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April 5, 2022
Blink of an eye in early afternoon we saw the market stage this big recovery. the carnage was really centered around technology stocks. investors recently have been questioning whether in a rising rate environment these companies like facebook, google, apple that have taken out debt can continue to outperform. now, the feds two-day meeting does begin today where the focus will be on just how much the central bank plans to raise rates. is it three or four times? the exact plan, that is what wall ...
April 5, 2022
Start in negative territory. we are looking at stocks in japan hitting a two-year low. the focus around technology has really been around, yes, this is a sector that has done very well since the onset of the pandemic. in fact, if you look at the s&p 500, technology has been the biggest winner. we have seen the biggest rebound in those companies. so there has been this broader conversation around valuations, should these stocks run up this fast, does it make sense. again, if the fed is expected t...
January 14, 2022
In this report, we identify the emerging trends that are impacting insurance for the tech sector, with a specific review of the property, general liability, and workersโ compensation...
August 27, 2021
Recovery?โ large stimulus or a stalled recove ? , ., recovery? the risks right now seem to be โ recovery? the risks right now seem to be perceived - recovery? the risks right now seem to be perceived that. recovery? the risks right now| seem to be perceived that you dont want to be too late in stemming potential inflation but at the same time the economic recovery is still fragile, there are still dislocations in the job fragile, there are still dislocations in thejob market that we are seei...
September 24, 2019
Post office, is going to legislate the salvation of mankind. meanwhile, the democratic party can even be bothered to clean up mountains of festering effluvia ends in the cities that they run with the one party in control and for people who actually do care about the environment, they would be advised to think twice before they attack a party so strongly. just look at china. they are the worlds biggest polluters by far. >> tucker: so we havent had time to do this but im pledging now we are going ...
December 24, 2018
Soon, that he is getting more negative attention when things go badly. santa had a 401(k) that took a hit this year. and if you are someday looking at the fang stocks, facebook, apple, amazon, google, all of the tech companies, they have had a rough go as well. >> lisa: that is an important point, the treasury secretary called their stocks all down this year, and typically in a rising rate environment, much to the chagrin, it should be up. most of them are experiencing low stock. >> jessica: thi...
December 24, 2018
Why exactly this call was held on a sunday right before holiday break. the other big concern for the market is not only the recent turmoil but how investors and consumers are going to respond to the rising rate environment after the federal reserve raised rates last week. the other topic will drag onto at least thursday. last week was a wild week for wall street. the s&p 500 is down 17.8% and the nasdaq is lower than 25% of its perspective highs. the climb are significance as investors are tryin...
October 13, 2018
[laughter] this has come up again and again that maybe the federal reserve is looking to get back to normal, whatever that is, and because rates even with the uptick we have seen we are still half where they should be, im told. to double them where they are now i mean, that will not go down well. >> it seems to me the fed and jay powell is blindsided by trying to normalize rates and get back to the neutral rate environment so lets say we have a december rate hike and they move in this lockstep w...
October 13, 2018
>> remember the date almost. neil: okay, good. >> almost. neil: this is looking good for all of us here -- >> honestly, im looking amazing. not forgetting an anniversary. >> doing so well with my wife meredith until you asked me that question. neil: in my case, it was before electricity. [laughter] what do you worry about going into the weekend? >> the long-term problems. i dont think we have an offramp with china. chinas gdp was up july, august and september, so theyre not seeing the effects of...
October 12, 2018
Sell low. thats what theyre doing. they look at the 401(k) returns and theyll be happy with them. if they have that perspective, they wont have a panic. theres real head winds. the rising rate environment, woe need to be normal rates. we dont have the shock absorber. the worry is the trade tariffs. we dont have an off ramp with china right now and were both dug in. >> chris robinson, what is it about october? its famous for the shocks over the years. 87. go back to 1929 and of course 1997 and 98...