by Investing.com | Mar 27, 2025 | AlphaTack Intel
JPMorgan analysts estimate that the S&P 500’s fair value currently stands at 5400, suggesting the index is about 6% overvalued based on their long-term quant model. According to JPMorgan, the discount rate from their model is around 4.8%, compared to a 10-year...
by Bloomberg.com | Mar 27, 2025 | AlphaTack Intel
Coller Capital Ltd., a UK fund manager specializing in private market secondaries, is expanding in Australia with the launch of several funds targeting wealthy locals. The firm, which manages $38 billion, has launched two secondary feeder funds — Coller Private...
by Yahoo.com | Mar 26, 2025 | AlphaTack Intel
Toss another big Wall Street bank on the list of those becoming more cautious on stocks after a volatile start to the year. Barclays strategist Venu Krishna slashed his 2025 S&P 500 (^GSPC) price target to 5,900 from 6,600 on Wednesday, citing tariffs and...
by Bloomberg.com | Mar 25, 2025 | AlphaTack Intel
Inside the push to change how every American’s nest egg is invested and make private assets mainstream. Less than a week before President Donald Trump’s second inauguration, more than 30 money managers gathered on Zoom to strategize about how to pull America’s...
by John Rubino's Substack | Mar 24, 2025 | AlphaTack Intel
Most of the following charts are from Wolf Street or the Kobeissi letter. Definitely follow those guys. Cratering Condos There’s no way to overstate how crazy US home prices have become. To take just one metric, the median US household income is $79,200, but it takes...
by Bloomberg.com | Mar 23, 2025 | AlphaTack Intel
The sense of gloom on Wall Street is putting pressure on some of the most committed backers of American exceptionalism: South Korea’s risk-seeking retail investors. These investors plowed $10.2 billion into US stocks and exchange-traded funds through March 20, a...
