The silver tsunami – the aging of the baby boomer generation – is poised to trigger one of history’s largest intergenerational wealth transfers. As the youngest boomers reach 60 this year, a significant portion of their wealth, particularly home ...
Ahead of the new year and President-elect Donald Trump's return to the White House, Thomas H. Lee Partners co-CEO Scott Sperling joins Brad Smith and Josh Lipton on Morning Brief to talk about his market outlook, including his macro-level worries as the Federal Reserve's forecast leans hawkish for 2025. Sperling says he is bullish heading into the new year, explaining, "I believe that the deregulatory movement of this new administration is going to continue to have a very significant impact that reduces the cost of doing business in this country and provides further stimulus for people to bring manufacturing back to the United States." He notes that a shift toward manufacturing in the US is an ongoing trend that the Trump administration will support, which is a "big positive," as it means "more investment in some of the real high technology areas that we need to have more of in this country, particularly the types of semiconductor fab facilities that do the most cutting-edge types of work." However, Sperling says he's "wary" about the health of the consumer as well as the US deficit. He explains, "We have built up our national debt to levels that are way past nose-bleeding territory, and we don't yet have any real clear path to solving that problem." "I have some level of optimism there, but I think caution is due, and that caution will manifest itself in interest-rate levels that are probably higher than even the Fed wants," Sperling says, noting, "I don't think the Fed will have full control over time of interest rates, as we need to refinance [up to] $50 trillion worth of US government debt." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan.
MicroStrategy (MSTR) has continued its aggressive bitcoin (BTC-USD) acquisition strategy, marking its seventh consecutive week of purchases. In its latest move, the software company acquired 5,262 bitcoin tokens, investing approximately $561 million at an average price of $106,662 per bitcoin. Catalysts co-hosts Brad Smith and Josh Lipton break down the details, discussing how MicroStrategy is funding these holdings. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith
TEM is enhancing its offerings and expanding the breadth of products and services to improve patient care. However, macro challenges are likely to hurt its performance.
Vistra Energy (VIST) has emerged as the S&P 500's top performer in 2024, passing Nvidia (NVDA), as the utility holding company's stock has nearly quadrupled year-to-date. Schultze Asset Management founder and managing member George Schultze joins Brad Smith and Josh Lipton on Catalysts to discuss whether Vistra can continue its remarkable climb in 2025. Schultze notes that Vistra "appears to have been oversold recently" but expects it "to rebound going forward as we get more fundamental news." Its 2024 gains were largely supported by strategic acquisitions and artificial intelligence (AI)–driven power demand. Demand for electricity to power AI data centers is expected to continue with Amazon (AMZN) and Microsoft (MSFT) signing electricity agreements and pushing into nuclear energy. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.
Midstream companies like WMB, ENB and KMI are aligning their infrastructure to capitalize on the growing demand for natural gas from expanding data centers.
Investing.com -- Raymond James initiated coverage of ServiceNow Inc (NYSE:NOW) with an "outperform" rating and a price target of $1,200 given company’s strong growth prospects at scale and its potential in artificial intelligence monetisation.
The European Commission approves Bristol Myers' Opdivo plus Yervoy for first-line treatment of MSI-H or dMMR unresectable or metastatic colorectal cancer.
The Federal Reserve implemented a 25 basis point rate cut this month, achieving what many market participants view as a "soft landing" for the economy in 2024. However, concerns about inflation persist, as the transition to a new presidential administration has raised fears about potential inflationary pressures returning. Yahoo Finance Senior Fed Reporter Jennifer Schonberger analyzes these developments and explores the outlook for inflation heading into 2025. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith
We have highlighted a bunch of the best-performing leveraged ETFs of the fourth quarter.