Hedge funds actually generate more alpha when the White House is occupied by a Democrat president than a Republican one, according to HFR.
David Einhorn to speak as the priciest market in decades gets even pricier postelection
Einhorn’s hedge fund returned just 9% in 2024 through the end of the third quarter, compared with the S&P 500′s more than 20% gain.
Likely narrow GOP House majority could put Trump’s tax cuts in jeopardy, says Raymond James
The narrow GOP majority in the House means that it won’t necessarily be easy for President-elect Trump’s tax cuts to get passed, per Raymond James.
This Trump trade is an underappreciated opportunity, says Janus Henderson
The run in up in financial stocks may be overdone, but there is another sector that is set to benefit from the Trump administration, one fund manager says.
Small-cap stocks set to roar even higher, according to the charts
Todd Gordon breaks down the charts on the Russell 2000 index and some individual small-cap stocks.
Watch out: These tech stocks have heavy manufacturing exposure to China, Citi warns
Technology companies with high exposure to Chinese manufacturing could take a margin hit from Trump’s proposed tariffs, according to Citi.
The bullish Meta trade is paying off. How to keep exposure while limiting risk with options
Tony Zhang updates his successful trade on the social network stock.
How the Trump administration will add large benefits to Tesla, justifying postelection run, per Deutsche Bank
Deutsche Bank sees more tailwinds ahead for Tesla under the incoming Trump administration.
This stock could be the new ‘pick-and-shovel play’ in the next wave of AI, Wells Fargo says
Underlying analyst Michael Turrin’s investment thesis is his belief that software vendors will lead the next phase of AI development.
Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Meta, Snowflake, Walmart, Wells Fargo, Alphabet & more
Here are Tuesday’s biggest calls on Wall Street.