• An ongoing market trend that typically appears during global recessions could have a 'phenomenally painful' ending, $603 billion Allianz investor says

    2 monthes ago - By Business Insider

    The performance gap between US stocks and the rest of the world is at its highest level in several years.
    Neil Dwane, a portfolio manager and the global strategist at Allianz Global Investors, sees a binary outcome: it could be "phenomenally" painful or profitable for investors.
    "... at some point, you're going to have to sell the winners," he said.
    Looking past the volatility of the last couple of days, the US stock market remains the clear global winner.
    Strong earnings and economic growth have extended the bull market's lifespan into its record ninth year. US stocks now stand in sharp...
    Read more ...

     

  • MORGAN STANLEY: The stock market has reached a 'tipping point' - and the market's most beloved companies could be hit hardest

    MORGAN STANLEY: The stock market has reached a 'tipping point' - and the market's most beloved companies could be hit hardest

    2 monthes ago - By Business Insider

    Morgan Stanley says surging bond yields could spark a shift in US allocations towards value stocks from their high-flying growth counterparts.
    It favors energy, utilities, and financials over tech and consumer discretionary stocks.
    Morgan Stanley also thinks a bear market correction could arrive in 2019, sooner than markets expect.
    The Morgan Stanley equities team now thinks a "tipping point" has been reached in the investment cycle for US stocks.
    And as a result, it says the relative advantage of growth stocks compared with value stocks - a dynamic in play for the past 10 years - could be...
    Read more ...

     

  • ‘Biggest bubble in history of mankind': Ron Paul says US stock market will soon plunge by 50%

    ‘Biggest bubble in history of mankind': Ron Paul says US stock market will soon plunge by 50%

    2 monthes ago - By RT

    The recent jump in Treasury bond yields indicates that the US is barreling towards a potential recession and market meltdown at an increasingly fast pace, according to former Republican congressman Ron Paul.
    Read more ...