Tariffs Could Cut S&P 500 Market EPS by 30 Cents, Warns David Kotok While many market watchers are brushing off Moody’s recent downgrade of U.S. debt, both stocks and bonds slipped to start the week — suggesting investors may be more concerned than they let on. In the background, longtime...
Alphabet Is TCI’s Riskiest Bet, Says Chris Hohn Alphabet is “maybe our most risky investment,” according to Chris Hohn, founder of The Children’s Investment Fund (TCI). Despite its strengths in YouTube and cloud services, Hohn cautioned that Alphabet faces significant risks — particularly the potential fragmentation of its core search...
Trump’s Tariff Pause May Signal Market Floor—but Investors Should Stay Alert President Trump’s recent decision to partially pause tariffs may indicate where equities need to fall before prompting a White House policy reversal. But investors shouldn’t assume this marks a reliable safety net. The stock market’s sharp rebound—following steep losses...
Wells Fargo Top Strategist Stands by Bold S&P 500 Target of 7,007 Despite a year marked by volatility and market uncertainty, Christopher Harvey, head of equity strategy at Wells Fargo Securities, is holding firm on his aggressive S&P 500 target of 7,007. In a recent interview with MarketWatch, Harvey said...
Goldman Sachs: Focus on High-Pricing-Power Stocks Like Meta Amid Upgraded S&P 500 Outlook While markets pause after recent gains fueled by a U.S.-China tariff deal, Wall Street strategists are turning more bullish—led by Goldman Sachs. The investment bank has raised its six-month S&P 500 forecast to 6,100, up from 5,900,...
UBS Highlights 29 “Growth at a Reasonable Price” Stocks Amid Shifting Market Uncertainty Roughly a month after “Liberation Day” and the subsequent flurry of trade tariff announcements, much of the initial drama has subsided. With U.S.–China tariffs largely rolled back, the market’s focus is now shifting from policy uncertainty to...
