How To Play In The Private Equity Sandbox

TalkMarkets - Mon, 01/06/2025 - 22:04
Instead of looking for a big IPO payday, company founders and their private equity partners are choosing to stay private and keep profits to themselves.

Yay For The Bond Vigilantes

TalkMarkets - Mon, 01/06/2025 - 21:32
Trump is pushing for a massive economic bill that combines a hefty income tax cut, with matching “pay fors” coming from a limited amount of spending cuts as well as a farcical amount of projected tariff revenue.

Morgan Stanley Strategists Warn Of Tough H1 2025 For Stock Market

TalkMarkets - Mon, 01/06/2025 - 20:20
Strong U.S. government bond yields may draw investors away from equities, the strategists warned.

Investor Memo Q4 2024: Valuation, Momentum, And The Risk Of A Market Correction

TalkMarkets - Mon, 01/06/2025 - 19:35
Total market returns would be about 11.25% - price appreciation plus dividend yield.

Three Areas That Are Exploding Higher In The Markets

TalkMarkets - Mon, 01/06/2025 - 18:50
While the S&P 500 has done nothing for the better part of eight weeks, certain key sectors of the markets are exploding higher.

Vehicle Sales: December 2024

Seeking Alpha - Mon, 01/06/2025 - 18:40

Asia Open: Navigating The High-Stakes Coin Flip Of Global Trade And Tariffs

TalkMarkets - Mon, 01/06/2025 - 18:31
The first whole trading week of 2025 started with a resurgence in stock market optimism, driven by traders with fresh annual budgets and a renewed appetite for risk.

Stocks Give Back Early Gains As Breadth Implodes

TalkMarkets - Mon, 01/06/2025 - 18:09
Today’s trading session was choppy.

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