Although “Trump trade” names have popped in the week following President-elect Donald Trump’s victory, Societe Generale thinks the trend has more room to run.
Sundheim’s D1 Capital adds new stakes in GE Healthcare, Bank of America
D1 also closed out of several large positions, including GE Vernova, Pfizer and Nu Holdings.
‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings
Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies’ ADRs.
These mutual funds are about to drop a tax surprise in investors’ portfolios. How to prepare
Capital gains distribution season is upon us. Here’s how investors can get ready for it.
Buying opportunity or time to bail? What to do with gold following the postelection selloff
David Keller breaks down the charts on gold.
JPMorgan loves Netflix, predicts Tyson-Paul fight could be most-watched boxing match ever
Friday could be a big day for Netflix, according to JPMorgan.
A smart way to follow value investor David Einhorn into his latest play that generates income to boot
Mike Khouw gives a cash-covered put strategy on CNH Industrial.
Amazon just released its Temu killer and Bank of America likes the move
The bank said Amazon’s new offering can “mitigate headwinds.”
Baupost’s Seth Klarman takes new stake in Dollar General, exits Capri before botched deal
The notable hedge fund investor built a $195 million stake in Dollar General, making it his eighth biggest holding at the end of September.
One of the big postelection gainers could soon stall out, Fundstrat warns
Mark Newton, technical strategist at Fundstrat, thinks this asset “stalls out and reverses in the weeks ahead.”