Client News

Tortoise’s Rob Thummel in the Wall Street Journal

August 08, 2019 - Oil’s Slide Deepens on Mounting Demand Worries Unexpected rise in crude stockpiles sends prices to lowest close since mid-January A rout in oil prices deepened Wednesday after government data showed an unexpected increase in stockpiles, triggering fresh worries that demand... [Continue Reading]

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]

EquityZen’s Adam Augusiak-Boro in Bloomberg

August 06, 2019 - JPMorgan’s WeWork IPO Pursuit Was Many Years and Loans in the Making Bank’s ties with WeWork include mortgages on CEO’s homes Bragging rights, hefty share of fees accompany IPO victory When WeWork Cos.’ Adam Neumann sits down with investment bankers,... [Continue Reading]

Nancy Tengler on CNBC’s The Exchange

August 05, 2019 - Dow down 770 points at low - Bill Smead of Smead Capital Management and Nancy Tengler of Tengler Wealth Management join 'The Exchange' to discuss the market sell-off amid the U.S.-China trade war.... [Continue Reading]

EquityZen’s Atish Davda on Yahoo Finance

August 05, 2019 - This expert says WeWork shouldn't present itself as a tech company for their IPO - EquityZen CEO Atish Davda sits down with Yahoo Finance's Adam Shapiro, Julie Hyman, Brian Sozzi, and Jared Blikre to discuss what investors should consider for... [Continue Reading]

ETFMG’s MJ ETF in Yahoo Finance

August 05, 2019 - Cannabis short sellers add $169 million against top marijuana companies in July The hot start cannabis companies enjoyed to 2019 fizzled out in July, and short sellers jumped at the opportunity to add to their bets that the trend will... [Continue Reading]

ETFMG’s MJ ETF on Yahoo Finance

August 05, 2019 - Cannabis short interest higher in July: RPT - Cannabis stocks struggled in the month of July, after a strong start to 2019. Cannabis short interest rose 7% in the month of July, according to S3 Analytics. Partner in the ETF... [Continue Reading]

ETFMG MJ ETF’s Jason Wilson in Cannabis Business Times

August 01, 2019 - Going Public: What’s the Best Option for Your Cannabis Business? A primer on IPOs and RTOs for North American cannabis companies. This is Part II of a two-part series on taking your company public. Part I of the series—“Going Public:... [Continue Reading]

EquityZen’s Adam Augusiak-Boro on Cheddar

August 01, 2019 - WeWork Acquires SpaceIQ Ahead of Planned IPO - As WeWork prepares for a September IPO, its reportedly looking to make an acquisition to satisfy prospective investors. Adam Augusiak-Boro, Senior Research Analyst at EquityZen, joined Cheddar to discuss why WeWork taking... [Continue Reading]

Thornburg’s Jason Brady in Barron’s

August 01, 2019 - Bond Funds Are Hot. Income Investors Should Be Cautious. Money has been pouring into bond funds globally this year, but income investors should tread carefully. Net buying in global bond funds is on pace to reach a “staggering record” of... [Continue Reading]

Thornburg’s Jeff Klingelhofer on Yahoo Finance

August 01, 2019 - What the Fed rate cut means for the market - Jeff Klingelhofer, portfolio manager at Thornburg Investment Management, joined The Final Round to discuss the Fed's decision to cut rates for the first time in over a decade.... [Continue Reading]

EquityZen’s Atish Davda on CNBC

July 31, 2019 - EquityZen CEO on WeWork: Don't see how WeWork goes from real... - Atish Davda, founder and CEO Of EquityZen, joins CNBC's "The Exchange" to discuss WeWork ahead of its IPO debut.... [Continue Reading]

Nancy Tengler in CNBC.com

July 31, 2019 - GE needs to clear this level for the turnaround to be real, chart suggests General Electric has powered up this year. The onetime market dud has soared more than 40% in 2019, on pace for its first positive year in... [Continue Reading]

Nancy Tengler on CNBC Trading Nation

July 30, 2019 - Under Armour plummets, and one athleisure stock could soon follow - Under Armour slumps after warning of slower demand in North America, and the rest of the athleisure trade could soon face similar hurdles. Katie Stockton of Fairlead Strategies and... [Continue Reading]

Tortoise’s Brian Kessens in Reuters

July 30, 2019 - Oil rises on expectations of Fed rate cut, another U.S crude drawdown NEW YORK (Reuters) – Oil prices rose about 2% to a two-week high on Tuesday on optimism the U.S. Federal Reserve will cut interest rates this week for... [Continue Reading]

Art Amador Talks AI Powered Equity ETF

July 30, 2019 - Art Amador Talks AI Powered Equity ETF on TD Ameritrade... [Continue Reading]

Thornburg’s Jason Brady on CNBC

July 29, 2019 - We may see first reduction in the Fed rate since 2008, says Fred... - Fred Kempe, Atlantic Council CEO, Jason Brady, Thornburg Investment Management CEO, and CNBC's Steve Liesman join "The Exchange" to discuss their expectations for the Fed's rate... [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]

Thornburg’s Jason Brady in Chief Investment Officer

July 29, 2019 - Why Is the Fed Cutting Rates in a Good Economy? Alan Greenspan and others say it’s for insurance, just in case things go wrong. So the economy is doing well, unemployment is low, and no big threats appear to be... [Continue Reading]

Tortoise’s Rob Thummel in MarketWatch

July 29, 2019 - Chevron, Exxon earnings: Shale M&A is high on the list of investor concerns Exxon Mobil Corp. and Chevron Corp. are slated to report second-quarter earnings next Friday before the bell amid heightened interest in U.S. shale and continued concerns about... [Continue Reading]

Thornburg’s Jason Brady on Fox Business

July 26, 2019 - Second-quarter GDP tops estimates - Thornburg CEO Jason Brady, Kadina Group President Gary B. Smith and FBN's Deirdre Bolton on the second-quarter GDP and the impact on Federal Reserve policy.... [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 on Mornings with Maria

July 25, 2019 - Concerns a US-China talks will lead to a dressed up deal that doesn’t address the issues - Tengler Wealth Management's Nancy Tengler on the ECB, the state of the European economy, where the opportunities are in emerging markets, U.S. trade... [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]

Tortoise’s Rob Thummel in Barron’s

July 19, 2019 - Low Prices Boost Hopes for Natural Gas Natural gas finally has broken out of the tight trading range it’s been stuck in for the past six months. But it’s done it the hard way, by falling to a more than... [Continue Reading]

Tortoise’s Rob Thummel in The Wall Street Journal

July 19, 2019 - Shale Output Shows Signs of Slowing The number of active oil rigs in the U.S. fell to a 17-month low last week Oil prices are back on the rise, but shale drillers still have little incentive to ramp up activity.... [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]

Nancy Tengler on CNBC Trading Nation

July 18, 2019 - Microsoft is about to report earnings. Here's what to expect - Microsoft is set to report earnings after the bell Thursday. Katie Stockton of Fairlead Strategies and Nancy Tengler of Butcher Joseph Asset Management lay out what to expect.... [Continue Reading]

Tortoise’s Brian Kessens in Bloomberg

July 17, 2019 - Oil Fades as Flagging U.S. Fuel Demand Adds to Economic Angst Gasoline, distillate stockpiles grew almost 10 million barrels WTI falls for third day amid weak consumption data from EIA Americans burned through a lot less gasoline and diesel fuel... [Continue Reading]

Tortoise’s Rob Thummel in Bloomberg

July 12, 2019 - The Shale Boom in the Permian Is Slowing Down High well-decline rates burning cash as investors stay away Smaller producers fight to survive, bigger ones cutting back The promise of the Permian is shrinking. Producers in the nation’s oil-rich shale... [Continue Reading]

ETFMG’s GAMR ETF in The New York Times

July 12, 2019 - Investors Use Indexes to Play in the Video Game Business Video gaming has gone from an activity conducted in arcades, dens and rec rooms to a mobile phenomenon where players meet, live and play in virtual space. But it’s hard... [Continue Reading]

Tortoise’s TBLU ETF in The New York Times

July 11, 2019 - As Fresh Water Grows Scarcer, It Could Become a Good Investment Water is easy to take for granted. It falls from the sky, and, though it’s vital, we sometimes treat it as if it’s worthless. How often have you seen... [Continue Reading]

Tortoise’s Brian Kessens in Bloomberg

July 10, 2019 - Oil Leaps as Stockpile Drop Adds to Iran Tensions, Gulf Storm American inventories fall to lowest in three months: EIA WTI climbs near $60 a barrel; Fed chair hints at rate cuts Oil climbed near $60 a barrel as a... [Continue Reading]

Nancy Tengler in USA Today

July 10, 2019 - Here’s a lesson for 401(k) investors: Don’t just save, save to create wealth My mom, Tobie, worked two jobs, seven days a week from the time my dad walked out on my 10th birthday until she was almost 70 years... [Continue Reading]

ETFMG’s MJ ETF in WSJ

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]

Tortoise’s Rob Thummel in S&P Global

July 05, 2019 - Q2 a cautious period for upstream E&Ps, but little change seen for rest of 2019 CEOs still wary of oil price volatility Executives likely hold capex steady at midyear Firm financial, operational targets a top priority Houston — Second-quarter 2019... [Continue Reading]

ETFMG’s Sam Masucci on CNBC Squawk Box

July 05, 2019 - Here's what's driving the cannabis sector going forward - Canopy Growth co-CEO Bruce Linton was ousted from the company on Wednesday, which led the stock to dip on the news but rally within a few hours. Sam Masucci, CEO and... [Continue Reading]

Tortoise’s Matt Sallee in Bloomberg

July 05, 2019 - Oil Rebounds as U.S. Gasoline Drop Helps to Ease Post-OPEC Gloom U.S. stockpiles fell by 1.6 million barrels last week: EIA WTI futures rise 1.9% after sliding most in a month on Tuesday Oil rebounded as a drop in U.S.... [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]

Hard Rock Atlantic City Partners on Bloomberg Radio

July 02, 2019 - G-20 Recap, Hong Kong Protests, Atlantic City Revival (Podcast) - Craig Gordon, Bloomberg News Washington Bureau Chief, recaps President Trump’s whirlwind weekend of diplomacy that restarted talks with China on trade and North Korea on nuclear weapons, but critics say... [Continue Reading]

Hard Rock Atlantic City in Real Estate NJ

July 01, 2019 - Morris, Jingoli look to build on Hard Rock’s first year in Atlantic City Even before the property opened its doors, the leaders of the Hard Rock Hotel & Casino Atlantic City had preached a message of community investment and engagement.... [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]

Hard Rock Atlantic City on CNBC

June 28, 2019 - Atlantic City Hard Rock Hotel & Casino celebrates its one year anniversary - Three men are celebrating the one-year milestone of the Hard Rock Hotel and Casino in Atlantic City, NJ. Jim Allen, chairman at Hard Rock International and CEO... [Continue Reading]

Tortoise’s Nick Holmes in Bloomberg

June 26, 2019 - Oil Jumps Near $60 on Biggest U.S. Stockpile Drop Since 2016 Inventories declined 12.8 million barrels last week, EIA says WTI climbs as much as 3.6%, as draw far exceeds expectations Oil rose near $60 a barrel for the first... [Continue Reading]

Nancy Tengler’s Column in USA Today

June 26, 2019 - Don’t let volatility or the trade war scare you. This is a good time to buy stocks Day to day, stocks seem to flail around like lotto balls in a gravity-pick machine. Frenetic, directionless and wild. Over the long-term, however,... [Continue Reading]

Thornburg’s Connor Browne on Bloomberg Radio

June 26, 2019 - Abbvie Buys Allergan, U.S. Set to Delay China Tariffs (Podcast) - Rebecca Spalding, Bloomberg News Biotech Reporter, and Max Nisen, Bloomberg Opinion Health Care Columnist, break down AbbVie agreeing to pay $63 billion for rival drugmaker Allergan, the latest huge... [Continue Reading]

Thornburg’s Ted Chang quoted in Chief Investment Officer

June 25, 2019 - The Malls Get Mauled: Will Retail Real Estate Recover? While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment. The death of the shopping mall. Retail apocalypse. The triumph of clicks... [Continue Reading]

ETFMG’s Sam Masucci on TD Ameritrade

June 25, 2019 - Sam Masucci On ETFMG Brand And Funds - 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... [Continue Reading]

Bryce Doty on Fox Business

June 25, 2019 - How should investors handle the Fed and trade uncertainties?- Sit Fixed income Advisors Senior Vice President Bryce Doty on the uncertainties facing the markets now.... [Continue Reading]

Thornburg’s Connor Browne on Yahoo Finance

June 25, 2019 - Allergan stock surges on news that Abbvie will buy Botox maker in a $63 billion deal - The maker of Botox Allergan will be bought by Abbvie in a cash and stock deal valued at about $63 billion. Yahoo Finance's... [Continue Reading]

EquityZen’s Adam Augusiak-Boro quoted in TheStreet

June 24, 2019 - Slack Insiders Could Easily All Sell Now, but Here’s Why They Might Not In a typical IPO, insiders can’t sell shares for up to 6 months — but that isn’t the case with Slack’s direct public offering. Insiders made a... [Continue Reading]

EquityZen’s Atish Davda quoted in The New York Times

June 24, 2019 - Lyft and Uber Were Duds, but the I.P.O. Market Is Having a Great Year Uber and Lyft were the largest and most anticipated of the parade of highly valued tech companies to have gone public this year. They were also... [Continue Reading]

EquityZen’s Atish Davda on Fox Business

June 21, 2019 - Are investors too exuberant over the IPO market? - EquityZen CEO Atish Davda on the Slack IPO and the outlook for the IPO market.... [Continue Reading]

Tortoise’s Nick Holmes on Yahoo Finance

June 21, 2019 - Trump calls off military strike against Iran - President Trump approved military strikes against Iranian targets, but then called it off late last night. Yahoo Finance's Akiko Fujita, Heidi Chung, and Kristin Myers are joined by Nick Holmes, Tortoise Director... [Continue Reading]

EquityZen’s Phil Haslett quoted in San Francisco Business Journal

June 21, 2019 - Slack’s direct IPO gains 12 cents on first-trading day Jun 20, 2019, 1:22pm PDT Updated Jun 20, 2019, 5:55pm EDT Slack Technologies’ direct IPO opened strong Thursday morning, but was far from being a barn-burner during its first trading day,... [Continue Reading]

Ken Mahoney on Mornings with Maria

June 21, 2019 - ‘Dr. Jekyll and Mr. Hyde’ Fed policy has been hard for investors, expert says - Mahoney Asset Management CEO Ken Mahoney discusses his outlook for the stock market.... [Continue Reading]

EquityZen’s Atish Davda on CNBC

June 20, 2019 - Here are the benefits of Slack going public as a direct listing - Stephan Paternot, Slated.com, and Atish Davda, Equity Zen founder and CEO, join "The Exchange" to discuss Slack going the route of direct listing instead of an initial... [Continue Reading]

EquityZen’s Adam Augusiak-Boro quoted in CBS Moneywatch

June 20, 2019 - Slack, the workplace chat software with cult-like following, goes public Shares of the workplace software company Slack Technologies will be offered to the public for the first time Thursday. Trading has a target price set at $26 a share on... [Continue Reading]

EquityZen’s Adam Augusiak-Boro quoted in Quartz

June 20, 2019 - After Slack, the IPO market might never be the same The traditional initial public offering has lost its luster in Silicon Valley. Startups awash in billions of venture capital are pushing off the day as long as possible. Venture capitalists... [Continue Reading]

Thornburg’s Jeff Klingelhofer quoted in Barron’s

June 19, 2019 - What the Fed’s Latest Move Means for Investors The Federal Reserve left the federal-funds rate unchanged Wednesday, as expected, at 2.25%-2.50%. The Federal Open Market Committee removed the word “patient” regarding future rate adjustments from its statement, indicating it is... [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]

Tortoise’s Rob Thummel quoted in Bloomberg

June 19, 2019 - Oil Slips Below $54 as Trade Fears Outweigh U.S. Gasoline Demand American crude stockpiles fell by more than expected last week WTI futures shed earlier loss; OPEC+ may extend supply curbs Oil slipped below $54 a barrel after a short-lived... [Continue Reading]

EquityZen in San Francisco Business Times

June 19, 2019 - Secondary markets hint at Slack’s IPO opening at this price Slack Technologies’ long-awaited direct IPO is expected to begin trading Thursday without the traditional markers of a pricing range or set IPO price prior to trading, but the secondary markets... [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]

Thornburg’s Bimal Shah quoted in WSJ

June 17, 2019 - Race to Public Markets Continues Despite Uber, Lyft Flops Strong anticipated demand for Slack signals robust investor appetite; 2019 still expected to be a record The IPO market faced its first major test since the disappointing debuts of Uber Technologies... [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]

EquityZen in Bloomberg BusinessWeek

June 14, 2019 - Slack’s Direct Listing Leaves Wall Street Fighting for Fees Banks can still make money when companies skip a traditional IPO, but the spoils go to a select few. Wall Street had good reason to be anxious last year when music... [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 Jason Brady on The Exchange

June 05, 2019 - Expect fewer jobs created in May, says economist - Jason Brady of Thornburg Investment Management, Andres Garcia-Amaya of Zoe Financial and Michelle Meyer of Bank of America discuss the markets and broader economy. ... [Continue Reading]

Nancy Tengler on Mornings with Maria

June 04, 2019 - Investors eye tech wreck - Technology stocks took a nosedive over regulatory fears. Tengler Wealth Management chief investment strategist Nancy Tengler with more. She also provides insight into trade talks.... [Continue Reading]

Nancy Tengler on CNBC

June 03, 2019 - Fed should look into rate cut, says strategist - Nancy Tengler of Tengler Wealth Management and Craig Callahan of ICON Advisers discuss markets on CNBC's "The Exchange."... [Continue Reading]

Tortoise’s Nick Holmes in Bloomberg

May 30, 2019 - Oil Set for Year’s Worst Month as U.S. Glut Adds to Trade Woes Decline in stockpiles just one-fifth of expected withdrawal WTI dropped 3.8% as EIA report adds to U.S.-China tension Oil was on track for its worst monthly loss... [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]

Beazley’s Brett Anderson in Risk & Insurance

May 29, 2019 - Make Sure Your Data Recovery Firm Is Acting in Your Best Interests; A Smart Insurer Can Help In mitigating cyber risk, work with an experienced insurance carrier that uses ethical vendors. A recent piece by Pro Publica on the shenanigans... [Continue Reading]

Tortoise’s James Mick in Reuters

May 29, 2019 - Oil prices drop as trade war worries outweigh supply disruptions Oil prices fell sharply on Wednesday as China signaled it would play the rare earths card in its trade war with the United States, stoking concerns that an ongoing stand-off... [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]

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]

EquityZen Infographic Data in NY Times

May 10, 2019 - Uber Is Going Public: How Today’s Tech I.P.O.s Differ From the Dot-Com Boom When Uber begins trading on Friday, it will cap one of the largest ever tech I.P.O.s and join a crowd of big-name start-ups making their stock market... [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]