Citi says the S&P 500 has more upside in H2 and spotlights sectors it prefers
https://seekingalpha.com/news/4121750-citi-says-the-sp-500-has-more-upside-in-h2-and-spotlights-sectors-it-prefers?source=feed_sector_healthcare
Jul 02, 2024 - Citi Research projects further upside for the S&P 500 in the second half of 2024, with year-end targets and sector weightings outlined.
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Powell says Fed has made 'quite a bit of progress' on inflation but needs more confidence before cutting
https://www.cnbc.com/2024/07/02/powell-says-fed-has-made-quite-a-bit-of-progress-on-inflation-but-needs-more-confidence-before-cutting.html
Jul 02, 2024 - "We've made quite a bit of progress and in bringing inflation back down to our target," Powell said at a central banking forum in Sintra, Portugal.
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SCHB: Reliable, But Has Expensive Valuation
https://seekingalpha.com/article/4702066-schb-broad-market-etf-investing-considerations?source=feed_tag_etf_portfolio_strategy
Jul 02, 2024 - SCHB offers wide exposure to the stock market with a low expense ratio, yet high concentration in mega-cap technology stocks. Explore more details here.
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Billionaire Bill Ackman Has Almost 20% of His Pershing Square Portfolio Invested in This "Magnificent Seven" Stock
https://www.fool.com/investing/2024/07/02/billionaire-bill-ackman-has-almost-20-of-pershing/?source=iedfolrf0000001
Jul 02, 2024 - This might just be the highest-quality business the hedge fund manager owns.
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The US Supreme Court Has Handed Big Tech a Big Gift
https://www.wired.com/story/supreme-court-chevron-big-tech-regulatory-agencies/
Jul 01, 2024 - By shifting regulatory power away from government agencies and to the courts, recent SCOTUS rulings may be a boon for a tech industry under fire.
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Halfway Through 2024, Nvidia Has Grown Its Market Cap by Nearly $2 Trillion: Here's Who Owns the Most Shares
https://www.fool.com/investing/2024/07/01/halfway-through-2024-nvidia-has-grown-its-market-c/?source=iedfolrf0000001
Jul 01, 2024 - The chipmaker has been on a historic run.
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Climate Change Has Fried Earth So Badly Trees Won’t Save You Today—But I Will
https://www.wired.com/story/i-will-save-you-from-the-heat/
Jul 01, 2024 - The people of Phoenix will suffer under extreme heat this summer. The city has workers for that.
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Arm Holdings Has Significant Upside Potential With Arm Neoverse
https://seekingalpha.com/article/4701750-arm-stock-significant-upside-potential-arm-neoverse?source=feed_all_articles
Jun 30, 2024 - Arm Holdings anticipates significant growth opportunities beyond smartphone market with ARMv9 adoption. Read why I am upgrading ARM stock to a Buy rating.
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PDI: The Risk Is Still There, Has Even Increased Further
https://seekingalpha.com/article/4701710-pdi-etf-risk-still-there-even-increased-further?source=feed_tag_etf_portfolio_strategy
Jun 30, 2024 - Early this year, I issued a relatively bearish article on PIMCO Dynamic Income Fund. Check out my thoughts on PDI fund.
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Carnival Stock Has 36% Upside, According to 1 Wall Street Analyst
https://www.fool.com/investing/2024/06/30/carnival-stock-has-36-upside-according-to-1-wall-s/?source=iedfolrf0000001
Jun 30, 2024 - The company is taking full advantage of a hot, seemingly long-tail trend.
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