Latest News
Bryce Doty on Squawk Box
May 24, 2019 - Tesla's bonds deserve junk rating, says portfolio manager - Tasha Keeney, analyst at Ark Invest, and Bryce Doty, senior portfolio manager at Sit Fixed Income Advisors, join "Squawk Box" to discuss the latest on Tesla's tensions.... [Continue Reading]
Tortoise’s Rob Thummel in Bloomberg
May 22, 2019 - Oil Tumbles as Swelling U.S. Stockpiles Rekindle Fears of a Glut American crude supplies jumped to highest since July 2017: EIA WTI crude drops more than 3%, extending trade-fueled decline Oil tumbled the most in about three weeks as a... [Continue Reading]
Tortoise’s Rob Thummel in Bloomberg
May 17, 2019 - Shale Overhead Costs Under Fire as Investors Drill Even Deeper Producers have cut growth plans, everyday costs now targeted Push comes as stocks continue to underperform broader market U.S. shale producers that have reined in growth plans to mollify investors... [Continue Reading]
Nancy Tengler’s USA Today Column
May 17, 2019 - 3 tips to protect your investments, whether you manage your money or hire an adviser Years ago I decided to leave the investment business and return to graduate school. It seemed a good time to hire an investment adviser to... [Continue Reading]
EquityZen in Bloomberg
May 17, 2019 - One Theory Why Lyft, Uber IPOs Flopped: Special Purpose Vehicles SPV investors are locked up and looking for ways to hedge That’s fueled high levels of short selling, especially in Lyft The dismal debuts of Lyft Inc. and Uber Technologies... [Continue Reading]
Tortoise’s Brian Kessens in Barron’s
May 15, 2019 - Oil in the U.S. Is Cheaper Than Overseas. That’s Bad News for U.S. Oil Producers Crude oil prices are forking. U.S. crude oil is priced at a near $10 discount to Brent, the international benchmark, the widest gap between the... [Continue Reading]
Tortoise’s Matt Sallee in Reuters
May 13, 2019 - Bar rises for shale takeovers as Chevron bows out of Anadarko fight Chevron Chief Executive Michael Wirth’s decision to opt out of a bidding war for Anadarko Petroleum Corp has raised the bar for deals, and dampened expectations that oil... [Continue Reading]
Nancy Tengler’s Column in USA Today
May 13, 2019 - Dow stock swings are exhausting, but here’s how to survive After 19 years covering the stock market for USA TODAY, Adam Shell gives his best advice on how to successfully invest in the market. USA TODAY Recent stock market volatility... [Continue Reading]
Bryce Doty quoted in MarketWatch
May 13, 2019 - Treasury yields log firm weekly declines amid U.S.-China trade spat Treasury prices mostly edged higher Friday, nudging yields lower, in a bumpy session, as investors digested the Trump administration’s imposition of higher tariffs on $200 billion in Chinese goods and... [Continue Reading]
EquityZen in CNBC
May 10, 2019 - How Uber loses money - CNBC's Dierdre Bosa and Atish Davda, EquityZen CEO, join 'The Exchange' to discuss Uber's plan to go IPO on Friday and what they're expecting to see. ... [Continue Reading]
Phil Haslett on Mornings with Maria
May 10, 2019 - What are Uber's positives for investors despite losses? - EquityZen co-founder Phil Haslett on the outlook for Uber.... [Continue Reading]
Phil Haslett on Bloomberg
May 10, 2019 - EquityZen’s Haslett on Uber IPO, Driver strike, Business Model - Phil Haslett, co-founder and chief revenue officer at EquityZen, discusses the strike today by Uber drivers around the world, the business model of the gig economy, how Uber can differentiate... [Continue Reading]
Bryce Doty on Mornings with Maria
May 10, 2019 - U.S.-China trade talks: Trump's negotiating tactics aren't working, Heritage Foundation trade economist says - Heritage Foundation Trade Economist Tori Whiting and Sit Fixed Income Advisors Senior Vice President Bryce Doty on the Trump administration trade negotiations with China.... [Continue Reading]
Atish Davda quoted in The Wall Street Journal
May 10, 2019 - Postmates Watching Uber’s Market Debut as It Prepares for Summer IPO Uber’s stock-market performance could have impact on competitors’ valuations Uber Technologies Inc.’s stock performance following its expected Wall Street debut Friday could have significance for a range of companies... [Continue Reading]
Phil Haslett on Cheddar
May 09, 2019 - Will Market Uncertainty Impact Uber IPO? - Phil Haslett, co-founder of EquityZen, explains why Friday isn't the best day for Uber to make its public debut. ... [Continue Reading]
EquityZen CEO quoted in TheStreet.com
May 06, 2019 - Uber’s IPO Is Around the Corner — But So Could Be a Case of IPO Fatigue Everyone wants to be the next Amazon, which lost money for years before finally turning a consistent profit in 2015. Is there a limit... [Continue Reading]
Ken Mahoney on Fox Business
May 02, 2019 - Looking for a Fed cut now is a little too much: Market analyst - Mahoney Asset Management CEO Ken Mahoney on the outlook for Federal Reserve policy, earnings season and the state of the job market.... [Continue Reading]
Nancy Tengler on CNBC
April 29, 2019 - Global growth likely to stabilize and improve - Nancy Tengler, Tengler Wealth Management, and Steven Wieting, Citi Private Bank, join 'The Exchange' to discuss market conditions and what they say about the economy. ... [Continue Reading]
Rob Thummel quoted in WSJ
April 29, 2019 - Oil Volatility Picks Up, Putting 2019 Rally Under Scrutiny Portfolio managers move into less-risky investments; prices swing with Trump pressure on OPEC and Iran Volatility is picking up in oil markets following a powerful 2019 rally, prompting a retreat among... [Continue Reading]
Bryce Doty quoted in Reuters
April 26, 2019 - TREASURIES-Yields fall on weak inflation data, shrug off GDP reading U.S. Treasury yields fell following Friday’s first-quarter growth report as weak inflation data tempered the strong headline figure. Gross domestic product increased at a 3.2% annualized rate in the first... [Continue Reading]
NFLA’s Beasley Reece on ESPN Rhoden Fellow Podcast
April 26, 2019 - Beasley Reece and Beyonce's Homecoming - This week on the Rhoden Fellows Podcast, Bill, Janae and Tucker speak with the CEO of NFL Alumni, Beasley Reece about the work he's doing to improve healthcare for retired NFL players. They also... [Continue Reading]
Reuters with Brian Kessens
April 24, 2019 - Occidental CEO Vicki Hollub makes bold bid for rival shale producer With a $38 billion bid on Wednesday for rival oil producer Anadarko Petroleum Corp, Occidental Petroleum Corp CEO Vicki Hollub has again grabbed the spotlight, as the oil and... [Continue Reading]
Ken Polcari on CNBC
April 24, 2019 - Investors are overly pessimistic, now is the time buy: Investment... - Jeff Krumpelman, chief investment strategist and head of equities at Mariner Wealth Advisors, and Kenny Polcari, managing principal at Butcher Joseph Asset Management, join CNBC's "The Exchange" to... [Continue Reading]
Tortoise’s Rob Thummel in Bloomberg
April 24, 2019 - Occidental Bids $38 Billion for Anadarko in Plan to Beat Chevron Cash-and-stock proposal values oil producer at $76 per share Occidental says it made three offers to Anadarko since March The first major bidding war has broken out in the... [Continue Reading]
Nancy Tengler on Mornings with Maria
April 24, 2019 - Should investors buy into stocks in this market environment? - Tengler Wealth Management Investment Strategist Nancy Tengler on earnings season and the market outlook.... [Continue Reading]
CNBC with Michelle Johnston
April 23, 2019 - Here's how to play energy infrastructure stocks - Michelle Johnston, senior managing director at Tortoise Capital Advisors, joins CNBC's "The Exchange" to discuss Tortoise's new fund that focuses on energy infrastructure.... [Continue Reading]
E&E News with Rob Thummel
April 23, 2019 - Robots in the Permian? Climate concerns drive innovation Chevron Corp.’s $33 billion takeover of Anadarko Petroleum Corp. shows how some of the world’s supermajor oil companies are investing in the Permian Basin oil field as a hedge against a future... [Continue Reading]
Tortoise at NYSE’s Opening Bell
April 23, 2019 - Today's Bell Ringer, April 23, 2019 - Today's bell ringers are Tortoise Essential Assets Income Term Fund (TEAF) with Kristin Douglass, the director of the strategic client group, and Michael Pappas, the regional vice president, at the NYSE, and X4... [Continue Reading]