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IPZ’s Jeff Curtin in Fortune
June 24, 2019 - Women’s World Cup: Who’s Up for a Big Payday? The U.S. women’s soccer team is crushing it on the field, winning its first three FIFA World Cup matches by a combined score of 18-0, but who—besides Alex Morgan—will collect after... [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]
FDNY Foundation raises over $2.6 million to Support FDNY at Annual Dinner
May 24, 2019 - FDNY Foundation raises over $2.6 million to Support FDNY at Annual Dinner On Wednesday, May 22, the FDNY Foundation hosted its 24th annual Humanitarian Awards Dinner at the New York Hilton in Manhattan. This was another very successful year as... [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]