Big Oil’s resistance to coronavirus-led price drop set to be tested HIGHLIGHTS Big Oil won’t change plans yet, but US shale projects more exposed Oil majors look in good shape […]
Author: Zito Partners
Tortoise's Rob Thummel in WSJ
Energy Shares Suffer the Most From Coronavirus Fears The sector’s stocks are closely tied to crude prices, and the epidemic has significantly tamped down oil demand Worries about fallout from […]
Thornburg Investment Management's Nick Venditti in Bloomberg
Muni Bonds Now Yield Next to Nothing, But Americans Keep Buying Cash keeps flowing in as rally pushes prices to heady levels Yields in secondary market driven by past gains, […]
Thornburg Investment Management's Lon Erickson in Bloomberg
Credit Markets Ignore Equity Rally With Fear Gauges Flashing Red CDX widens for eighth day even as equities turn risk-on ‘There is still a fair amount of uncertainty,’ investor says […]
Nancy Tengler in USA Today
Investors, don’t be lemmings. The time to sell stocks isn’t when everyone else is Nancy Tengler, Special to USA TODAY The time to sell is not when stocks are down. […]
ETFMG MJ ETF in Marijuana Business Daily
Cannabis ETFs post steep declines in line with marijuana stocks, but longer-term prospects appear bright Cannabis-focused exchange-traded funds have emerged over the past few years in the United States, Canada […]
Ken Mahoney on TD Ameritrade
Ken Mahoney On How Falling Rates Impact The Financial Sector
EquityZen's Phil Haslett on Yahoo! Finance
Coronavirus delays IPO releases – Coronavirus fears are causing delays with IPO’s. According to reports, music recording label Warner Music, and shoemaker, Cole Haa have postponed IPOs amid the virus outbreak. EquityZen Co-Founder Phil Haslett joins On The Move to breaks down the details.
ETFMG Market Segment Expert on Bloomberg Radio
Improving Fundamentals For Shipping Industry: Kartsonas (Radio) — John Kartsonas, Managing Partner at Breakwave Advisors, discusses the impact of the coronavirus on global shipping and China trade. Hosted by Lisa Abramowicz and Paul Sweeney.
Nancy Tengler on CNBC
CORONAVIRUS – Finding opportunities during a free-fall market – Nancy Tengler, Laffer Tengler Investments, and Barbara Doran, BD8 Capital Partners, discuss where they’re seeing opportunities in the markets.
Tortoise's Rob Thummel on CNBC
SQUAWK BOX | Buy energy stocks despite sell-off turmoil, portfolio manager says – The energy sector has taken a hit during the sell-off as oil prices tumble further into bear market territory. Rob Thummel, senior portfolio manager at Tortoise Capital Advisors, joins “Squawk Box” to discuss.
ETFMG ETHO ETF in ETF.com
‘E’ Is For Environmental Climate change has become a major concern for many investors, as more people consider the record-breaking summer heatwaves in Europe, massive hurricanes in the Caribbean in […]
Tortoise's Rob Thummel in CNBC
Oil tumbles deeper into bear market, sinking to lowest level since Jan. 2019 U.S. West Texas Intermediate fell 3.37% to settle at $47.09 per barrel. Earlier in the session WTI […]
Thornburg Investment Management's Jason Brady on CNBC
Stock sell-off stretches into day two – here’s what to watch now | Stocks too pricey? – Jason Brady, president of Thornburg Investment Management, said valuations don’t look attractive here. “Cash flow generative companies trading with an attractive yield — those are interesting. Some of the things that folks believe will be cyclical may be less cyclical. JPMorgan is coming out with forecast for 2020 being more challenging. That’s been a tough place to be just lately but banks are going to be less cyclical than they were in 2008, so you got to look at valuations, you got to look at fundamentals. I would just say at these market levels, valuations are not particularly supportive.”
Thornburg Investment Management's Jason Brady on CNBC
THE EXCHANGE – Coronavirus shock similar to large scale industrial strikes: Strategist | CNBC’s Kelly Evans discusses the market sell-off with Steven Wieting of Citi Private Bank, Jason Brady of Thornberg Investment Management and Michael Schumacher of Wells Fargo.
Dick Grasso on Fox Business
Investors will be proven wrong if they sell now amid coronavirus concerns: Dick Grasso – Former New York Stock Exchange Chairman Dick Grasso discusses the market selloff being driven by coronavirus and whether it is a good time for investing.
Nancy Tengler in Reuters
Investors eye bleach, food and tissues as virus fears intensify While Wall Street’s broader indexes fell sharply on Monday on concerns about coronavirus, investors turned to some consumer companies as […]
Nancy Tengler in USA Today
Here’s what smart investors do with their 401(k)s when the stock market is hitting highs When is the best time to plan for a stock sell-off? When the indices are […]
John Kartsonas on Yahoo Finance
Global shipping hit by coronavirus outbreak – The shipping industry is taking a hit from the coronavirus outbreak. The Wall Street journal reports that container ships are leaving Chinese ports as little as 10% full, as operators brace for financial losses. John Kartsonas, Breakwave Advisors Founder & Managing Partner joins Yahoo Finance’s Seana Smith on The Ticker to discuss.
Ken Mahoney on TDAmeritrade
Ken Mahoney Talks Catalysts For The Market Rally – Morning Trade Live – Kick off the trading day with Oliver Renick as he delivers a unique blend of live market commentary, overnight and foreign markets activity, opening bell and other real-time news. Guests and contributors offer insights and break down the markets from all angles.
