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2 episodes with wolfe research
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As Wall Street awaits Trump's tariff announcement, Wolfe Research's Tobin Marcus says investors are underestimating one of their key features. But it's not just tariffs making news, the last-minute bids for TikTok coming in fast and furious ahead of Saturday's deadline. We bring you all the headlines and the big names stepping up to buy it.
Bloomberg Opinion Columnist Mohamed El-Erian analyzes this morning's jobs report and nonfarm payroll data. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. Stephanie Roth of Wolfe Research and Kathy Jones of Charles Schwab also join the panel.See omnystudio.com/listener for privacy information.
Intel (INTC) is rallying as Broadcom (AVGO) and TSMC (TSM) both weigh takeover deals that would break up intel, Southwest (LUV) rises after announcing it will reduce its workforce, and Snowflake (SNOW) rises after an upgrade from Wolfe Research.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Una de las industrias que más se está viendo perjudicada por los aranceles es la del automóvil. Según un estudio realizado por el banco de inversión Benchmark Co, las próximas tarifas de Trump elevarán el coste medio de los automóviles en Estados Unidos en 5.790 dólares. El precio medio de un coche en el país pasaría a ser de 54.500 dólares, un 12 % más que en 2024. Y es que México, uno de los países afectados por los aranceles, es también uno de los mayores exportadores de vehículos al país norteamericano. Según datos de la Secretaría de Economía de México, el país exporta vehículos por valor de 35.000 millones de dólares. Esto lógicamente tiene preocupados a los CEOs de las principales marcas de automóviles estadounidenses. Ignacio Vacchiano, country manager en Iberia De Leverage Shares. La preocupación por estos aranceles se instaló en estas marcas ya desde que Trump ganó las elecciones. Mary Barra, CEO de General Motors, reveló que su compañía ya estaba tomando medidas desde entonces. Desde General Motors parecen que están más en línea con la política de Trump. Barra, durante una conferencia de inversiones de Wolfe Research, dijo creer que política iba a seguir Trump y que esperaba mitigar el impacto de estos aranceles en un 50%. Además, reconoció hace un par de semanas a la CNBC que mantuvo una “conversación gratificante” con el presidente. Desde la compañía tienen claro que México juega un papel fundamental. Unos contraaranceles de los dos países pertenecientes al TMEC también provocaría que los coches estadounidenses fueran más caros en Canadá y en México, algo de suma importancia si vemos como son las exportaciones de vehículos en estos dos países. En 2023, dos de los coches más vendidos en México fueron la Equinox Chevrolet, de General Motors y la RAM 2500 de Chrysler. En Canadá por ejemplo, el coche más vendido fue el Ford F-series. Además, el producto que más exportó Estados Unidos a Canadá en 2023 fueron los coches, por un valor de 16 mil millones de dólares. Uno de los puntos más débiles de estas dos economías es la poca importancia que tienen por el momento sus marcas propias. Tanto en México como en Canadá la industria automovilística es muy importante pero el terreno lo tenían ganado las marcas extranjeras. Ahora puede ser un buen momento para apostar aún más por sus propias marcas de coches.
FFB Episode 213 - Wolfe Research Broadband Market Outlook by Fiber for Breakfast with Gary Bolton
Jenny Horne looks at a pair of analyst moves to end the week. TD Cowen upgraded Salesforce (CRM) to Buy from Hold, as shares have reached a "compelling entry point." Meanwhile, Wolfe Research downgraded Spotify (SPOT) to Peer Perform from Outperform, citing revenue forecasts "look full" following price hikes on its consumer base. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Salesforce (CRM) gets an upgrade from TD Cowen advising to buy the dip, American Airlines (AAL) gets a positive note from BoFA, and Spotify (SPOT) drops after Wolfe Research says the company's revenue forecasts look full. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Daily Business and Finance Show - Friday, 17 January 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Biden finalizing DoE loans for Plug Power, Rivian before Trump returns - Bloomberg Trump's DoE pick pledges to 'unleash' LNG, nuclear power by paring bureaucracy Tesla offers discounts on some Cybertrucks as EV competition heats up Blue Owl Capital sees Q4 investment EPS of $1.01 UnitedHealth Q4 revenue miss caps a turbulent year Google Gemini paid subscribers fall behind ChatGPT, Claude: report UnitedHealth posts rare quarterly miss amid rising medical expenses AbbVie retains Humira market share above 70%: report AMD downgraded at Wolfe Research as firm expects slower GPU revenue growth Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla (TSLA) gets a price target hike after Thursday's sell-off. Wolfe Research upgrades Chewy (CHWY) and its stock ticks higher. Hindenburg Research discloses the short position on Carvana (CVNA). Tom White talks about the biggest movers to start the final trading day of the week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
Der S&P 500 und Nasdaq notieren 3,6 Prozent und 4,4 Prozent unter den jüngsten Rekorden. Wie am Dienstag und am Donnerstag sehen wir eine vorbörslich freundliche Tendenz. Entscheidend wird sein, ob sich die Gewinne nun halten können. Die Nachrichtenlage ist insgesamt dünn. Bei Apple gibt es erneut Hinweise auf ein schwaches Nachfrageumfeld in China. Wie dem auch sei, äußern sich die Analysten von Bernstein und der Bank of Amerika positive zu der Aktie. Bernstein hebt außerdem die Kursziele von HP Inc. und von IBM leicht an. Die Aktien der Banken und Kreditkartengesellschaften sollten von positiven Kommentaren von Wells Fargo profitieren. Die Kursziele von American Express, der Citigroup und von Visa werden dort angehoben. Wolfe Research äußert sich wiederum zu den Aktien von JP Morgan optimistisch. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Werbung | Besonderes Angebot für unsere Hörer: Testet das digitale Handelsblatt 4 Wochen für 1 €, bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert und sichert euch zugleich eine tolle Gewinnchance. Mehr zum Handelsblatt-Vorteilsangebot erfahrt ihr auf: www.handelsblatt.com/winterspecial Werbung | EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt Der S&P 500 und Nasdaq notieren 3,6 Prozent und 4,4 Prozent unter den jüngsten Rekorden. Wie am Dienstag und am Donnerstag sehen wir eine vorbörslich freundliche Tendenz. Entscheidend wird sein, ob sich die Gewinne nun halten können. Die Nachrichtenlage ist insgesamt dünn. Bei Apple gibt es erneut Hinweise auf ein schwaches Nachfrageumfeld in China. Wie dem auch sei, äußern sich die Analysten von Bernstein und der Bank of Amerika positive zu der Aktie. Bernstein hebt außerdem die Kursziele von HP Inc. und von IBM leicht an. Die Aktien der Banken und Kreditkartengesellschaften sollten von positiven Kommentaren von Wells Fargo profitieren. Die Kursziele von American Express, der Citigroup und von Visa werden dort angehoben. Wolfe Research äußert sich wiederum zu den Aktien von JP Morgan optimistisch.
AMD Inc. (AMD) slipped near its 52-week low after Wolfe Research said the company could face problems heading into its January quarter. Caroline Woods points to projected A.I. and PC growth as the culprits behind Wolfe's thesis. Tim Biggam then offers an example trade for AMD. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Wall Street Journal reports that Apple (AAPL) is considering trimming down its iPhone models and creating foldable phones. Wolfe Research bumped up price targets on several software stocks like Salesforce (CRM), Palo Alto Networks (PANW), and ServiceNow (NOW). Alex Coffey talks about what's behind the biggest tech moves of the morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
With the US economy so far experiencing a 'soft landing' scenario, Wolfe Research's Stephanie Roth discusses the current state of play for the world's largest economy and the emerging risk factors for the year ahead. With the Fed looking at continued rate cuts, and a presidential election only months away, it's all eyes on the US economy.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Stephanie Roth, Chief Economist at Wolfe Research, LLChttps://bit.ly/46ku3cmEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging dealing in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central ...
Tesla shares are sinking after the EV maker missed earnings estimates for the fourth straight quarter. CFRA's Garrett Nelson explains. Plus, Alphabet is also under pressure as investors focus on the decline in YouTube ad sales. Wolfe Research's Shweta Khajuria dives into the report. And, the drag on Big Tech is weighing on the rest of the market. Delancey Wealth Management's Ivory Johnson and Pivotal Advisors' Tiffany McGhee discuss.
-Steven Ricchiuto, US Chief Economist, Mizuho Securities-David Kelly, Chief Global Strategist, JPMorgan Asset Management-Tobin Marcus, Head of Policy & Politics, Wolfe Research Mizuho Americas' Steven Ricchiuto & JPMorgan Asset Management's David Kelly react to the hotter-than-expected March CPI print, with differing takes on how it impacts monetary policy. Tobin Marcus, Head of Policy & Politics at Wolfe Research, discusses Japan Prime Minister Kishida's visit to Washington amid tensions over the US Steel takeover, as well as the Federal Reserve's outlook and legacy.See omnystudio.com/listener for privacy information.
Jim and Jeff discuss Eaton being downgraded at Wolfe Research. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer
ABD piyasalarına yönelik ekonomi haberleri, yani akşam bültenimiz yayında! Bugünkü bültenimizin menüsünde; Reddit'ten insider satışı, Amazon'dan ek yatırım, Wolfe Research'ün Bitcoin ve altına yönelik yorumları ve altına yönelik güncel görünüm yer alıyor. Akşam bülteni serimizde bahsi geçen haberleri okumak isterseniz, getmidas.com/midasin-kulaklari adresindeki haberlerimize göz atabilirsiniz. Midas uygulamasını indir: https://app.getmidas.com/gmih/mie6gpeu Midas'ın Kulakları: https://www.getmidas.com/midasin-kulaklari Twitter: https://twitter.com/getmidas Instagram: https://www.instagram.com/get_midas/ Not: Bu içerik, içeriğin yayınlandığı günkü veriler ve haberler baz alınarak hazırlanmıştır. Eğer varsa içerikte geçen hedef fiyat tahminleri, uzman ve analist yorumları bu içeriğin yayınlandığı tarihte geçerlidir. Bu tahmin ve yorumlar zaman içinde değişkenlik gösterebilmektedir. Bu podcast'te yer alan haberler ve haberlerin içerdiği şirketler hakkındaki bilgiler yatırım danışmanlığı kapsamında değildir. Bahsi geçen hisselerdeki; hisse adı, fiyatı ve grafikleri de dahil temsilidir, yatırım tavsiyesi değildir.
Is there a 'no-landing' scenario for the global economy? Moz talks to Chris Senyek, Chief Investment Strategist at Wolfe Research about the unexpected strength of the US and global economy, with inflation numbers going in the right direction and the market bull run extending its 18 month run, repeatedly proving sceptics wrong.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Chris Senyek, Chief Investment Strategist at Wolfe Researchhttps://bit.ly/3scDZmlEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging dealing in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuant to the Banks and Trust Companies Regulation Act, 2000 as a Bank and Trust company. Registered office: Goodman‘s Bay Corporate Centre West ...
Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck. Learn more about your ad choices. Visit megaphone.fm/adchoices
A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlitz and Oppenheimer's Brian Nagel debate the health of consumer spending. Plus, President Biden is reportedly planning to express concern over Nippon Steel's takeover proposal for U.S. Steel. Wolfe Research's Timna Tanners explains. And, today's producer prices will give investors a final read on inflation before next week's Fed meeting. GLOBALT Investments' Thomas Martin and Crossmark Global Investments' Victoria Fernandez discuss.
Netflix shares are surging after the company blew past expectations in its most recent earnings report. Wolfe Research's Peter Supino explains. Plus, investors are also awaiting results from Tesla. KKM Financial's Jeff Kilburg tees up the numbers. And, pressure is mounting on Boeing in the wake of the Alaska Air plug blowout. Jefferies' Sheila Kahyaoglu discusses.
Wolfe Research's Chris Senyek out with a bearish market call; he joins the show to break down the reasons he's pessimistic. Earnings from MongoDB, Box and Toll Brothers, plus market talk with Profit Investments CEO Eugene Profit and Vital Knowledge's Adam Crisafulli. Gabelli Funds PM Jeff Jonas gives his top healthcare picks. Seaport analyst Ken Zener breaks down Toll Brother's numbers and the broader homebuilding sector. Plus, our Eunice Yoon on why Moody's issued a warning on China's credit outlook.
Dr. Andy Wolf is a research scientist, professor at Tarleton State University, and a former college coach and baseball player. He has conducted extensive research in the field of sports science, focusing on improving training methods for various athletic populations, including baseball players and rodeo athletes. Dr. Wolf discusses his research on improving training methods for baseball players and rodeo athletes. He emphasizes the importance of individualized training based on specific positions and the need to consider factors such as grip strength and arm angles. He also explores the use of technology, such as GPS and arm sleeves, to monitor and adjust training load. Dr. Wolf highlights the significance of resilience in training and the potential benefits of incorporating ice baths. He concludes by discussing his study on the correlation between grip strength and hitting performance metrics in collegiate baseball players.Timestamps:[3:28] Research and Background[6:48] New Technology[9:17] The Art of Coaching Players[11:49] The Purpose of Training is to Adapt[13:23] Enhancing Resilience[15:04] The Importance of Curiosity[17:01] AHA! Moments while Studying[21:05] Advice to Coaches and Players[25:18] Utilizing the Blast Motion[31:46] Focusing Lifting Heavy Stuff Fast[33:50] Amount of Reps[37:04] Recommendations for Position Players[42:38] Deadlift Exercise[46:55] Inspiring Strength Coaches[49:17] Water Bags TrainingOfficial Fb PageWebsiteFull Research Study on Grip Strength Hosted on Acast. See acast.com/privacy for more information.
Will value catch up to growth's steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap!Ari Wald, CMT, CFA joins us in Episode #32 where we explore the detailed and comprehensive market research behind Oppenheimer's head of Technical Analysis. Before getting into markets, Ari walks through the “genealogy” of his career with influences from mentors like Andrew Burkly, Charlie Blood, and Sam Burns. These Wall St. veterans shaped Ari's research process from contrarian views looking for turning points and mean reversion in every chart, to the trend-following outlook anchored on the momentum factor which he delivers today. Throughout Ari's career the toolkit has been consistent and the focus on objective, quantifiable tools has been the hallmark. From Brown Brothers Harriman to Wolfe Research and now Oppenheimer, Ari has added tremendous value to his institutional clients and to the CMT Community worldwide. Most importantly, his thorough bottom-up review of thousands of securities combined with a historical appreciation for economic cycles and big picture view on the state of the investable environment provide clients with a repeatable disciplined process they can rely on. Enjoy the latest interview with your co-hosts David Lundgren, CMT, CFA and Tyler Wood, CMT.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org
Netflix reports earnings after the close today as investors look for insight into the impact of the company's ad-supported tier and password sharing crackdown. Wolfe Research's Peter Supino discusses. Plus, Tesla is also gearing up to post results amid a massive rally for the stock. ROTH Capital's Craig Irwin explains why he's still bearish on the name. And, Goldman Sachs closes out a busy few days of big bank earnings this morning. Piper Sandler's Stephen Scouten breaks down the performance in financials.
Chinese authorities announce $984M fine for Alibaba (BABA) affiliate Ant Group. Jenny Horne discusses this as the fine would bring short-term pain, but may signal the end to Chinese regulatory pressures on the tech sector. She then goes over how Wolfe Research downgrades Paramount (PARA) and Warner Bros. Discovery (WBD). Wolfe notes that PARA says linear advertising exposure is an "Achilles heel under attack." The analyst also says that the risk of significant TV advertising downturn is imminent in relation to WBD. Tune in to find out more about the stock market today.
Tech has had a stellar start to 2023, but as investors look ahead to the second half of the year, they're growing more focused on the potential risks around mega-cap tech's massive market concentration. Big Technology's Alex Kantrowitz discusses the outlook. Plus, the Biden administration has now allocated more than $260 billion for thousands of infrastructure projects, ranging from broadband and public transit to roads and bridges. Wolfe Research's Timna Tanners breaks down which companies are set to benefit. And, a slew of housing data is out this week, providing fresh insight into the sector following the Fed's first pause in its interest rate hiking campaign in more than a year. Brown Harris Stevens CEO Bess Freedman lays out her expectations.
Check out the latest episode of the All-Things Fisker Podcast as we provide the latest on Fisker Ocean One deliveries and much more. Listen to an exciting new episode of the All-Things Fisker Podcast! In Episode 28, we talk about Fisker Ocean One deliveries and some new developments. We discuss a lot of things that Henrik Fisker did this past week, from posting about a "Sea" of Fisker Oceans and the Fisker Ronin to his response to the equity analyst at Wolfe Research. We will also highlight the latest updates with Fisker Insurance and upcoming Fisker events in North America and Europe. You can also watch the live podcast on YouTube. We hope you enjoy this episode!
Check out the latest episode of the All-Things Fisker Podcast as we provide the latest on Fisker Ocean One deliveries and much more. Listen to an exciting new episode of the All-Things Fisker Podcast! In Episode 28, we talk about Fisker Ocean One deliveries and some new developments. We discuss a lot of things that Henrik Fisker did this past week, from posting about a "Sea" of Fisker Oceans and the Fisker Ronin to his response to the equity analyst at Wolfe Research. We will also highlight the latest updates with Fisker Insurance and upcoming Fisker events in North America and Europe. You can also watch the live podcast on YouTube. We hope you enjoy this episode!
The bipartisan deal to raise the U.S. debt ceiling cleared a key hurdle last night and is now on its way to a full House vote later today. Stifel's Brian Gardner explains the latest. Plus, Cleveland Fed President Loretta Mester says she doesn't see any compelling reasons to pause interest rate hikes ahead of the central bank's next meeting. Milken Institute's William Lee discusses the outlook. And, is Taylor Swift's blowout Era's tour a sign for a strong live entertainment landscape this summer? Wolfe Research's Peter Supino weighs in.
Shares of the cratering Walt Disney Co. were downgraded Friday after an analyst for Wolfe Research accused the child groomers of “cognitive dissonance.” The likelihood that the United States will experience an economic recession at some point over the next year has risen to a 40-year high, according to a probability model created by the New York Federal Reserve. Computer engineers and tech-inclined political scientists have warned for years that cheap, powerful artificial intelligence tools would soon allow anyone to create fake images, video and audio that was realistic enough to fool voters and perhaps sway an election. Plus, more on today's episode.
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.CNBC's Hugh Son joins ‘The Exchange' to discuss Goldman Sachs' A.I. powered social network Louisa, the startup community Louisa focuses on, andhow Louisa uses A.I. to pre-populate user information.Ben White, chief economic correspondent at Politico, and CNBC's Kayla Tausche join ‘The Exchange' to discuss the ongoing debt ceiling negotiations, June tax revenue expectations, and Donald Trump's comments about the debt ceiling fight.Wolfe Research's Chris Senyek joins ‘The Exchange' to discuss positive guidance in industrials, inventory concerns impacting retail earnings, and guidance for the financial sector leading the downtrend.Andrew Jeffrey, managing director of fintech software research at Truist, joins ‘The Exchange' to discuss future of banking the shift towards digital banking, how SoFi is attracting deposits with a high-yield savings account, and the case for fintech services.Ran Eliasaf, Northwind Group founder and managing partner, joins ‘The Exchange' to discuss private equity funds stepping up lending as banks pullback, converting vacant hotels to multi family homes, and concerns about a macro downturn.CNBC's Pippa Stevens joins ‘The Exchange' to discuss solar stocks performing better following updated tax credit guidance, a stronger dollar sending oil prices lower, and China's role as a key player in commodity markets.
Averages closed near session highs with S&P 500 and Nasdaq in the green and Dow slightly negative. Axonic's Peter Cecchini and Vital Knowledge's Adam Crisafulli talk the market action and react to a raft of earnings including Robinhood, Unity Software and Beyond Meat. Dow component Disney fell after reporting earnings. Wolfe Research's Peter Supino broke down the negative investor reaction while former Amazon Studios head Matthew Ball talked long-term streaming strategy. Fresh from the stage at Google I/O conference, Google Cloud CEO Thomas Kurian talked the new AI tools GCP is offering and the intense cloud competition among big tech giants. Plus, Twilio CEO Jeff Lawson after his stock tumbled following weak guidance.
Taiwan is keeping a close eye on a Chinese aircraft carrier after China condemned the meeting between Taiwan president Tsai Ing-Wen and U.S. House Speaker Kevin McCarthy yesterday. Rhodium Group's Noah Barkin discusses the latest. Plus, Mastercard is out with its latest SpendingPulse data, showing spending growth increased by a smaller amount in March compared to February. Mastercard's Steve Sadove breaks down the results. And, Warner Brothers is approaching its one-year anniversary of merging with Discovery as the streaming wars heat up. Wolfe Research's Peter Supino explains why he's bullish on the stock.
Get Opto's best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy. As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, profits, and employment - to navigate periods between the beginning of an easing or a tightening cycle and understand how the economy responds to changes in rates. In this episode, we also explore the underperformance of housing stocks and Michael's thoughts on the future of the real estate market and the global economy in the next five years. Previously, Michael worked as Managing Director and Portfolio Strategist at Wolfe Research, LLC from 2010 to 2013 and at International Strategy and Investment Group (ISI) from 2007 to 2010. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.
➤ Fed backs bank depositors as SVB, Signature Bank collapse ➤ Rate expectations drop ➤ Various Tesla SEC filings ➤ Wolfe Research downgrades TSLA stock ➤ Report on Tesla's use of BYD batteries ➤ Tesla opens up Powerwall sales ➤ Tesla releases updates safety report ➤ Report on Plaid Model S top speed ➤ VW cuts prices in China ➤ Rivian and Amazon discuss ending exclusivity clause ➤ Starlink update ➤ Calendar Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
Our anchors begin today's show with CNBC's Frank Holland and Deutsche Bank analyst Brad Zelnick covering activist investor Elliott Management reportedly taking a multibillion-dollar stake in Salesforce. Then, our Julia Boorstin breaks down newly announced layoffs from Spotify, and Credit Suisse Head of U.S. Equity Strategy and Quantitative Research Jonathan Golub offers his predictions for tech EPS growth in Q4. Next, we take a deep dive into opportunities in China tech with CNBC's Seema Mody and MSA Capital Managing Partner Ben Harburg, and CNBC's Phil LeBeau looks at new auto prices to start 2023. Later, CNBC's Kate Rooney and Wolfe Research analyst Darrin Peller discuss big banks planning a new payment wallet.
Stocks selling off again as the major averages fall for a second straight week on rising recession fears. Fmr. Federal Reserve Vice Chair Richard Clarida says the Federal Reserve will ultimately bring down inflation with its rate hikes, but doesn't think that will result in a severe recession. Wolfe Research's Chris Senyek explains why he thinks stocks will fall 20% from here. MKM Partners Rohit Kulkarni and Loup Ventures Managing Partner Gene Munster discuss whether they see buying opportunities in beaten down tech stocks. And Canyon Partners Co-Founder Josh Friedman says the recent sell off is creating buying opportunities in the distressed debt market.
One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott Wapner and the Investment Committee debate NVIDIA earnings and what it means to the tech and chip sectors. Plus, a Call of the Day on Home Depot, with ownership on the desk, the Committee discuss if the name should be held or sold. And later, we go over some “unloved stocks with favorable signals”, a list released by Wolfe Research.
➤ Goldman Sachs issues new note on TSLA after meeting with investor relations ➤ Wolfe Research upgrades TSLA to Buy rating ➤TrueCar estimates August sales for Tesla ➤ China insured vehicle report ➤ FSD beta rollout expands as Tesla increases price ➤ Elon Musk comments on Powerwall supply ➤ Battery “experts” share thoughts on Tesla's 4680 progress ➤ Fleetpool announces Tesla ordering milestone ➤ Twitter case update Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
The Dow soaring more than 500 points after the Fed raised interest rates for the first time since 2018. The market making a big turnaround during Fed Chair Jay Powell's news conference. Fmr. National Economic Council Director Gary Cohn has instant reaction to Powell and explains why he doesn't think inflation has peaked. Wolfe Research's Steven Chubak on why he prefers brokerage stocks over the banks right now. Evercore ISI's Mark Mahaney on why investors should be in defensive tech stocks amid a higher interest rate environment.
Show #1387 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Saturday 26th February. It's Martyn Lee here and I go through every EV story so you don't have to. Welcome to a new PATREON PRODUCER MARK ILIFF. If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. VOLVO DISCUSSES EV ROADMAP WITH DEALERS – AUTOMOTIVE NEWS “Volvo Cars declared last year that it will be an all-electric brand by 2030. And last week in Miami, the automaker told its dealers how it plans to get there. The way forward? For starters, seven new and redesigned electrified models over the next few years, including five battery-electric vehicles and two plug-in hybrids.” “The new-vehicle onslaught will begin rolling out as early as next year, the Swedish automaker told a closed-door audience of about 800 retailers from across North and South America, according to people who attended the event and asked not to be identified.” “To pull it off, Volvo will begin ramping up plans to build more vehicles at its U.S. plant in Ridgeville, S.C., hiring more workers and introducing new models there” “The five new battery-electric vehicles it revealed last week include both a large and a small crossover, a sedan, and two sporty wagon-like models that Volvo executives referred to as "activity vehicles," according to the people who attended the meeting.” “The automaker also showed dealers redesigned versions of its S90 and XC90 plug-in hybrids. Volvo further charged up retailers with a forecast that should have significant profit ramifications for Volvo stores: The manufacturer said the new vehicle line will help retailers double their average store throughput to about 800 vehicles a year by 2025, dealers told Automotive News.” Original Source: https://www.autonews.com/cars-concepts/volvo-gives-dealers-its-road-map-ev-future CALIFORNIA LEADS THE NATION'S ZEV MARKET, SURPASSING 1 MILLION ELECTRIC VEHICLES SOLD - As California's booming zero-emission vehicle (ZEV) market continues to lead the nation, Governor Gavin Newsom lifted up the state surpassing 1 million plug-in electric cars, pickup trucks, SUVs and motorcycles sold in California – more than the total sales in the next 10 states combined. New data also show that California, with only 10 percent of the nation's cars, now accounts for over 40 percent of all zero-emission cars in the country. - The state has also implemented targeted policies to help more middle- and low-income consumers buy these ultra-clean vehicles. To date, over 30,000 low-income consumers have been assisted under the Clean Vehicle Rebate Project, which will now only apply to affordably priced electric vehicles. - Over the past 10 years, annual sales of plug-in electric vehicles in California have gone from just 7,000 in 2011 to more than a quarter of a million sold in 2021, making up more than 12 percent of all light-duty vehicle sales last year. California also leads the nation in all other zero-emission vehicle metrics, including the highest level of public funding, the largest EV market share percentage and the most extensive public charging infrastructure. Original Source : https://www.gov.ca.gov/2022/02/25/california-leads-the-nations-zev-market-surpassing-1-million-electric-vehicles-sold/ RIVIAN "ABSOLUTELY MAKING PROGRESS" ON PRODUCTION RAMP-UP: CEO - Rivian CEO RJ Scaringe said the EV startup is making progress in the increase of production of electric vehicles at its plant in Normal, Illinois. The executive delivered remarks about the production ramp-up during a Wolfe Research conference on February 24. - In a move to boost output, the CEO said Rivian idled the plant for the first 10 days of January to make changes on the production lines. - During the conference, RJ Scaringe also responded to a question about how big Rivian could become by 2030. As reported by Reuters, he said the company is aiming to take 10% share in the EV market. - As things stand at the moment, the main obstacle in Rivian's path is the production capacity. In January, the company was building around 200 vehicles per week, which is nowhere near enough to satisfy the existing demand in a reasonable amount of time. As of December 15, 2021, Rivian had about 71,000 preorders for the R1T and R1S in the US and Canada. Original Source : https://insideevs.com/news/569904/rivian-making-progress-production-ramp FARADAY FUTURE IS PREPARING TO ACTUALLY SELL ITS FF 91 - Despite a litany of financial struggles and botched factory plans, Faraday Future has built its first production-intent car. This week, the EV startup unveiled the FF 91 at its Hanford, California-based plant, and announced it would begin production in Q3 of 2022. Since the best-laid plans of Faraday Future often go haywire, we won't hold our breath for the time being. - Faraday Future's flagship car is intended to be an “ultra-luxury EV” that can compete with the likes of Jaguar, Tesla, Polestar and other brands. It has three motors, which means that at least in terms of power, it would beat out even the newer Tesla models (except for the Cybertruck) and ostensibly be in the same league as Audi's E-tron crossover. The system horsepower is a jaw-dropping 1050, and it can go from 0 to 60 mph in 2.39 seconds. The seats are zero gravity (meaning they recline in a fashion that makes you feel weightless) and ventilated. They also double as massage chairs. - Drivers who can't wait to join in on Faraday's vision of a future can reserve an FF 91 now. There's a waitlist to join the FF 91 Futurist Alliance (which costs $5,000 but guarantees you a priority reservation), but you can still pay $1,500 for a standard reservation. Original Source : https://www.engadget.com/faraday-future-unveils-first-production-intent-ev-214047024.html TESLA MAY STILL OFFER ROUND STEERING WHEEL AS YOKE ALTERNATIVE Original Source : https://insideevs.com/news/570040/tesla-may-offer-round-steeringwheel/ JEEP HAS A BIG SURPRISE FOR FORD, GM AND RIVIAN Original Source : https://www.thestreet.com/investing/jeep-has-a-big-surprise-for-ford-gm-and-rivian ELECTRIC VEHICLE CHARGERS AT OR NEAR TOP OF MANY CONDO COMMUNITY WISH LISTS Original Source : https://www.miamiherald.com/news/local/community/article258731938.html A SHORT HISTORY OF THE ELECTRIC VEHICLE BATTERY - ELECTRIC & HYBRID VEHICLE TECHNOLOGY INTERNATIONAL Original Source : https://www.electrichybridvehicletechnology.com/features/a-short-history-of-the-electric-vehicle-battery.html THE ELECTRIC CAR WAS A MISSED OPPORTUNITY OVER 100 YEARS AGO Original Source : https://historyofyesterday.com/the-electric-car-was-a-missed-opportunity-over-100-years-ago-d2312066a7d5 QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM What's the best looking EV on the market right now? Email me any feedback to: hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Global Wired Advisors' Managing Partner and Co-Founder is Joe Hogg. He is also the CEO and Founder of J.P. Morgan, as well as the Managing Partner and Co-Founder of Providium Group LLC. Advisors of Ryland Capital. Joe was previously the Managing Director of Deutsche Bank's Structured Finance division and the Global Head of Funding for Wells Fargo Securities, a trading and investment banking branch of Wells Fargo. Global Wired Advisors' Head of Research is Robert Salmon. Robert was previously a Senior Vice President at Wolfe Research, LLC and an Associate Analyst for Deutsche Bank Securities' automotive division. He has worked with a variety of transportation organizations, including Amazon Logistics, UPS, FedEx, the USPS and LTL trucking companies. In this episode you will learn: Understanding aggregator risk and return Moving capital into the space Aggregators : Roll Up Strategy “Economies of Scale” Spoke to an Aggregator - Are They Really Getting It? Highlighting Risk Factors to the Amazon aggregator business model Strategically how to mitigate against risk Insights on the Client base Amazon and DTC businesses The future of Aggregator Model
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
Amazon sellers have seen some big trends over the last couple of years. In addition to the growth of the size of ecommerce markets, there has been an explosion in the value of ecommerce businesses, and specifically brands with a focus on Amazon FBA, especially private label or custom product brands. Amazon Aggregators are now a key type of FBA business buyer . They have from a theoretical concept to huge players (with massive funding) within under 3 years. But what are the underlying factors behind this rise? What is driving this explosive growth of eCommerce Aggregators? Who is funding them? And can the growth continue? To answer that question we have two experts from the research division of Global Wired Advisors. With a background in Wall Street, they bring some investment rigour to analysing Amazon Aggregators. Together we explore what is going on with Aggregators, where they've come from and what might happen next in this exciting development. In the end, the majority of all the cash you ever make on Amazon could end up being made by selling to an aggregator. That being the case, you need to understand who you're dealing with! If you own an Amazon-focussed custom product or private label brand, it's time to really understand these increasingly well-funded and active Amazon players. Meet Our Guests : Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode you will learn: Who are GWA (Global Wired Advisors) and what do they do? What is an investment side? A brief background of Global Wired Advisors Building a Deal Screen Why have aggregators become such a big thing so fast? The big 3Ps of Amazon Generating interest and gathering investors to your business Applying CPG trad portfolio to determine the busines value
Tom welcomes John Roque back to the show. John is senior managing director and head of technical strategy for 22V Research. Gold is showing decent relative strength. We're in a commodity cycle since the Covid low of 2020. He is uncertain if gold will participate because of inflation or if it will outperform during periods of deflation. He wonders if gold is hindered because of a lack of investor interest. At an institutional level gold may not have the interest of fund managers. Those with good experiences in gold markets are few and far between in this era. John discusses his experiences with those that invest in gold over his career. The Fed balance sheet is at unprecedented heights and we see speculation across all asset classes. Gold remains restricted with many investors tired of looking at it. For this reason, gold may be a good contrarian play. Crypto is an easy asset to acquire in this era and many believe that it only goes up. He discusses some of the controversial players in the Bitcoin space including MicroStrategy and El Salvador. Gold might be starting to outperform and it carries a lot less risk. He discusses how ESG mandates are pushing more investors toward technology and this has caused issues with capital in other sectors like energy and resources. The only way investors will embrace other sectors is when tech fails to participate. No one is prepared for tech to underperform. He doesn't believe the Fed was evaluating the CPI number properly. They seem to have overlooked the data. Historically, CPI can get quite non-transitory for extended periods. The PPI shows that the S&P often has problems when inflation gets high. Inflation will likely be even higher by the end of the year. John expects the Fed will closely watch the S&P and do their best to keep it propped up. If it comes under pressure their confidence to taper will falter. The concentration occurring in the S&P is quite concerning and there is plenty of room for investors to get hurt. Time Stamp References:0:00 - Introduction1:30 - Recent Article2:40 - Gold Therapy11:35 - Contrarian Views13:06 - Crypto Vs. Gold15:29 - P.E. Conditions18:20 - Brobdingnagian21:21 - Commodity ETFs24:50 - Not Growth Ratio28:12 - S&P & Energy29:55 - Fed CPI Metrics34:56 - S&P and the Fed38:47 - Stock Concentration42:43 - Scoring Equity Mkts45:52 - Wrap Up Talking Points From This Episode Gold's performance and the lack of institutional investor interest.Risks with crypto and the belief that numbers always go up.Fed's inflation targeting and its failure to recognize where inflation was heading.Why the Fed won't allow the S&P to falter. Guest Links:Website: https://22vresearch.comFree Article: https://22vresearch.com/2022/01/19/sleeping-giant-awakens/ John Roque is Senior Managing Director, Head of Technical Strategy for 22V Research. John's worked on Wall Street since 1987 with his research background beginning in 1990. From 1990–1994, Mr. Roque worked at Safian Investment Research and then from 1994–1998 at Lehman Brothers, where he partnered with long-time technician Steve Shobin. He was at Arnhold & S. Bleichroeder (and its incarnations) from 1998–2009 and then a short stint at WJB Capital through 2011. From 2012 to 2015 Mr. Roque worked on the buy-side at Soros Fund Management and then from 2016–2018 at Key Square Capital Management. He returned to the sell-side in April 2019 at Wolfe Research before joining 22V. Mr. Roque was a ranked Technical Analyst in the Institutional Investor Magazine's Research Poll from 2009–2011. He received both his BA with Honors in Economics and his MBA with Honors in Financial Statement Analysis, International Trade & Development, and International Economics from Fordham University. Mr. Roque lives with his family in Mount Vernon, NY.
Joe Hogg is the Managing Partner and Co-founder of Global Wired Advisors. He is also the Managing Partner and Co-founder of Providium Group LLC, and the CEO and Founder of J. Ryland Capital Advisors. Prior to these roles, Joe was the Global Head of Funding for Wells Fargo's trading and investment banking division, Wells Fargo Securities, and was the Managing Director of the Structured Finance division at Deutsche Bank. Robert Salmon is the Head of Research at Global Wired Advisors. Prior to working at the firm, Robert was the Senior Vice President at Wolfe Research, LLC, and an Associate Analyst for an automotive team at Deutsche Bank Securities. He has experience analyzing transportation companies such as Amazon Logistics, UPS, FedEx, the USPS, trucking companies (TL and LTL), 3PLs, as well as the broader economy. In this episode… Are you a brand owner looking to invest in the capital marketplace or an aggregator? What steps can your brand take to boost performance in the marketplace and appeal to a broader aggregator audience? Online sales growth has continued to rise, and the pandemic only accelerated this growth as consumers gravitate towards the convenience of delivered goods. Joe Hogg and Robert Salmon compiled a focus report to detail Amazon aggregators' risk and return features and their role in the acquisition, building value, and increasing interest in the brand space. They are here to share key insights with you. In this episode of Amazing Exits, Paul Miller is joined by Joe Hogg, Managing Partner and Co-founder of Global Wired Advisors, and Robert Salmon, Head of Research at Global Wired Advisors, to discuss how Amazon aggregators are shaping the digital consumer space. Together, they share how the number of aggregators in a space can increase value, how the pandemic accelerated growth in the capital marketplace, and how consolidation and capital reallocation lead to change. Stay tuned!
Best Solar Energy Stocks PLUS Much More includes. Shoals Technologies Group, Inc., Brookfield Renewable Partners L.P., Clearway Energy, Inc. Sunnova Energy International Inc., First Solar, Inc., SolarEdge Technologies, Inc., Enphase Energy, Inc., Sunrun Inc., NextEra Energy, Inc., Tesla, Inc., Fidelity Select Technology Portfolio, New Alternatives Fund Class A, and Rize Environmental Impact 100 UCITS ETF PODCAST: Best Solar Energy Stocks PLUS Much More Transcript & Links, Episode 69, July 30, 2021 Best Solar Energy Stocks PLUS Much More… Hello, Ron Robins here. Welcome to podcast episode 69 published on October 22, titled “Best Solar Energy Stocks PLUS Much More…” — and presented by Investing for the Soul. investingforthesoul.com is your site for vital global ethical and sustainable investing news, commentary, information, and resources. Remember that you can find a full transcript, links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now, just a reminder. I do not evaluate any of the stocks or funds mentioned in this podcast. The recommendations are by the article's authors. Furthermore, if you're concerned about the ESG and sustainability ratings of any stock or fund included in this podcast, check your broker's online site for such information. If your broker doesn't have this information, signup for free with Morningstar and you can gain access to company and fund ESG-sustainability ratings. Please note, I receive no compensation from Morningstar or anyone else covered in these podcasts. If any terms are unfamiliar to you, simply Google them. ------------------------------------------------------------- 1. Best Solar Energy Stocks PLUS Much More So, I'm going to start with this article titled 10 Best Solar Energy Stocks to Buy Today by TRISH NOVICIO in Hedge Funds, News. Here are some quotes from Ms. Novicio. “Insider Monkey's research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 86 percentage points since March 2017… 10. Shoals Technologies Group, Inc. (NASDAQ: SHLS) Hedge Fund Holders: 12 The Tennessee-based solar company sells junction and splice boxes, inline fuses, cables, and wireless monitoring systems. (It's) electrical balance of system (EBOS) products are used in building solar energy projects… On July 21, JPMorgan analyst Mark Strouse kept an Overweight rating on Shoals Technologies Group, Inc. and increased his price target for the stock to $46 from $42… 9. Brookfield Renewable Partners L.P. (NYSE: BEP) Hedge Fund Holders: 20 The company supplies electricity internationally through renewable energy sources such as solar and wind energy. On September 22, Raymond James analyst Frederic Bastien upgraded Brookfield Renewable Partners L.P. to Outperform from Market Perform and increased his price target for the stock to $44 from $41. 8. Clearway Energy, Inc. (NYSE: CWEN) Hedge Fund Holders: 21 The New Jersey-based energy company is one of the biggest renewable energy providers in the US with over 4,700 net MW of installed wind and solar generation projects. On August 26, UBS analyst William Grippin initiated a Buy rating on Clearway Energy, Inc. with a price target of $36 per share. Shares of Clearway Energy, Inc. jumped 2.08% on September 22 as the solar company announced its second agreement with Toyota Motor Corporation (NYSE: TM) North America to supply power to its manufacturing facility in Mississippi. 7. Sunnova Energy International Inc. (NYSE: NOVA) Hedge Fund Holders: 25 The Houston-based solar power company sells residential solar energy systems and storage solutions. On August 31, Wolfe Research analyst Steve Fleishman initiated an Outperform rating on Sunnova Energy International Inc. with a price target of $50 per share. 6. First Solar, Inc. (NASDAQ: FSLR) Hedge Fund Holders: 31 The Arizona-based solar energy firm sells photovoltaic (PV) solar panel solutions. On August 2, the stock gained 2.8% after Susquehanna upgraded First Solar, Inc. to Positive from Neutral and raised its price target to $120 from $89… On September 21, Morgan Stanley analyst Stephen Byrd kept an Underweight rating on First Solar, Inc. and increased his price target for the stock to $61 from $57. 5. SolarEdge Technologies, Inc. (NASDAQ: SEDG) Hedge Fund Holders: 37 The Israeli-based solar energy company develops and sells residential solar systems which include power optimizers, inverters, storage, and a monitoring platform. On August 31, Wolfe Research analyst Steve Fleishman initiated an Outperform rating on SolarEdge Technologies, Inc. 4. Enphase Energy, Inc. (NASDAQ: ENPH) Hedge Fund Holders: 44 The company manufactures and sells microinverters and energy storage for residential and enterprise solar panel systems. On September 21, KeyBanc analyst Sophie Karp initiated an Overweight rating on Enphase Energy, Inc. with a price target of $179 per share… 3. Sunrun Inc. (NASDAQ: RUN) Hedge Fund Holders: 45 The company manufactures and sells residential solar energy systems in the US… On September 9, Needham analyst Vik Bagri initiated a Buy rating on Sunrun Inc. with a price target of $75 per share. 2. NextEra Energy, Inc. (NYSE: NEE) Hedge Fund Holders: 59 The company distributes electricity in North America from solar, wind, and nuclear energy. The company also operates coal and natural gas facilities. On July 13, Credit Suisse analysts initiated coverage of NextEra Energy, Inc. with an Outperform rating with a price target of $85 per share. 1. Tesla, Inc. (NASDAQ: TSLA) Hedge Fund Holders: 60 The company delivered 201,204 electric vehicles in the second quarter of 2021, up 121% year over year. Additionally, Tesla, Inc. also offers solar panels and energy storage… In the Q2 2021 investor letter of Worm Capital LLC, the fund mentioned Tesla, Inc… Here is (in part) what the fund said: ‘Tesla alone is a vertically integrated hardware and software business developing state-of-the-art manufacturing techniques that will revolutionize the auto industry (i.e. its Giga Presses, 4680 cells, etc.)… We anticipate it will eventually be the largest company in the world.'” End quotes. ------------------------------------------------------------- 4 Funds to Buy In Line With Thematic Trends in Q4 My next article is another fine piece of research from Zacks Equity Research. It's titled 4 Funds to Buy In Line With Thematic Trends in Q4 and appeared on Nasdaq.com. They mostly align with sustainable investing—though not specifically. Here are their comments on these funds. Quote “We have selected four funds that carry a Zacks Mutual Fund Rank #1 (Strong Buy)… 1) Fidelity Select Technology Portfolio (FSPTX) Aims for capital appreciation. It invests primarily in equity securities, especially common stocks of companies engaged in offering, using, or developing products, processes, or services that will provide or benefit significantly from technological advances and improvements… This non-diversified has returned 30.7% and 31.8% in the past three and five years, respectively… [This fund] has an annual expense ratio of 0.69% versus the category average of 1.05%. 2) New Alternatives Fund Class A (NALFX) … seeks long-term capital growth with income as its secondary objective. It primarily invests in common stocks of companies and even in other equity securities such as real estate investment trusts and American Depository Receipts. (The) New Alternatives Fund Class A has three and five-year returns of 29.3% and 19.6%, respectively… (The fund) has an annual expense ratio of 0.96% compared to the category average of 1.26%. 3) Parnassus Mid Cap Growth Fund - Investor (PARNX) … aims for capital appreciation. The fund invests a majority of assets in mid-sized growth companies. (The) Parnassus Mid Cap Growth Fund - Investor has returned 17.7% and 15.7% for the three and five-year periods, respectively… (This fund) has an annual expense ratio of 0.83%, which is below the category average of 1.09%. 4) Fidelity Select Software & IT Services Portfolio (FSCSX) … aims for capital appreciation. The non-diversified fund invests most assets in common stocks of companies engaged in research, design, production or distribution of products or processes related to software or information-based services. (The) Fidelity Select Software & IT Services Portfolio has returned 27.3% and 28.3% over the past three and five-year period, respectively… (This fund) has an annual expense ratio of 0.70% versus the category average of 1.05%.” End quotes ------------------------------------------------------------- Five top impact ETFs The next article is from the UK and on the etfstream.com site. It's titled Five top impact ETFs and is by Jamie Gordon. I'll mention the names of the ETFs followed by brief quotes from Mr. Gordon on each ETF. Quote. “1. Rize Environmental Impact 100 UCITS ETF (LIFE) Came to market in July as a one-stop shop for exposure to several segments of sustainable industry. Carrying a total expense ratio (TER) of 0.55%, (this ETF) tracks the Foxberry SMS Environmental Impact 100 index of 100 companies and provides exposure to 100 companies involved in clean water, energy efficiency, circular economy solutions, renewable energy equipment, pollution control, electric vehicles, nature-based solutions, climate resilience, hydrogen and alternative fuels… It touches on each of the objectives set out in the EU Taxonomy for Sustainable Activities. 2. iClima Global Decarbonisation Enablers UCITS ETF (CLMA) With a fee of 0.65% and tracking the iClima Global Decarbonisation Enablers index of 162 stocks, (this fund) offers 2%-capped exposure to companies involved in renewable energy, green transportation, water and waste improvements, decarbonisation enabling solutions and sustainable products. What keeps it from the top spot on our list is the inclusion of holdings such as the London Stock Exchange Group (LSEG.L) and Uber Technologies (UBER), whose connection to impact are more tenuous. 3. Lyxor Green Bond UCITS ETF (CLIM) The oldest product on our list is the Lyxor Green Bond UCITS ETF which launched in February 2017… With a TER of 0.25%, (this fund) tracks the Solactive Green Bond EUR USD IG index of 578 euro and US dollar-denominated investment-grade green bonds issued by sovereigns, supranationals, development banks and corporates. Aside from being Europe's first green bonds ETF, (the fund) has $457m assets under management (AUM)… which is considerable versus its counterparts… The constituents in the Lyxor Green Bond UCITS ETFs underlying index have all been defined as eligible for inclusion by the non-profit organisation Climate Bonds Initiative. 4. Invesco Global Clean Energy UCITS ETF (GCLE) … is the newest and most diversified clean energy thematic ETF in Europe. Mirroring its equivalent US product, Invesco's clean energy play physically replicates the WilderHill New Energy Global Innovation index of 126 stocks involved in the clean energy value chain, including energy generation, lower CO2-renewables, conservation and efficiency. (This fund is) equally reweighted and rebalanced quarterly to reduce the concentration issues suffered by Europe's most popular clean energy ETF, the iShares Global Clean Energy UCITS ETF (INRG). Additionally, it has a TER of 0.60. 5. L&G Healthcare Breakthrough UCITS ETF (DOCT) Charging a relatively low fee for a thematic product (0.49%) (it) tracks the ROBO Global Healthcare Technology and Innovation index of 84 stocks in the medical instruments, diagnostics, process automation, precision medicine, genomics, telehealth, data analytics, robotics and regenerative medicine industries. (The) L&G Healthcare Breakthrough UCITS ETF is considered impact-eligible by impact investing app Circa500 and healthcare innovation is certainly a social good.” End quotes. ------------------------------------------------------------- Honorable Mentions 1. Title A Multi-Asset Strategy With ESG Can Help Mute Short-Term Volatility by ETF Trends. Quote “One ETF that's worth a look is the FlexShares STOXX Global ESG Impact Index Fund (ESGG)… in the U.S. can opt for the FlexShares STOXX US ESG Impact Index Fund (ESG)” End quote. 2. Title Why Plug Power and Other Alternative Energy Stocks Surged Today by Howard Smith. Quote “Shares of hydrogen fuel cell companies like Plug Power (NASDAQ: PLUG) and Bloom Energy (NYSE: BE) had jumped as much as 4% and 7%, respectively, in early trading. And the stock of solar technology company Enphase Energy (NASDAQ: ENPH) was also on the rise.” End quote. 3. Title 3 Leading Infrastructure Stocks to Buy in 2021 and Beyond by Matthew DiLallo appearing on fool.com. Quote “Three infrastructure stocks that stand out as ideally positioned to profit in 2021 and beyond are Atlantica Sustainable Infrastructure (NASDAQ: AY), Brookfield Infrastructure (NYSE: BIP)(NYSE: BIPC), and Crown Castle (NYSE: CCI).” End quote. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Best Solar Energy Stocks PLUS Much More…“ To get all the links, stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode, "Best Solar Energy Stocks PLUS Much More…" Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote a better post COVID world through ethical and sustainable investing! Contact me if you have any questions. Stay well and healthy—and conscious about the ethical and sustainable values of your investments! Thank you for listening. Talk to you next on November 5. Bye for now. © 2021 Ron Robins, Investing for the Soul.
Our anchors kick off today's show with CNBC's Morgan Brennan tracking Blue Origin's successful space flight this morning. Then, we cover a report that Apple could cut its iPhone 13 production targets by 10 million units due to the global chip supply shortage. Next, Wolfe Research's Darrin Peller joins to discuss the fintech space after JPMorgan Chase reported an earnings beat this morning. Plus, we cover Amazon CEO Andy Jassy's 100 days since taking the helm. Later, “Daring Fireball” Blogger John Gruber is here to further discuss Apple's supply chain issues and the company's “Unleashed” event slated for next week. Then, CNBC's Ylan Mui joins to cover Andreessen Horowitz's call for crypto regulation. And also, SeatGeek Co-Founder and CEO Jack Groetzinger joins as the company announces it will go public via Billy Beane's SPAC.
In our first episode of 2021, The Current dives deep into the Environmental, Social and Governance (ESG) principles, a framework that factors into which companies investors support. To talk about ESG, Brad is joined by Steve Fleishman, Managing Director and Senior Analyst at Wolfe Research, and Richard McMahon, Senior Vice President of Energy Supply and Finance at the Edison Electric Institute (EEI).
All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/Reviews and ratings go a long way, so if you like the show, leave us one today! See acast.com/privacy for privacy and opt-out information.
A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why. Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021. And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire. Learn more about your ad choices. Visit megaphone.fm/adchoices
Very few people can get away with saying “I’m gonna move fast and not treat you like 3rd graders so you are going to have to keep up”. My guest this week is one of them. Paul Sankey has had a deep history with the energy industry and my favorite thing, analysis, data and figuring out where things are going and how people tick. If you know Paul, you know this was a great conversation. If you don’t know Paul, you should listen and follow his research. Hope you enjoy. #hottakeoftheday Episode 73 w/Paul Sankey https://youtu.be/8u7M6UdlLAQ Audio Podcast About Paul Paul Sankey, the widely-followed oil analyst who was first to call for negative oil prices when COVID began impacting world markets, started his own research firm Sankey Research, breaking free from the limitations of Big Bank agendas. He has ranked “all-American” research analyst many times since arriving on Wall Street in 2004 to follow US oil & gas markets and equities. Among other recognized calls, Sankey tagged premium oil company EOG “The Apple of Oil”, ExxonMobil “The Big Unit”, pushed “The Diamond Age of Refining” over the past decade for US refiners, and has called for “The Renaissance” in US Exploration and Production in terms of companies reducing growth, reducing debt, and increasing cash return to shareholders. He has also styled himself an “analyst as activist” and heavily covered controversies such as Chevron vs Oxy for Anadarko, and most recently the sum-of-the-parts argument around Marathon Petroleum. Sankey started covering oil in 1990 out of Manchester University, joining the IEA in Paris, with subsequent stints at Wood Mackenzie, Deutsche Bank, Wolfe Research, and most recently Mizuho. He has ranked consistently highly or #1 in many investor surveys since becoming a sellside analyst in 2000.
YouTube link: https://youtu.be/cQ61E7cpWAc Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
– Tesla hires new general counsel – Wolfe Research and Jefferies increase TSLA price targets – Model 3 inventory Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Jerome Jorden Executive producer Rob Gill Executive producer Rish Singh Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock The post New General Counsel, Price Target Increases, Model 3 Inventory (12.07.18) appeared first on TechCast Daily.
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.
Steve Fleishman is a Managing Director and Senior Analyst at Wolfe Research. Steve and his team cover the utilities, power, renewables, and midstream sectors at Wolfe Research. Steve has been Wall Street’s top-ranked utility analyst 14 times, so it’s an enormous honor to have him on the podcast! Tune in to hear Steve provide a great utility primer including a brief history of utilities, trends he and his team are following, and some of his thoughts on utility valuations today. Steve agreed to come onto the program to give listeners of The Stock Podcast a utility primer. So, if you have an interest in utility investing, or you just like to gain an understanding of how utility investors think about the sector, this episode may be what you’re looking for. You may recall from the Chris Sighinolfi interview that sector specialists like Steve know their industries forward and backward and Steve is a prime example of this. Steve has a reputation for being an extremely thoughtful analyst. If you listen to an earnings call with any of the big utilities, you’ll hear why. He asks questions that, in and of themselves, have a lot of meaning. Apart from being one of the best analysts on Wall Street, Steve is one of the nicest guys I’ve met in the industry. He’s genuinely concerned about people, as well as their stock-picking performance. He was also one of a handful of Wall Street analysts that actually reached out to me after I quit my job to start this podcast. I consider myself fortunate to be able to call Steve a friend and he’s doing me and my listeners a big honor by coming onto the podcast. The post Steve Fleishman – Wolfe Research Utility Analyst – The Stock Podcast, Ep.12 appeared first on The Stock Podcast | CEO & CFO Interviews.
Carol is joined by Bloomberg's Lisa Abramowicz and they speak to Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on why he dislikes Walmart buying India's biggest online seller Flipkart. Julie Johnsson, Bloomberg News Aerospace Reporter, explains how the U.S. exiting the Iran nuclear deal is impacting planemakers. Glen Weyl, Principal Researcher at Microsoft Research New England, and Peter Coy, Bloomberg Businessweek Economics Editor, discuss the book “Radical Markets: Uprooting Capitalism and Democracy for a Just Society"Eric Newcomer, Bloomberg News Startup Reporter, talks about the Uber Elevate conference in Los Angeles. And we Drive to the Close with David McKnight, President at David McKnight & Co. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Carol is joined by Bloomberg’s Lisa Abramowicz and they speak to Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on why he dislikes Walmart buying India’s biggest online seller Flipkart. Julie Johnsson, Bloomberg News Aerospace Reporter, explains how the U.S. exiting the Iran nuclear deal is impacting planemakers. Glen Weyl, Principal Researcher at Microsoft Research New England, and Peter Coy, Bloomberg Businessweek Economics Editor, discuss the book “Radical Markets: Uprooting Capitalism and Democracy for a Just Society"Eric Newcomer, Bloomberg News Startup Reporter, talks about the Uber Elevate conference in Los Angeles. And we Drive to the Close with David McKnight, President at David McKnight & Co.
Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impose tariffs worth as much as $60 billion on Chinese products. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews the FOMC meeting.
In this cracking edition of Rational Perspective, top-rated analyst Scott Mushkin of Wall Street firm Wolfe Research explains why he believes Jeff Bezos's wealth phenomenon Amazon.com will soon break through the $2,000 a share level. Mushkin believes the launch of AmazonFresh will put the group onto an accelerated trajectory. Some fascinating insights on a stock that has become the mainstay of both of Biznews's offshore portfolios - the top performing Global Share portfolio (CAGR 32% since 2014) and the newly launched US Exponential portfolio (20% since launch in November last year).
Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at Bloomberg Intelligence, discusses Hurricane Harvey's impact on insurers and how most people weren't insured for flood damage. Scott Mushkin, a senior retail analyst at Wolfe Research, talks about Amazon's decision to start price cuts at Whole Foods today. Finally, Mandeep Singh, a technology analyst at Bloomberg Intelligence, discusses news that Uber is hiring Expedia CEO Dara Khosrowshahi to be the new CEO and what that implies for both companies.
Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Adam Tempkin, a structured finance reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz how "deep" subprime auto loans are hitting crisis levels. Finally, Stephen Smith, the CEO and president of Equinix, and Josh Yatskowitz, a media and cable analyst at Bloomberg Intelligence, discuss how companies are dealing with digital trends and using private interconnections to transform business.
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Target and Lowe's earnings, and his outlook for the sector.
Wolfe Research's Paul Sankey weighs in on oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.
Council on Foreign Relations' Richard Haass weighs in on the divergence of monetary and fiscal policy. Wolfe Research's Paul Sankey discuss a bullish outlook for oil stocks. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Wolfe Research's Paul Sankey weighs in on his outlook for Chevron, Exxon Mobil and ConocoPhillips on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Wolfe Research's Paul Sankey weighs in on the rebound in oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
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