Homin Lee of Lombard Odier discusses the cryptocurrency craze.
China's new anti-monopoly rules targeting tech giants could cause some short-term market volatility, but investors would eventually embrace them as it helps with transparency, says Daniel Gerard of State Street Global Markets.
Lev Peker, Carparts.com CEO, joins 'Power Lunch' to discuss the high short interest on the company's stock and whether the company is poised to do capital raises.
Companies have adjusted very well to lockdown measures, says Canada Life Investments CIO David Marchant.
Amid the flow of mainland cash into Hong Kong listed Chinese tech stocks, Alexious Lee of Jefferies says prices are normalizing as investor uncertainty eases.
2021 will be a year of "gradual, creeping disappointment" even if vaccination goes well, as the economic issues from pre-pandemic times still exist and are likely to be worse now, says Paul Gambles of MBMG Group.
Nuveen's Bob Doll says markets are primed for a rotation from growth to value, big- to small-cap, and U.S. to international stocks as he anticipates reflation to take hold in 2021.
BlackRock's Thomas Taw explains why foreign investors should "close the gap" in their underweight positions in China, as it continues to diverge from the U.S.
Josh Brown, Ritholtz Wealth Management CEO, says monetary and fiscal stimulus are a bigger driver for investment prices and values than whether there is a Democratic or Republican president of the United States. He adds it's an extraordinary time for raising capital, as evidenced by the numerous SPACs we're seeing in the market. He joins 'Fast Money Halftime Report' to discuss.
The U.S. monetary programs offer a record ease of access to capital which will provide "fresh food supply" for zombie firms that face debt and profitability challenges, says Todd Jablonski of Principal Global Investors. Higher long-term rates and technological revolution will put some of those companies to rest.
BMO Capital Markets' Brian Belski warns against the markets becoming too focused on macro issues and advises positioning in both growth and value to ride out the recovery.
David Kuo, co-founder of The Smart Investor, says companies will continue to trim costs in order to add on to profits, leading to sustained unemployment and no discernible economic recovery.