All News

Tortoise’s Brian Kessens in Bloomberg

August 07, 2019 - Oil Slump Deepens on ‘Shocking’ Jump in U.S. Fuel Stockpiles Swelling American inventories compound global recession fears WTI futures fall almost 6%; Brent crude hits 7-month low Oil plunged, re-entering bear-market territory, as a surprise increase in American crude stockpiles... [Continue Reading]

Nancy Tengler in USA Today

August 07, 2019 - How to be a smart investor when the stock market is confusing For investors, it is nearly impossible to make sense of the daily news. Consumer confidence is high, job growth (though slowing) is still strong, company spending on capital... [Continue Reading]

Tortoise in Institutional Asset Manager

July 29, 2019 - Tortoise launches suite of UCITS funds focused on energy transition, sustainable infrastructure and water Tortoise has launched three UCITS funds – the Tortoise Energy Transition UCITS Fund, the Tortoise Sustainable Listed Infrastructure UCITS Fund and the Tortoise Sustainable Global Water... [Continue Reading]

Jingoli in NJBiz

July 26, 2019 - Jingoli part of joint venture to decommission Three Mile Island Unit-2 Energy Solutions Inc. announced it signed a term sheet with FirstEnergy to acquire and transfer Unit-2 of the Three Mile Island nuclear generating station located near Middletown, Pa. To... [Continue Reading]

Nancy Tengler in USA Today

July 23, 2019 - For successful investing, what’s the trait you need most? I’ve said it a million times but I will say it again. Having any investment discipline is better than having none at all. The average individual investor follows trends. Which means... [Continue Reading]

Nancy Tengler in CNBC

July 18, 2019 - Here’s why hedge fund manager Ray Dalio’s gold case may be wrong One commodity has proven a golden opportunity in the past week. The price of gold has moved 1% higher against a slight drop for the S&P 500 as... [Continue Reading]


July 09, 2019 - Cannabis ETFs Aren’t the Same ETFMG Alternative Harvest and AdvisorShares Pure Cannabis may track the same industry, but they are quite different in terms of holdings A burning desire for pot stocks may leave unwary cannabis investors with more speculative... [Continue Reading]

Thornburg’s Jason Brady in WSJ

July 08, 2019 - What Is a Stock Rerating? The term, when used to describe stocks, refers to changes in investor sentiment When Wall Street analysts use the terms “rerating,” “rerate” or “derating,” they are talking about something at the heart of the investing... [Continue Reading]

Nitin Sacheti on TD Ameritrade

July 02, 2019 - Nitin Sacheti Talks Short Selling Strategies - The Watch List with Nicole Petallides offers investors a midday look at the most relevant stocks, sectors and commodities. Petallides hosts a panel of experts ranging from industry-leading CEOs, analysts and Wall Street... [Continue Reading]

Thornburg’s Jason Brady on CNBC

July 02, 2019 - Stocks down after yesterday's market rally, here's what to watch - Kevin Mahn, Hennion & Walsh CIO, and Jason Brady, Thornburg Investment Management CEO, join "Fast Money Halftime Report" to discuss the mid-day market as stocks are lower than yesterday. ... [Continue Reading]

Ken Polcari on CNBC

June 28, 2019 - Here's what investors should be watching in the second half of 2019 - Kenny Polcari, managing principal at Butcher Joseph Asset Management, to discuss what investors should focus on in the second half of 2019.... [Continue Reading]

Bryce Doty quoted in Bond Buyer

June 19, 2019 - Fed looks divided on future path The Federal Open Market Committee vowed to “act as appropriate to sustain the expansion,” keeping the federal funds rate target at a range of 2.25% to 2.50% at its two-day meeting. The post-meeting statement... [Continue Reading]

Nancy Tengler on CNBC

June 18, 2019 - Reasons to be concerned about Beyond Meat's stock price: Experts - Matt Maley of Miller Tabak and Nancy Tengler of Butcher Joseph Asset Management discuss Beyond Meat's new highs with CNBC's Mike Santoli. ... [Continue Reading]

Bryce Doty on CNBC

June 18, 2019 - Not enough evidence for Fed to cut rates in June or July: Art Hogan - Art Hogan of Nash Securities and Bryce Doty of Sit Investment Associates join CNBC's "The Exchange" to discuss the markets.... [Continue Reading]

EquityZen in BusinessInsider

June 17, 2019 - Employees of unicorns are cashing out before their start-up goes public. It shows how rocky this year’s big IPOs have been. The struggles of Lyft and Uber since they’ve gone public have not been ignored by employees at other start-ups.... [Continue Reading]

Nancy Tengler in USA Today

June 14, 2019 - 3 things to watch when you’re buying stocks for the long term Just about anyone can tell you what sways the stock market. “Someone needs to take the president’s phone away,” remarked a D.C. taxi driver. “Stocks have gone up... [Continue Reading]

Jason Brady on CNBC

June 13, 2019 - Tech stocks can be a haven in case of trade tariffs, says market expert - Jason Brady, Thornburg Investment Management, and Richard Weiss, American Century Investments, join 'The Exchange' to discuss their market outlook amid trade concerns and U.S.-China tariffs. ... [Continue Reading]

Jason Wilson on Yahoo Finance

June 07, 2019 - Yahoo Finance's Emily McCormick and Zach Guzman discuss investing in cannabis, pending legislation and the future of cannabis with Melius Research Founding Partner Rob Wertheimer, Cowen Managing Director Lisa Thomas and Budding Equity Asset Management's Jason Wilson.... [Continue Reading]

Rob Thummel in Wall Street Journal

June 07, 2019 - Frackers Scrounge for Cash as Wall Street Closes Doors With traditional financing options dwindling, shale companies explore costlier alternatives Shale drillers are scrambling to raise cash as oil prices plummet and financing from Wall Street dries up. The companies behind... [Continue Reading]

Bryce Doty in Bloomberg

June 07, 2019 - Stocks Eye Best Week of 2019 on `Fed Put’ Wagers: Markets Wrap Treasuries rally as weak jobs data spur bets on July Fed cut Trump says ‘good chance’ U.S. will make deal with Mexico U.S. stocks rallied for a fourth... [Continue Reading]

Bryce Doty in Wall Street Journal

June 07, 2019 - Fed Likely to Remain Dovish: Analyst Stocks have climbed in recent sessions amid signs that the Federal Reserve might cut interest rates to boost the economy. Bryce Doty, senior vice president and senior portfolio manager at Sit Fixed Income Advisors,... [Continue Reading]

ETFMG MJ in Bloomberg

June 06, 2019 - Cage-Fighter Sponsored by Pot ETF Issuer in Rare Marketing Move Heavyweight Alexey Oleynik wears ETFMG-branded training gear ‘You hit that group of Average Joe investors,’ executive says The issuer of the world’s largest pot ETF is embracing celebrities’ growing interest... [Continue Reading]

Thornburg’s Charlie Wilson in USA Today

May 30, 2019 - Dow, stocks pared losses in afternoon trading after China trade talks end U.S. stocks pared earlier losses in afternoon trading Friday after Treasury Secretary Steven Mnuchin described high-stakes trade talks with the Chinese delegation in Washington as “constructive.” Mnuchin made... [Continue Reading]

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]

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]

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]

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]
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