Trading Ideas

Joe Biden seems likely to win, but a Republican wall in the Senate would block much of what left-leaning Democrats hope to accomplish in the next four years. …read more […]

Biden has proposed raising the capital gains tax rate from 20% to 39.6% for those making over $1 million, which would represent a big blow to the asset management industry. Other tax hikes he has put forward include increasing the statutory corporate income tax rate from 21% to 28%. Biden was leading in key Midwestern states in the race for the White House as votes were being counted on Wednesday afternoon, but President Donald Trump’s Republican Party was poised to keep control of the Senate even as Democrats retained their majority in the House of the Representatives. …read more […]

Jeff Baxter became the CEO of VBI Vaccines Inc. (NASDAQ:VBIV) in 2016, and we think it’s a good time to look at the… …read more […]

The analysts covering VBI Vaccines Inc. (NASDAQ:VBIV) delivered a dose of negativity to shareholders today, by making… …read more […]

(Bloomberg) — Construction-related stocks tumbled as the close U.S. elections stirred fears that political gridlock would block an increase in infrastructure spending.Vulcan Materials Co., Martin Marietta Materials Inc. and United Rentals Inc. were among the 10 worst performers in the S&P 500 Index in late-morning trading. The outlook for more investment in public works is “probably the key casualty” of the vote, Jefferies analyst Stephen Volkmann said in a note to clients.“While Republicans have also spoken supportively about infrastructure, funding remains a key issue,” he said in the report. “Particularly if Democrats take the presidency, we would expect a Republican …read more […]

Gig economy companies win big after California passed Proposition 22. Yahoo Finance’s Alexis Keenan weighs in. …read more […]

Greenhaven Road Capital recently released its Q3 2020 Investor Letter, a copy of which you can download here. Greenhaven’s estimated returns for the third quarter totaled approximately +50% net of fees and expenses. August was the best month in the partnership history. The net result is that both funds are up around 55% for the year, […] …read more […]

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(Bloomberg) — China’s move to abruptly halt the world’s biggest stock-market debut sends global investors a clear message: Any financial opening will only be done on terms that benefit President Xi Jinping and the Communist Party.Policy makers in Beijing shocked the investment world on Tuesday by suspending an initial public offering by Ant Group Co., a fintech company owned by billionaire Jack Ma — China’s second-richest man. The decision came just two days before shares were set to trade in a listing that attracted at least $3 trillion of orders from individual investors.The timing of the decision showed once again …read more […]

Many prominent investors, including Warren Buffett, David Tepper and Stan Druckenmiller, have been cautious regarding the current bull market and missed out as the stock market reached another high in recent weeks. On the other hand, technology hedge funds weren’t timid and registered double digit market beating gains. Financials, energy and industrial stocks aren’t doing […] …read more […]

Many prominent investors, including Warren Buffett, David Tepper and Stan Druckenmiller, have been cautious regarding the current bull market and missed out as the stock market reached another high in recent weeks. On the other hand, technology hedge funds weren’t timid and registered double digit market beating gains. Financials, energy and industrial stocks aren’t doing […] …read more […]

J.P. Morgan Global Markets Strategist Nikolaos Panigirtzoglou weighs in on the impact of the 2020 U.S. elections on the stock market. …read more […]

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And just like that, Election Day has come and gone. After Americans took to the polls, Wall Street is anxiously waiting to see if a clear winner will be named. According to Wall Street pros, a declared winner, regardless of who it is, would be beneficial to the markets. That said, some argue volatility in the days after the election is not out of the question. To this end, the pros recommend taking advantage of any quick dips to pick up compelling names.Bearing this in mind, we turned to investment firm Goldman Sachs for some inspiration. Looking at two stocks …read more […]

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