Latest News
Tortoise’s Brian Kessens in Bloomberg
April 03, 2020 - Oil Leaps on Potential Global Output Cuts, Though Doubts Persist Global producers are set to meet via video conference Monday Analysts say any supply curbs may prove too little, too late Oil posted a record weekly jump on hopes that... [Continue Reading]
Thornburg’s Nick Venditti in Barron’s
April 03, 2020 - New York City’s Economy Is in the Crucible of the Crisis. The Rest of the Country Is Next. New York City, as the nation’s epicenter of the Covid-19 pandemic, is battling an unprecedented health crisis. It is also grappling with... [Continue Reading]
MultiFunding’s Ami Kassar on Yahoo! Finance
March 30, 2020 - What small businesses can do to survive - MultiFunding.com CEO Ami Kassar joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi discuss how small businesses can weather such a contracted economy amid the coronavirus outbreak.... [Continue Reading]
Tortoise’s Rob Thummel on Yahoo! Finance
March 30, 2020 - Oil prices fall to 17-year-low - Yahoo Finance Video - Rob Thummel, Senior Portfolio Manager at Tortoise, joins Yahoo Finance’s Alexis Christoforous, Brian Sozzi and Jared Blikre to discuss the impact the coronavirus has had on oil.... [Continue Reading]
Our KetchumZito Financial client in WSJ
March 30, 2020 - Infrastructure Report: Hospital Technology Faces Coronavirus Strain Remote work by support staff makes it harder for IT teams to police computer systems and prevent cyberattacks As doctors and nurses battle the coronavirus pandemic in U.S. hospitals, medical providers’ information-technology employees... [Continue Reading]
Nancy Tengler column in USA Today
March 29, 2020 - Here’s how big stock market swings can boost your 401(k) retirement savings in the long run Thursday afternoon as I stared at my computer screen awash in “up” arrows after three days of stock market rallies and over 21% in... [Continue Reading]
Nancy Tengler in The Wall Street Journal
March 27, 2020 - Stocks Drop, But Finish the Week With Big Gains The Dow industrials posted their biggest weekly gain since 1938 The Dow Jones Industrial Average posted its biggest weekly gain since 1938, paring some of the losses of recent weeks, as... [Continue Reading]
GenTrust’s George Perez in Barron’s
March 27, 2020 - Crisis Presents Wealth-Boosting Opportunities Amidst the turmoil unleashed by the coronavirus, financial advisors have been seizing on low interest rates and deflated stock prices to help clients minimize taxes and build more family wealth in the future. Cheap stocks, for... [Continue Reading]
ETFMG Partner on Yahoo! Finance
March 26, 2020 - Gaming sector boosted by homebound users - Ted Pollak, ETFMG partner in the GAMR ETF, spoke with Yahoo Finance about the booming gaming industry as the coronavirus keeps more people at home. ... [Continue Reading]
Nancy Tengler on CNBC Trading Nation
March 26, 2020 - Industrials track for best week ever, and these stocks could be a buy - Industrials have soared this week, led by Boeing. Todd Gordon of Ascent Wealth Partners and Nancy Tengler of Laffer Tengler Investments discuss what could come next.... [Continue Reading]
Nancy Tengler on CNBC Trading Nation
March 26, 2020 - Semiconductor stocks surge, and traders agree one is the group’s best bet - Nancy Tengler of Laffer Tengler Investments and Todd Gordon of Ascent Wealth Partners talk semiconductor stocks as the group surges with CNBC’s Seema Mody.... [Continue Reading]
Thornburg’s Bimal Shah on Yahoo! Finance
March 26, 2020 - Stocks soar for third straight session amid record jobless claims numbers - Bimal Shah, Portfolio Manager at Thornburg Investment Management joins Yahoo Finance Live taking a closer look at recent market volatility and what that means for investors.... [Continue Reading]
COVID-19 vs. 9/11
March 26, 2020 - I sent an email to a client (and friend) this morning, congratulating him on his company’s decision to provide insurance coverage to furloughed workers during the crisis we face today. I sent that email right after I had an email... [Continue Reading]
Nancy Tengler in Reuters
March 25, 2020 - U.S. investors shop for consumer stocks in anticipation of stimulus bill As a $2 trillion relief package makes its way through the U.S. Congress, some investors are finding bargains in consumer discretionary stocks that have been battered in the wake... [Continue Reading]
Tortoise’s Nick Holmes in Bloomberg
March 25, 2020 - Oil Market Shows Fear That U.S. Is Running Out of Storage Space Vitol sees demand down as much as 20 million barrels a day WTI futures fluctuate after rallying as much as 5.1% earlier The U.S. oil market is displaying... [Continue Reading]
Thornburg Investment Management CEO, Jason Brady on CNBC’s The Exchange
March 25, 2020 - THE EXCHANGE - Signs the market is trying to find the bottom: Investment strategist - CNBC’s Kelly Evans talks with Jason Brady, CEO of Thornburg Investment Management, and Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, about what they’re... [Continue Reading]
Nancy Tengler on Money Life with Chuck Jaffe
March 24, 2020 - Allianz’s Mahajan: Get your watch list ready, look for improved values Mona Mahajan, US investment strategist for Allianz Global Investors, says that the stock market won’t stabilize until there is a visible path for a ‘global return to normalcy,’ but... [Continue Reading]
EquityZen’s Phil Haslett in TechCrunch
March 24, 2020 - Startup valuations drop as exits are delayed and the stock market reprices tech Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between. The public markets are in turmoil as... [Continue Reading]
Nancy Tengler on CNBC’s The Exchange
March 24, 2020 - THE EXCHANGE - Portfolios seem to be better positioned now: Castleark’s Castellini - CNBC’s Kellys Evans is joined by Jerry Castellini, CEO of CastleArk Management, and Nancy Tengler of Laffer-Tengler Investments to discuss the state of the markets and how... [Continue Reading]
Nancy Tengler in USA Today
March 23, 2020 - Plan to save that upcoming stimulus check? You might want to invest What to do with a $1,200 “check” from Uncle Sam? Why, invest it, of course. Stimulus checks have been tried before. The idea is, during times of economic... [Continue Reading]
Nancy Tengler in Bloomberg
March 20, 2020 - In Midst of Chaos, Nasdaq ETF Gets Biggest Inflow in Two Decades Tech megacaps are luring equity investors back into the stock market at a pace not seen in almost two decades on speculation they have a cash bulwark strong... [Continue Reading]
ETFMG Market Segment Expert in Bloomberg
March 18, 2020 - Searching the Rubble of Five Recessions for an Earnings Roadmap It’s no easy task as study shows a wide range of outcomes Question is, where does coronavirus rank among other threats? Trying to find the right price for stocks based... [Continue Reading]
EquityZen Phil Haslett in Forbes
March 18, 2020 - Nine Tech IPOs That Could Survive The Coronavirus Market Hit With stocks in a bear market, the prospect of an IPO in 2020 may lose its appeal. But some may stick it out despite the coronavirus outbreak, according to pre-IPO... [Continue Reading]
Tortoise’s Brian Kessens in Bloomberg
March 18, 2020 - Oil’s 24% Plunge in a Day Signals No End in Sight for Meltdown WTI crude futures deepen decline, Brent drops below $25/barrel Saudis to keep supply at 12.3 million b/d ‘over coming months’ Oil is ensnared in such a crisis... [Continue Reading]
Nancy Tengler on CNN
March 18, 2020 - Investment adviser: These are the stocks I'm buying right now - Chief Investment Officer Nancy Tengler of Laffer Tengler Investments explains which stocks and sectors she's investing in and which she's avoiding.... [Continue Reading]
Nancy Tengler in The Washington Post
March 18, 2020 - Wall Street seizes up as pandemic-fueled volatility sends Dow into a steep dive The blue-chip index plunges more than 1,300 points, erasing nearly all of its Trump-era gains U.S. economy expected to lose 4.6 million travel-related jobs this year from... [Continue Reading]
Thornburg’s Jason Brady in The Wall Street Journal
March 18, 2020 - Short-Term Bond Market Roiled by Panic Selling Many traders are selling what they can, not what they want to sell Short-term bonds typically act as a haven in turbulent times. But debt maturing in three years or less has been... [Continue Reading]
EquityZen’s Phil Haslett in Silicon Valley Business Journal
March 17, 2020 - These 5 Bay Area unicorns may try to go public after COVID-19 market swoon EquityZen, which operates a market for pre-IPO private stock, this week singled out nine unicorns that it believes have the best shot at going public in... [Continue Reading]
ETFMG Partner in Fortune
March 17, 2020 - As bailout talk intensifies, cruise ship industry woes stand out in a travel sector battered by the coronavirus How bad is the coronavirus fallout for the travel and leisure industry? Historically bad. But some industry sectors are better positioned than... [Continue Reading]
ETFMG Market Segment Expert on CNBC
March 16, 2020 - Federal Reserve was right to hit the ‘panic button’: Portfolio manager - CNBC’s Kelly Evans discusses markets with Bryce Doty, senior portfolio manager at Sit Investment Associates, Neil Hennessy, chief investment officer and portfolio manager at Hennessy Funds, and Daniel... [Continue Reading]
Thornburg’s Jason Brady in Bond Buyer
March 16, 2020 - Fed did its job, analysts say, but markets need more The Federal Open Market Committee lowered the fed funds rate target to between zero and ¼% in an emergency meeting on Sunday, but while analysts say the move was needed,... [Continue Reading]
ETFMG Market Sector Expert in Axios
March 16, 2020 - Experts see recession, 26% drop for stock market amid coronavirus panic Despite earning praise from Trump, who said it made him “very happy” and that “people in the market should be very thrilled,” the Federal Reserves’s rate cut was followed... [Continue Reading]
Thornburg’s Jason Brady in MarketWatch
March 16, 2020 - 10-year Treasury yield sees biggest one-day drop since March 2009 after Fed’s emergency actions Fed announced cut to interest rates to cushion the coronavirus impact Treasury yields traded sharply lower on Monday as investors dove into government paper following the... [Continue Reading]
A Virus…The Media…and a Jesuit
March 16, 2020 - A Virus…The Media…and a Jesuit Ok, it’s a misleading headline…especially the last part. But in the face of the “unknown”…the despair…the confusion…and the concerns, there have been a couple of wonderful stories. Paul Farhi’s piece in The Washington Post asked... [Continue Reading]
Tortoise’s Rob Thummel in The Wall Street Journal
March 15, 2020 - After a Long Fall in Oil Prices, a Crash Oil’s plunge has eroded hundreds of billions of dollars in market value from producers globally, fueled speculation about bankruptcies and mergers For Rebecca Babin, the oil crash arrived slowly, then all... [Continue Reading]
Thornburg’s Di Zhou on TD Ameritrade
March 13, 2020 - Di Zhou discusses Volatility in Identifying Quality Stocks - Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate... [Continue Reading]
EquityZen’s Phil Haslett in Barron’s
March 13, 2020 - Coronavirus Panic Means the End of IPOs. At Least for A While. The coronavirus cancellations and suspensions reached a fever pitch this week: the NBA, the NHL, Major League Baseball, the Coachella music festival, public schools, flights to Europe, political... [Continue Reading]
Tortoise’s Rob Thummel in Reuters
March 12, 2020 - Crossing state lines? Oil firms flare Texas gas as investors vent on climate Across the Permian Basin’s high desert landscape, natural gas is going up in smoke even as oil majors including Exxon Mobil and BP pledge cuts in greenhouse... [Continue Reading]
Nancy Tengler in CNBC
March 12, 2020 - This is the level to watch in the S&P 500 as stocks touch bear-market territory It’s a tough time to be an investor. The Dow Jones Industrial Average officially entered bear-market territory on Wednesday after a 1,400-point plunge, falling more... [Continue Reading]
Thornburg’s Jeff Klingelhofer on TD Ameritrade
March 11, 2020 - Jeff Klinkelhofer's Sector Picks: Gaming - Market Overtime with Nicole Petallides covers the day’s market action through both the short-term and long-term investment lens. Nicole is joined by experts who provide actionable ideas that will help educate and inform with... [Continue Reading]
Nancy Tengler on CNBC Trading Nation
March 11, 2020 - Apple could see more pain as supply concerns arise, traders warn - Craig Johnson of Piper Sandler and Nancy Tengler of Laffer Tengler Investments talk Apple as analysts get bearish with CNBC’s Seema Mody.... [Continue Reading]
Nancy Tengler on CNBC
March 11, 2020 - Homebuilders: What may lie ahead amid coronavirus fears and low interest rates - Craig Johnson of Piper Sandler and Nancy Tengler of Laffer Tengler Investments talk homebuilders and their stocks’ prospects with CNBC’s Seema Mody.... [Continue Reading]
Tortoise’s Brian Kessens in Yahoo! Finance
March 11, 2020 - Goldman Sachs: Oil prices will stay near $30 for next 6 months amid Saudi-Russia price war Crude oil rebounded slightly on Tuesday after a crash on Sunday night that sent markets reeling Monday. The crash happened after Saudi Arabia dramatically... [Continue Reading]
Thornburg’s Nick Venditti in WSJ
March 10, 2020 - Some Muni Bonds Are Left Behind in Rush to Safer Investments Investors shy away from debt likely to be affected by coronavirus epidemic, such as travel and hospitality bonds Municipal-bond prices have surged as the potential impact of the novel... [Continue Reading]
Tortoise’s Brian Kessens on Yahoo! Finance
March 10, 2020 - Russia and Opec may ‘be able to come back to the negotiating table’: Tortoise Portfolio Manager - Yahoo Finance Video - Brian Kessens, Tortoise Portfolio Manager, joins On The Move to discuss how the oil sector is faring amid the... [Continue Reading]
ETFMG Market Segment Expert on Bloomberg
March 09, 2020 - ‘Trying Not to Panic’: The Collapse in U.S. Markets Spared No One Oil crash ripples through global markets as stocks plummet ‘The volatility overnight was just crazy,’ trader says At 2:30 a.m., Anthony Minopoli popped out of bed to check... [Continue Reading]
Thornburg’s Matt Burdett in USA Today
March 09, 2020 - 4 ways to invest when interest rates are plunging on coronavirus worries Long-term interest rates in the U.S. have tumbled to lows never seen before as concerns about the economic impact of the coronavirus outbreak mount. And the Federal Reserve... [Continue Reading]
Tortoise’s Rob Thummel on CNN International
March 09, 2020 - Rob Thummel discusses oil markets with CNN International... [Continue Reading]