock keeps getting cheaper — and Cathie Wood’s ETFs keep buying it

Roku's Analysts Are Changing Their Forecasts On The Stock - Here's Why

Benchmark analyst Daniel Kurnos reiterated Roku Inc (NASDAQ:ROKU) with a Buy rating and a $115 price target. The analyst noted that Roku has had a tough couple of months since the last print. The company's shares moved back below the hypothetical $60 support level.

Fed Interference Makes Markets Hard To Predict

The Fed has implemented backdoor quantitative easing through bank bailouts and subsidies in the overnight repo market, distorting the stock market. Promised rate cuts by the Fed may not materialize due to the record amount of Treasuries being sold and rising interest rates. The Biden administration has also distorted the energy landscape by selling off half of the US oil reserves.

Looking Back At Equity Factors In Q1 2024 With WisdomTree

Home Investing Strategy Portfolio Strategy Looking Back At Equity Factors In Q1 2024 With WisdomTree. This year started on a strong note, with global equity markets gaining 8.9%. The only weakness remains in Asia, leading to emerging markets returning only 2.4%.

Tracking Cathie Wood's ARK Invest 13F Portfolio - Q1 2024 Update

ARK Invest's 13F portfolio value decreased by 15% this quarter. The top three holdings in the portfolio are Coinbase Global, Tesla, and Block. ARK Invest increased its stakes in Tesla, Roku, Unity Software, and Palantir Technologies. The number of holdings increased from 223 to 230.

Rate Cut Forecast Now Seen For September At Earliest

Rate Cut Forecast Now Seen For September At Earliest Apr. 19, 2024. September is now seen as the earliest date for policy easing. Fed funds futures on April 18 are estimating a roughly 71% probability that the Federal Reserve will reduce its current 5.25-5.50% target rate at the Sep. 18 meeting.

Turbulence Signaled By S&P 500 Dividend Futures Arrives

Home Market Outlook Today's Market Turbulence Signaled By S&P 500 Dividend Futures Arrives Apr. 19, 2024. The S&p 500 has dropped nearly four percent from the record high level it reached at the end of March 2024. Four weeks ago, CME Group's FedWatch Tool indicated investors expected a quarter of a rate cut.

Cathie Wood Sees Value In Tesla Wreckage As Ark Buys $13M Worth Of EV Giant's Stock, Loads Up On Bitcoin And Ethereum ETFs

Cathie Wood’s Ark Investment Management purchased 88,720 shares of Tesla, Inc. On Thursday. The stock closed at its lowest level since January 25, 2023. Tesla fell for a fifth straight session on Thursday, breaching a psychological threshold. Ark has been accumulating Tesla shares for three consecutive days.

Belated March CPI Analysis

March CPI release convinced the Fed and the market that inflation has stalled. Boy Wirat says he thinks the great inflation bubble that started three years ago has long since popped. He says the main reason inflation is still high is because of the way shelter costs are calculated. Boy says housing price inflation has dropped significantly from its peak.

To The Moon! A Look Inside An ETF Focused On Companies At The Cutting Edge Of Innovation

Cathie Wood's fund ARK Invest invests in companies she expects to be the leaders of disruptive innovation. The fund is down 15% this year. Wood is a fan of investing in the companies of tomorrow. Her fund invests in the cutting-edge technologies of the day.

What Is The U.S. National Debt's Risk To Investments?

Exploring ARK and Destiny's Rival Approaches to Private Market Investments

ARK Investment Management and Destiny Tech100 engage in a public rivalry over access to private investments for retail investors. ARK criticized Destiny's DXYZ fund for its high premium and lack of investor liquidity. The two firms aim to bridge the gap between public and private markets.

Global Growth Returns And The 2025 Fiscal Reckoning

Gold prices are hitting all-time highs despite outflows from U.S. Bullion ETFs. Investors should be prepared for a gold/bitcoin/bitcoin bull market in 2024-2025, says Klaus Vedfelt. Gold is signaling that government spending policy could be wildly stimulative.

Higher-For-Longer Risk For Rates Drives Up Treasury Yields

Federal Reserve Chairman Jerome Powell on Tuesday conceded that inflation progress has stalled and the case for rate cuts has weakened. The 10-year Treasury yield is paying attention and rose to 4.67%, the highest since Nov. 6. The Treasury market has convinced the crowd to demand a higher yield.

The AI Hype Cycle

Artificial Intelligence (AI) has undergone continuous cycles of development, disillusionment, and progress. Manning & Napier believes we are in the early stages of a 'mini hype cycle' for AI. The company believes we will reach a state of general-purpose AI in 5 years.

Teen Employment Numbers Improve In March 2024

According to the U.S. Bureau of Labor Statistics, teen employment surged in March 2024. The number of teens Age 16 to 19 counted as employed jumped by 224,000 to reach 5,832,000. Number of Americans Age 18 and 19 with jobs rose 161,000 from the previous month to 3,756,000, the highest since April 2008.

Cathie Wood's Ark Invest Swoops In To Buy $10.3M Worth Of Tesla Shares Amid Downturn In Price

Cathie Wood-led Ark Invest continued its buying spree of Tesla Inc (NASDAQ:TSLA) shares on Wednesday. Ark Invest purchased 66,504 shares of Tesla for $10.34 million. The electric vehicle maker's stock is facing a fourth consecutive day of losses.

ARKK: The Real Rate Rebound Is Bad News For Cash-Flow Negative Stocks

ARK Innovation ETF ARKK has performed poorly compared to the overall technology sector. The technology sector has had a strong year, outperforming the S&P 500 by over 15%. The ARK Innovation ETF has risen by just 12% since I last covered it. ARKK's top ten holdings have high valuations, face competition, and most lose money. I believe ARKK is a short opportunity and will decline quickly.

The Stock Market Sell-Off May Have Only Just Begun

The S&P 500 has pulled back 4% from recent highs, but it's not due to geopolitical tension. Rates, the dollar, yen, and oil are not reflecting typical flight to safety characteristics. Markets are correcting for their massive blunder. Financial conditions are tightening, and the market is correcting its errors.