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TOGGLE CEO and Co-Founder Jan Szilagyi in Barron’s
August 05, 2022 - Dow Wavered After Jobs Report, Virgin Galactic Slides—and What Else Happened in the Stock Market Today Stocks closed mixed Friday, as market participants digested a stronger-than-expected July jobs report. After the bell and at the end of an exciting week... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel in The Street
August 04, 2022 - Gasoline Prices Could Fall to $2.99 Next Week Gasoline prices have fallen for 49 consecutive days, giving consumers a much-needed break as inflation rose in food and housing. Crude oil prices declined on August 4 to their lowest prices since... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on CNBC ‘The Exchange’
August 04, 2022 - Raytheon a great place to hide in tech, says Laffer Tengler’s Nancy Tengler Nancy Tengler, Laffer Tengler Investments CEO, joins ‘The Exchange’ to discuss the Inflation Reduction Act and its impact on the markets, and her investment picks in the... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Barron’s
August 04, 2022 - Meta Platforms Is Latest Tech Giant to Explore a Bond Sale Meta Platforms META –0.61% shares rose Wednesday following a report that the social-media giant may become the latest tech company to turn to the bond markets in a bid to raise capital.... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on CNBC ‘Power Lunch’
August 04, 2022 - Oil prices could hit $115 per barrel by end of 2022, says Tortoise’s Rob Thummel Rob Thummel, Tortoise portfolio manager and managing director, joins ‘Power Lunch’ to discuss Thummel’s case for oil headed to $115 a barrel by the end... [Continue Reading]
ETF Managers Group Video Game Tech Expert Ted Pollak on TD Ameritrade Network
August 04, 2022 - Previewing Activision Blizzard (ATVI) Earnings Jefferies has a buy rating and $95 price target on Activision Blizzard (ATVI). Andrew Uerkwitz and Ted Pollak preview ATVI earnings. They talk about what to watch for in ATVI earnings, as well as the... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘The Exchange’
August 03, 2022 - The market took Powell’s statement as a little more dovish than it was, says Thornburg’s Jason Brady Jason Brady, Thornburg Investment Management CEO, joins ‘The Exchange’ to discuss investment opportunities in the volatile market. Watch Jason here.... [Continue Reading]
Laffer Tengler Investments President Arthur Laffer Jr. in Chief Investment Officer Magazine
August 02, 2022 - How Realistic Is Getting Inflation Back to Near 2%? A lot of wise souls think that goal is achievable—despite the heavy weather blocking the way. Is Federal Reserve Chair Jerome Powell 2022’s Don Quixote? Is his fondest desire, to restore... [Continue Reading]
Mahoney Asset Management CEO Ken Mahoney in Bloomberg News
August 02, 2022 - Uber Misses Out on Reopening Trade as Investors Crave Profitability Consumers have rediscovered the desire to travel following the pandemic, but the reopening trade isn’t filtering through to ride-hailing companies, which are poised to report quarterly results in an unfriendly environment for... [Continue Reading]
GenTrust on Kudu Investment Management Deal in Barron’s Advisor
August 02, 2022 - Miami RIA GenTrust Sells Minority Stake to Kudu Investment GenTrust, a Miami-based registered investment advisor with about $3 billion in assets, has sold a minority passive stake in its business to Kudu Investment Management. The deal marks the 19th time... [Continue Reading]
Tortoise Senior Portfolio Manager Rob Thummel on Yahoo Finance
August 02, 2022 - The U.S. may need ‘more natural gas to decarbonize the rest of the world’: Strategist Tortoise Portfolio Manager Rob Thummel joins Yahoo Finance Live to discuss the Inflation Reduction Act and how the U.S. energy sector can benefit from... [Continue Reading]
GAMR ETF Feature Story, ETF Managers Group Director Bryan Masucci in Fox Business
August 02, 2022 - A tech ETF with a gaming twist GameStop, Activision Blizzard, Nintendo among ETF’s top 10 holdings Exchange-traded funds, or ETFs, offer investors the opportunity to dabble in sectors that have an interest in with a modest investment. ETFs are pooled investments,... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens on TD Ameritrade Network
August 02, 2022 - CVX, LNG, TRGP, KMI: What Elevated Crude Oil Means For Energy Companies Chevron (CVX) reports record quarterly profit of $11.6B. Brian Kessens examines today’s energy earnings movers. He talks about what elevated crude oil (/CL) prices mean for energy companies.... [Continue Reading]
GenTrust Senior Client Advisor Mimi Duff on Bloomberg What Goes Up Podcast
July 29, 2022 - Reading the Fed Tea Leaves Mimi Duff, senior client adviser at the $4 billion registered investment adviser GenTrust, joined this week’s “What Goes Up” podcast to discuss the outlook for markets, the economy and borrowing costs following the latest Federal Reserve interest-rate... [Continue Reading]
Laffer Tengler Investments President Arthur Laffer Jr. in Barrons
July 29, 2022 - Why a Top Fixed-Income Portfolio Manager Thinks the Fed May Overshoot Arthur Laffer Jr. saw his proverbial ship come in this past spring. A long-time student of inflation, Fed policy and related investment strategies, his analysis was purely academic in... [Continue Reading]
Tortoise Senior Portfolio Manager Brian Kessens in E&E News
July 28, 2022 - High natural gas prices may ripple across the energy sector Fallout from Russia’s war in Ukraine and hot weather are sending U.S. natural gas prices to some of the highest points in years. Exports are up as the nation tries... [Continue Reading]
Thornburg Investment Management CEO Jason Brady on CNBC ‘Squawk Box’
July 28, 2022 - The Fed has no good answers here, recession probability is growing, says Jason Brady Jason Brady, president and CEO of Thornburg Investment Management, joins CNBC’s ‘Squawk Box’ to discuss the Fed’s upcoming key interest rate decision, market opportunities, and more.... [Continue Reading]
Ecofin Portfolio Manager Michel Sznajer in Insider
July 28, 2022 - A portfolio manager who’s crushing the S&P 500 breaks down why renewable energy stocks are poised to defy the bear market and win in the long run — and shares his 8 top picks After a decade of underwhelming... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Bloomberg News
July 28, 2022 - ‘Sigh of Relief’ Yet Pressures Remain: Wall Street Reacts to Fed The Federal Reserve delivered its expected rate increase and then basically told markets they are on their own when it comes to determining what’s next. Stock bulls took that as a... [Continue Reading]
TOGGLE CEO and Co-Founder Jan Szilagyi in Benzinga
July 28, 2022 - Experts React To 0.75% Fed Rate Hike: ‘Don’t Think They Will Pause’ The Federal Reserve raised its target fed funds rate by 0.75% on Wednesday to a new range of between 2.25% and 2.5%, its second 0.75% rate hike in... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Bloomberg Daybreak: Australia
July 28, 2022 - Thornburg IM’s Klingelhofer on Markets and Strategies Jeff Klingelhofer, co-head of investments and managing director at Thornburg Investment Management, discusses markets and strategies. He speaks with Bloomberg’s Haidi Stroud-Watts and Shery Ahn on “Bloomberg Daybreak: Australia.” (Source: Bloomberg) Watch Jeff here.... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in Kiplinger
July 26, 2022 - Stock Market Today: Walmart Inflation Woes Give Stocks a Scare The nation’s largest retailer cut its second-quarter and full-year profit forecasts, citing higher fuel and food prices. A profit warning from the nation’s largest retailer ahead of a busy stretch of... [Continue Reading]
Ecofin Portfolio Manager Michel Sznajer on TD Ameritrade Network
July 26, 2022 - ECOIX: What’s Driving The Demand For Renewable Energy What’s driving the demand for renewable energy? Michel Sznajer discusses this, as well as the Ecofin Global Renewables Infrastructure Fund (ECOIX). He talks about some of ECOIX’s notable holdings which include NEE,... [Continue Reading]
ETF Managers Group Cannabis Research and Banking Expert Jason Wilson in Cannabis Business Times
July 25, 2022 - Cannabis Reform Slogs Through Congress as Corporate Revenues Continue to Tumble Revenue slows and stocks crash despite continued industry growth. Can legislation save small cannabis businesses? The North American corporate cannabis sector has seen better days. Pandemic-galvanized sales surges are... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in Financial Times
July 25, 2022 - Asset managers aren’t done with blockchain yet As cryptocurrency markets failed to claw back gains last week, asset manager Schroders picked up a stake in the crypto-focused fund manager Forteus. The move underscores the divergent bets on the future of... [Continue Reading]
IPZ Newsletter | Cliff Omoruyi Named One of NJ’s Most Influential Athletes…18 Birdies Highlights Sheenah Pegeron…Brad Smith Selected to PLL All-Star Game
July 25, 2022 - Cliff Omoruyi Named One of NJ's Most Influential Athletes | 18 Birdies Highlights Sheenah Pegeron | Brad Smith Selected to PLL All-Star Game... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Barron’s
July 22, 2022 - Apple and Microsoft Earnings, or the Fed: What Matters More Next Week? Big Tech earnings season will shift into fifth gear next week, with giants like Apple AAPL –0.81% , Microsoft MSFT –1.69% , Amazon.com , and Alphabet reporting second-quarter earnings over the course of the week. But tech earnings may well be... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in Reuters
July 22, 2022 - PREVIEW-Nervous bond investors batten down the hatches ahead of Fed meeting NEW YORK, July 22 (Reuters) – Bond investors are bracing for more volatility from next week’s Federal Reserve meeting that is likely to deliver another steep interest rate increase,... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on Yahoo Finance
July 21, 2022 - Market strategist explains why she ‘started adding risk back’ into portfolios Nancy Tegler, CEO and CIO at Laffer Tengler Investments, joins Yahoo Finance Live to discuss earnings season, supply chain issues, market volatility, the U.S. dollar, and more. Watch... [Continue Reading]
GenTrust Wealth Management Advisor Jim Colavita in Forbes
July 21, 2022 - 3 Broad Strategies You Can Take Right Now To Fight Inflation There’s no question inflation affects your retirement plans. With year-over-year prices rising more than 9%, you are quite correct in wondering what you can do about it. What can you... [Continue Reading]
TOGGLE CEO and Co-Founder Giuseppe Sette in Reuters
July 21, 2022 - Tesla keeps Nasdaq afloat, AT&T forecast weighs on S&P 500 July 21 (Reuters) – The Nasdaq rose on Thursday as electric automaker Tesla topped Wall Street’s profit target, while the benchmark S&P 500 edged lower due to losses in telecom... [Continue Reading]
GenTrust Chief Investment Officer Jim Besaw in Insider
July 21, 2022 - US stocks dip after big rally as earnings season ramps up with Tesla due to report US stocks dipped Wednesday following Tuesday’s rally, as major corporate earnings continue to roll in. Tesla and United Airlines are both on deck... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett in TechCrunch
July 20, 2022 - WTF is a 409A? Why tech companies might actually want a lower valuation In the past few months, both Stripe and Instacart have seen their internal valuations updated in a 409A appraisal process. The startups saw their valuations being slashed by 28% and 38%, respectively,... [Continue Reading]
AWAY ETF Feature Story, ETF Managers Group Director Stephen Gardner in Fox Business
July 20, 2022 - Travel ETF offers exposure to fast-growing industry There are now more than 3,000 ETFs available in the U.S., according to Morningstar Exchange-traded funds, or ETFs, are a pooled type of investment, which resembles a mutual fund that can offer an... [Continue Reading]
TOGGLE CEO and Co-Founder Giuseppe Sette in Chief Investment Officer Magazine
July 19, 2022 - Copious Corporate Cash May Not Be So Great, After All Touted as a bulwark against recession, it could draw down quickly—and it is concentrated at a few big companies. U.S. corporate books are awash in cash, which some say should... [Continue Reading]
Ecofin Portfolio Manager Michel Sznajer on Yahoo Finance
July 18, 2022 - Energy supply ‘in a tight spot’ as heatwaves sweep Europe, strategist says Tortoise Ecofin Portfolio Manager Michel Sznajer joins Yahoo Finance Live to discuss energy supply, the European heatwave, and the outlook for the energy crisis. Watch Michel here.... [Continue Reading]
GenTrust Head of Equities Olivier Sarfati in The Wall Street Journal
July 18, 2022 - Earnings Season Off to Slow Start, Clouding the Outlook for Stocks Early reports put focus on threat of an economic slowdown, the pressure of rising costs on profits Investors hoping a strong start to earnings season would jolt the stock... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Ben Kirby in CNBC Pro
July 14, 2022 - This fund manager oversees $10 billion. Here’s where he’s investing as inflation stays high June’s inflation figures are out — and they don’t look pretty. U.S. consumer prices were hotter than expected, surging to another 40-year high. Rising prices are however unlikely... [Continue Reading]
TOGGLE CEO and Co-Founder Jan Szilagyi in Fortune Magazine
July 14, 2022 - 11 steady rising stocks to beat the bear market and beyond These are eerie days for stock investors. The multiyear bull run stumbled badly as 2022 began, and now the S&P 500‘s decline from its January peak hovers around the... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in MarketWatch
July 13, 2022 - `Peak inflation will have to wait’: traders see three more 8%-plus U.S. CPI readings despite falling gas prices “Staggering.” “Ugly.” “Brutal.” And …. “out-of-date.” Those are some of the words that investors, analysts, and even President Joe Biden, used to... [Continue Reading]
EquityZen Founder and Chief Strategy Officer Phil Haslett on Fox Business ‘The Claman Countdown’
July 13, 2022 - Irrational exuberance led to cool down in venture capital activity: Haslett EquityZen co-founder and CSO Phil Haslett discusses why some hedge funds are pausing investments in startup ventures on ‘The Claman Countdown.’ Watch Phil here.... [Continue Reading]
GenTrust Senior Wealth Advisor Jim Colavita in Barron’s
July 12, 2022 - Paid Off College and the Mortgage? What to Do With the Extra Cash. Retirement savers who’ve paid off their mortgage or have made their last college payment should take a moment to celebrate. Then they should get busy putting their... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on Bloomberg Daybreak Asia Podcast
July 07, 2022 - Nancy Tengler on the Markets (Radio) Nancy Tengler, CEO and CIO of Laffer Tengler Investments discusses the markets. She spoke with hosts Bryan Curtis and Rishaad Salamat on “Bloomberg Daybreak Asia.” Listen to Nancy here.... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Barron’s
July 07, 2022 - Jobless Claims Tick Up in Another Sign Economy Is Slowing The number of Americans filing for first-time unemployment benefits continued to tick upward last week, rising at a faster pace than economists were expecting, as the economy shows signs of slowing down.... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler in Barron’s
July 05, 2022 - 6 Stock Funds for the Next 6 Months Stocks just had their worst first half of the year in more than 50 years. Even if past performance is indicative of future returns—to mangle the obligatory investment disclaimer—investors in mutual and exchange-traded... [Continue Reading]
GenTrust Head of Asset Allocation Matt Kishlansky on Yahoo Finance
July 05, 2022 - Inflation: Markets are reacting to ‘choking’ economy, strategist says Sam Stovall, CFRA Research Chief Investment Strategist, and Matt Kishlansky, GenTrust Head of Asset Allocation, sit down with Yahoo Finance Live to discuss market trajectories during inflation and the Fed’s... [Continue Reading]
Laffer Tengler Investments CEO and Chief Investment Officer Nancy Tengler on CNBC ‘The Exchange’
July 01, 2022 - Laffer Tengler CEO Nancy Tengler says she’s adding risk to her portfolio Nancy Tengler, Laffer Tengler CEO and chief investment officer, joins ‘The Exchange’ to discuss where she sees areas of opportunity in the stock market. Watch Nancy here.... [Continue Reading]
General Manager at Magnifi by TIFIN Jon Klaff in Barron’s Advisor
June 30, 2022 - Robinhood Paid Millions in Fines. Here’s One Way a Regulator Plans to Use the Money. Industry self-regulator Finra is funding a new education initiative aimed at first-time investors with $30 million in fines collected from trading app Robinhood Markets (ticker: HOOD). Finra... [Continue Reading]