Benchmark Capital's Bill Gurley says CEOs are recognizing the right path to a mature business is to go through the public market. » Read More
Historically when growth rates slow defensive issues tend to outperform, according to the CEO & Chief Investment Officer of Richard Bernstein Advisors. » Read More
U.S. restrictions on doing business with Huawei will reduce the chance of Facebook, Google or Netflix getting material access to the China markets, according to RBC Capital Market's lead internet analyst Mark Mahaney. » Read More
The five-day put call ratio has gotten so high that it is a good indicator of the market bottoming, according to Chris Verrone, head of technical analysis and partner at Strategas Research Partners. » Read More
J.P. Morgan Funds Chief Global Strategist David Kelly sees politics in both China and the U.S. pushing the two countries away from making a trade deal.
Breaking up Facebook is not going to fix data privacy problems and tech addiction, according to Founding and Managing Partner at Loup Ventures Gene Munster.
The current tariffs will have the biggest effect on corporate margins, according to Noah Weisberger, Managing Director of U.S. Portfolio Strategy at AB Bernstein.
Every action China takes to hurt the U.S. also hurts China, according to Dan Clifton, head of policy research at Strategas Research Partners.
Utilities and consumer staples are both holding up well given heightened tensions between the U.S. and China, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets.
A trade war would be at least a 10% hit to the stock market, said David Rosenberg, chief economist and strategist at Gluskin Sheff.
A successful trade deal is just as important for China as it is the U.S., said Barry Knapp, director of research at Ironsides Macroeconomics.
Dubravko Lakos-Bujas, U.S. head of equity strategy at J.P. Morgan discussed why the stock market will be able to hold its current level despite tariffs.
Tariffs could cause a 5% hit to S&P earnings, said Thomas Lee, head of research at Fundstrat Global Advisors.
Jeffrey Gundlach, chief executive officer at DoubleLine, discussed a wide range of topics including his market outlook, trade war and national debt.
The stock market could go down 10% to 20% on a full-blown trade war, said Jeremy Siegel, finance professor at The Wharton School.
David Kostin, chief U.S. equity strategist at Goldman Sachs, said investors should focus on dividend growers and companies with low labor costs in a turbulent market.
Abby Joseph Cohen, Goldman Sachs' senior U.S. investment strategist, expects the global markets to rise another 5% this year.
Daniel Niles, founding partner at AlphaOne Capital Partners, said he's betting on Qualcomm and other momentum stocks, but not Apple.
Binky Chadha, chief U.S. equity and global strategist at Deutsche Bank, said investors should buy the dip in health care stocks.
The market is focused on low inflation, not the better-than-expected GDP growth, said David Zervos, chief market strategist at Jefferies.
Shifting focus to Michelob Ultra from Bud Light and a strong innovation pipeline in craft brands have increased Guggenheim's conviction in the beer-maker's growth trajectory.
Benchmark Capital's Bill Gurley says CEOs are recognizing the right path to a mature business is to go through the public market.
Historically when growth rates slow defensive issues tend to outperform, according to the CEO & Chief Investment Officer of Richard Bernstein Advisors.