Karen Carpenter was one the greatest singers of my lifetime. One of her biggest hits was called, “Top of the World.” The key line of the song says, “I’m on top of the world looking down on creation and the only explanation I can find, is the love that I’ve found ever since you’ve been around, you most put me at the top of the world!”
Jeff and Ron Muhlenkamp discuss ongoing inflation and modest but steady GDP growth. In 2024 stock markets mirrored 2023, with AI-related tech companies driving growth, while long-term bonds yielded little.
For the first time since the Fed began cutting rates at their September FOMC meeting, the voting members decided to keep rates unchanged to begin 2025.
The higher yields they currently offer can be a benefit for income-oriented investors, but those yields reflect the additional risks they face.
Apple Inc. described its latest results as its “best quarter ever,” but that’s only true if you stop reading near the top of the press release issued Thursday evening. Overall revenue may have reached record levels, but big questions lurk about large parts of the iPhone maker’s business.
Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.
Meta Platforms Inc. shares are on track for their longest streak of daily gains in almost a decade, with its latest earnings report adding to investor confidence about its strategy with artificial intelligence.
DeepSeek didn’t come out of nowhere. But it seemed to catch Silicon Valley and global investors by surprise this week, to the tune of billions of dollars in stock market value.
For the new Congress, deciding the fate of the 2017 Tax Cuts and Jobs Act will present an immediate dilemma. Allowing the law’s provisions to expire as scheduled at the end of the year would effectively raise taxes on tens of millions of Americans.
A small band of Wall Street skeptics are moving to protect their credit portfolios against a market priced like nothing in the economy could possibly go wrong.
The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
The stock market posted some noteworthy streaks of its own in the fourth quarter.
Guidance and spending will be important to watch as analysts have their eyes on annual revenue growth, especially after news of DeepSeek shocked U.S. markets.
Despite continued underperformance in 2024, the biotech sector enters 2025 with a brighter outlook driven by groundbreaking innovations like mRNA cancer vaccines and CRISPR-based therapies.
The first month of 2025 will soon be behind us. We’ve seen new inflation data and earnings season start to ramp up.
What does Nvidia’s historic rout mean for investors?
Economic indicators provide insight into the overall health and performance of the economy. They are closely watched by many.
Can corporate profits reignite after a rocky 2024? This earnings season could either fuel the market’s fire or leave it gasping for air.
Concerns about the outlook for Treasuries have fueled a resurgence of interest in the Magnificent 7 as a target for safe-haven flows.
Boeing Co. reported on Tuesday that it burned through $14 billion of cash in 2024 and is likely to post negative cash flow this year as well. Regardless, its shares jumped as much as 7.6%.
Deregulation is among President Donald Trump’s most enduring policy themes. In his 2016 campaign, he called for widespread deregulation and made it a central plank in both his economic and energy platforms.
In today’s post, we will examine the money supply represented by M2, the Federal budget deficit, the Fed’s previous adventures with QE, and the correlation to inflation.
Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025.
You’ve likely heard the saying “when the going gets tough, the tough get going.” A similar principle can apply to investing: “when the going gets tough, stay in the market.”
We wrote this in the evening last night and with the news so fluid, there are further things we could add this morning.
US Treasuries were lower as traders parsed tweaks to the Federal Reserve’s policy statement regarding progress on the fight against inflation.
In this article, we will demonstrate how the use of daily options within a covered call strategy has the potential to generate substantial income while also targeting the total return of equities.
Fixed income comes into 2025 on the heels of an explosive 2024. But with 2025’s landscape shifting, investors need guidance.
If OpenAI LLC were a listed company, Monday would have been a very bad day for the stock.
Buried in a rote US Treasury survey released on the eve of the latest holiday weekend was a question that all of Wall Street wants the answer to: What’s the Federal Reserve’s plan once it’s done drawing down its crisis-era bond holdings?
Microsoft Corp. and OpenAI are investigating whether data output from OpenAI’s technology was obtained in an unauthorized manner by a group linked to Chinese artificial intelligence startup DeepSeek, according to people familiar with the matter.
During a rocky fourth quarter, strength in the financials sector was a unifying theme across global markets.
While planning for a CMA (Capital Market Assumptions) at the close of the year—and in the wake of an unexpected U.S. election result—it’s tempting to adopt a short-term perspective, focusing on the uncertainties and anxieties generated by President-elect Trump’s policies and their potentially disruptive impact on the economy and the market.
Calamos’ Matt Kaufman explains the mechanics and rationale behind the Calamos Bitcoin Structured Alt Protection ETF – January (CBOJ). VettaFi’s Roxanna Islam examines the best-performing ETFs so far this year and discusses a recent surge of legacy asset managers entering the ETF space.
DeepSeek, a Chinese artificial intelligence startup, has developed a model that can apparently answer questions as well as any chatbot in the US. It might even help answer a long-running question on Wall Street without being asked.
The S&P 500 Index plummeted as much as 2.3% on Monday over DeepSeek, a Chinese artificial intelligence startup that developed a model competitive with the US’s very best — and, supposedly, on the cheap.
Pacific Investment Management Co. is among asset managers looking at buying a portion of $3 billion of debt tied to Elon Musk’s buyout of X, according to people with knowledge of the matter.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
As the Federal Reserve’s two-day meeting begins, investors have accepted that the central bank probably won’t be cutting interest rates this time.
Bosses at artificial intelligence companies aren’t worried about the end of the world or the start of government regulations. Their biggest worry is more mundane: finding enough electricity to keep servers running at data centers.
The Q4 earnings season continued on a positive note after big banks and other financials struck a bullish tone in the first two weeks of reporting.
Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.
Donald Trump’s second term as president came with a flurry of executive orders and his policies are rippling across the global markets.
Tax and spending cuts will face Congressional roadblocks.
I recently read three very different books which were published in the last three years, all of them speaking to the problems created by the neoliberal order that has been in the ascendancy since the late ’70s but has faltered of late. The solutions that these books offer are, respectively: tweaking; evolution; and revolution.
Let's discuss the recent strong correlation between the appreciating dollar and rising yields, and the reasons for the relationship.
Join Matt Kaufman, Calamos Head of ETFs, as he explores the opportunities and mechanics of Protected Bitcoin ETFs.
Exchange-traded fund investors who placed record bets on the US technology space last week are getting crushed Monday as anxiety over competition from a Chinese startup’s AI model is hitting tech stocks hard.
Treasuries rallied on Monday as investors flocked to the safety of US government bonds after equities slumped in a selloff driven by technology shares.
Chinese artificial intelligence startup DeepSeek’s latest AI model sparked a $1 trillion rout in US and European technology stocks, as investors questioned bloated valuations for some of America’s biggest companies.
