https://twitter.com/MI_Investments/status/1054412524613906432 THE SYSTEM DIED. THE RESET IS COMING. — Lynette Zang from SGTreport: Seven interest rate increases by the Federal Reserve since Fall of 2015 and still the 30 year sits at 3.1? Meanwhile, President Trump criticizes the Fed for raising …
via @pattidomm The recent move higher in interest rates triggered moves in the stock market that could signal a tipping point for some long-running themes, like favoring growth stocks over value, according to Morgan Stanley. The firm’s chief equity strategist, Mike …
via bi Morgan Stanley Wealth Management has told its clients to “consider taking profits” in the consumer-discretionary sector and has offered three alternatives. Consumer spending contributes to more than two-thirds of the US economy’s growth. The firm’s investment committee said …
by stockboardasset While the stock market could indeed be in the most extended bull market in history, there are new, troubling signs that the real economy is faltering. A new report has sounded the alarm about the pace of hospital closures across the …
via MS Developed-market assets, including US stocks and credit, are not immune to the conditions that have dragged down emerging markets this year, according to fixed-income strategists at Morgan Stanley. They flagged slower global growth, higher oil prices, and trade …
via Kasper Viita It’s time to step back from market-darling chip stocks, according to Morgan Stanley. The U.S. semiconductor sector now has the poorest risk-reward ratio in three years as cyclical risks are piling up, according to the broker, which last …
via bi With President Donald Trump’s trade war ramping up further, Morgan Stanley just said the US’s protectionist behavior reminded it of the conditions surrounding the Great Depression. Morgan Stanley is also worried about how the trade war will affect …
via zerohedge: Many investors have said ‘it’s different this time’ about Tech stocks over the last few years, and so far they’ve been right – despite numerous warning signs of Tech, growth, and momentum being crowded, these stocks have continued to go …
Morgan Stanley is a full service broker that primarily targets people who are comparatively rich. MS’s wealth management primarily focuses around their financial advisors. To make up for their overhead, MS charges more per trade, charges maintenance fees based off …
https://twitter.com/OccupyWisdom/status/1009963698763509762 The problem is the riskiest assets are paying the best returns right now. People are favoring that risk to get the return cause there are few options with rates so low. Nobody will get out in time. They’ll be …
Josh Sigurdson talks with author and economic analyst John Sneisen about recent warnings regarding a massive tech bubble burst. Despite Goldman Sachs who are infamously wrong most of the time saying that there is no tech bubble, it doesn’t take …
via @tomwfranck “I think we’re in a rolling bear market,” said Mike Wilson, Morgan Stanley’s chief U.S. equity strategist. “It’s fooling everybody at the index level, but there’s a lot of pain out there.” The strategist’s comment came as the S&P 500 fell 0.3 percent …
by stockboardasset During periods of market uncertainty, Morgan Stanley will deploy a vast army of artificial intelligence (AI) robots to tell its wealthy clients to remain calm and Hold On for Dear Life (HODL). The robots will craft personalized messages for each wealthy …
https://www.sec.gov/Archives/edgar/data/1536411/000153641118000008/xslForm13F_X01/form13f_20180331.xml Largest Holdings representing 75% of his portfolio are : Google Amazon Microsoft Salesforce Alibaba It is interesting that for such a tech heavy portfolio he doesn’t own Apple or Facebook h/t vegaseller
via BI If Morgan Stanley’s US equity strategists are correct, the February sell-off in stocks was a glimpse of things to come. In a note on Thursday, the team of strategists led by Michael Wilson laid out their case for why …
Josh Sigurdson talks with author and economic analyst John Sneisen about the recent warning from Morgan Stanley that we’ll likely see a correction in global stocks this year. The bank recently sold off all of their junk bond holdings and …
#TaperCaper #Recession – Morgan Stanley Turns Apocalyptic On Credit: “A Cycle Turn Is Closer Than Many Believe” @zerohedge https://t.co/3nt75EDG5m — TraderStef (@TraderStef) December 10, 2017 Credit check Something happened about the time of the Presidential election that caused a sudden …
Here Richmond takes offense with the argument that weak growth for much of this cycle has prevented “excesses” from building, and hence an already long cycle can last even longer. As he says “we disagree and see excesses all over …