Donald Trump ran his company and campaign, as many have observed, like an episode of “Game of Thrones”: Pit various factions against one another and see who comes out on top. It may be an inelegant and crude way to manage, but it has a certain logic if you are interested in power and who can wield it effectively.Read More
Those who have been hard-hit by the dual forces of globalization and technology flocked to Trump's promise to restore jobs and wages, convinced with good reason that only a radical choice for president had any chance of reversing or at least halting these trends.Read More
Trump's plans to appoint Exxon CEO Rex Tillerson as secretary of state has been clouded by confirmation from the CIA that Russian security services engineered the release of hacked information designed to hurt Hillary Clinton’s campaign.Read More
For several years, investors have anticipated a “great rotation” from bonds into equities, and for several years, they were dead wrong. In fact, even as equities were quietly rising for the past years, both domestic and international money has continued to surge into bonds. At long last, that is beginning to reverse, which demands a reconsideration of strategies that seemingly have worked so well and so easily for so long. As long as bond prices were rising, pouring money into assets that had a certain return looked like a slam dunk. No longer.Read More
Craig Johnson, Senior Technical Strategist, Piper Jaffray & Co, and Zachary Karabell, Envest-Net, discuss the jump in industrials, which hit a record high today.
Is a junk bond jump-back around the corner? Zachary Karabell of Envestnet and Craig Johnson of Piper Jaffray discuss with Brian Sullivan.
Which exchange-traded funds should you add to your portfolio now? Zachary Karabell of Envestnet and Craig Johnson of Piper Jaffray discuss with Brian Sullivan.
The Envestnet Edge from November 2016Read More
Zachary Karabell, Head of Global Strategy for Envestnet, and "Fast Money" trader Tim Seymour, discuss the Trump impact on emerging markets, which are down more than 9 percent since the election.Read More
Donald Trump’s election has been greeted by a considerable portion of the country with panic. Large swaths of commentators have described his victory as a potential disaster for the nation — placing a “xenophobic racist” and “clown” in the Oval Office. One Hillary Clinton supporter outside her hotel in New York the morning after the election said, “I’m feeling physical pain. I’m shocked. I’m sad.”Read More
The press didn’t see it coming. Or did they? This week, we examine the role of data – and delusion – in this election. Nate Silver reflects on the promise and pitfalls of polling, and Zachary Karabell discusses how financial indicators gloss over the gritty realities of American life. Plus: how a plan to dismantle the electoral college could make elections more democratic, and election coverage more interesting.Read More
Special Webinar on Post-Election Winners and LosersRead More
We now have something like consensus: The rise of Donald Trump portends the end of the Republican Party as we know it. As longtime GOP operative and commentator Steve Schmidt said last week, “The Republican Party has an outstanding chance of fracturing.” Trump’s opponents, inside and outside the party, are united in the belief that he has almost single-handedly undone an institution founded on the eve of the Civil War that has lasted for more than 150 years and has immeasurably shaped the United States.Read More
At long last, the presidential election of 2016 is entering its final stages. In one form or another, this election has occupied an outsized place in American life since the middle of 2015, by far the longest and most extensive political campaign we’ve ever experienced. Much of this campaign season’s noise will have little impact on markets, the economy, interest rates, economic growth, or the fate of companies. In many respects, there is an inverse relationship between the furor of this election and its clear impacts—particularly if Hillary Clinton and the Democrats win.Read More
Where’s the market headed next? Matt Maley of Miller Tabak and Zachary Karabell of Envestnet discuss with Brian Sullivan.Read More
He sees it as zero-sum. She believes all boats rise together. Hillary is right, but a lot of people are buying into Trump’s vision.Read More
Recent volatility notwithstanding, what has been striking about 2016 as an investing year is how relatively good it has been. In fact, the return on a diversified portfolio this year is competitive with many major asset classes, and has restored (for now) some confidence in the age-old mantra of diversification being among the most prudent of investing strategies.Read More
History suggests a high chance stocks slip this week. Larry McDonald of ACG Analytics and Zachary Karabell of Envestnet discuss with Brian Sullivan.Read More
If the Federal Reserve raises rates in its September meeting, how would markets respond? Larry McDonald of ACG Analytics and Zachary Karabell of Envestnet discuss with Brian Sullivan.Read More
Donald Trump could very well win the presidential election, and stocks aren’t prepared, according to Larry McDonald of ACG Analytics. He discusses with Zachary Karabell of Envestnet and Brian Sullivan.Read More