Trading Ideas

(Bloomberg) — Tuesday afternoon, a smallish Chinese real-estate firm, ticker symbol DUO, went crazy on the Nasdaq. Out of the blue, in a vacuum of news, depositary receipts of the Shenzhen-based outfit shot up 13-fold, taking its market capitalization to $4 billion.Nobody had a definitive reason why. But people could guess. Its name: Fangdd Network Group Ltd., sounds like the acronym for that amalgamation of American megacaps, the “Faangs,” comprising Facebook Inc. and others. Those shares were rallying, and it was easy to believe people had gotten it into their heads that Fangdd could — somehow — move along with …read more […]

(Bloomberg) — After a record-breaking week with a market milestone reading one trillion euros, European investors are getting ready for a busy Thursday that could feature the same number.That’s when the European Central Bank will dish out cheap loans to banks, with take-up expected to reach the eye-catching amount. The ECB sweetened terms of its so-called TLTROs in April, in an effort to boost lending and further ease stress in Europe’s money markets.Such take-up would come soon after last Tuesday’s bond bonanza, when almost 32 billion euros ($36 billion) of sovereign debt was sold. It took Europe’s primary market issuance …read more […]

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Despite the ongoing 737 Max issues and a decimated customer base, Boeing (BA) has already rallied back to $200 from below $90. Sure, the stock has a 52-week high near $400, but the airline no longer has any new commercial passenger jet orders after seeing their backlog as constrained due to production limits.Boeing has borrowed the money to survive the near global shutdown of air travel, but the company has a very weak customer base here. Without a substantial rebound in passenger travel, the aircraft manufacturer could see the backlog plunge in coming quarters in a negative sign for the …read more […]

I don’t know about you, but my life looks a lot different today than it did three months ago.
Before the COVID-19 pandemic shut down stores, restaurants and my office, I left my house most days. And I was spending money almost daily.
Today, I get in my car and go spend money just once or twice a week.
As a result, my savings account has changed.
Yours probably has too…
The balances in American savings accounts are growing. In fact, Americans are stashing away cash at record rates. It’s one of the most interesting side effects of COVID-19 I’ve seen yet.
But it makes sense. …read more […]

The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We at Insider Monkey have plowed through 821 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F […] …read more […]

GrubHub (GRUB) has sent Uber on its way, as it will sign on the dotted line with European company Just Eat Takeaway.Yesterday, the Nethe rlands-based food-delivery company announced that it had made an agreement with Grubhub to purchase the US food delivery app. The all share deal is worth $7.3 billion and not only represents consolidation of a food delivery powerhouse – the largest food delivery service outside China – but a coup for Just Eat, as up until yesterday, Uber Eats and GrubHub had been in talks regarding a possible merger.According to Just Eat, the deal will …read more […]

I predicted the arrival of the coronavirus pandemic pretty accurately (see the predictions in this article). We took a defensive stance in our portfolio at the end of February, and switched back to a neutral stance right after the market bottom. For the past couple of months, we have been expecting easing of restrictions and […] …read more […]

The Federal Reserve decided to keep rates near zero and is planning to keep them that way through 2022. However the Fed could decide to utilize the ability to set rates below zero despite it spelling trouble for the U.S. Portfolio Manager and Managing Director at Thornburg Investment Management Bimal Shah joins The Final Round panel to discuss. 

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As a result of many accelerated shift to cloud due to many people working from home, Wedbush analyst Dan Ives raised the bull case on shares of Microsoft to $275, saying the boost reflects “increased confidence in the transformational cloud story in Redmond.” Azure’s cloud momentum has been so swift, in fact, that it’s “narrowing the gap” with rival Amazon’s AWS. The Final Round panel discusses. …read more […]

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Yahoo Finance’s Ethan Wolff-Mann joins Heidi Chung to explain why Barclays says Robinhood traders have not driven the recent market rally. …read more […]

Suzanne Judd, Ph.D., an Epidemiologist at the University of Alabama at Birmingham School of Public Health, joins Yahoo Finance’s Heidi Chung to discuss a potential second wave of coronavirus, as cases spike in some states. …read more […]

Market timing is impossible, as evidenced by yesterday’s unpredictable market sell-off.
The media blames a spike in coronavirus cases, but Alexander Green explains what really happened.

I’m not a market timer. And you shouldn’t be either.
It’s foolish to be fully invested in stocks – or completely out of the market – based on some indicator, data set or what your “gut” tells you.
(Your microbiome is a wonder of health and digestion but a lousy market-forecasting tool.)
However, as someone with a background in business and psychology – and 33 years’ experience as an equity analyst, money manager and financial writer – I’ve developed …read more […]

Cresset Capital Chief Investment Officer Jack Ablin joins Yahoo Finance’s Heidi Chung to discuss his outlook on the markets, as White House Economic Adviser Larry Kudlow says “there is no second wave” of the coronavirus in the U.S. …read more […]