SVCP Team

Backdoor Roth IRAs Are Promising—and Perilous

The Wall Street Journal Laura Saunders May 3, 2024 5:30 am ET For determined savers, the backdoor Roth IRA is an important tool. It’s easy to see why: Roth IRAs offer both tax-free growth and tax-free withdrawals on contributions of after-tax dollars. Savers can put in up to $7,000 this year, or $8,000 if age 50 […]

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Google and Microsoft Don’t Care About Fed’s 2% Inflation Goal

Conor Sen Bloomberg May 3, 2024 High interest rates won’t deter spending by the big technology companies as they race to dominate in artificial intelligence. As the Federal Reserve acknowledges a setback in its inflation fight, one question looms large: Why hasn’t the economy slowed the way policymakers expected? An underrated factor here is the growing belief […]

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Bullish Stocks Narrative Seen as Intact After US Inflation Data

Isabelle Lee Bloomberg March 29, 2024 Inflation view won’t shift, Richard Bernstein Advisors says Mismatch between spending and income is worrying, Sosnick says A cooldown in the Federal Reserve’s preferred gauge of underlying inflation last month, coupled with a rebound in household spending, failed to shift the Wall Street consensus that has lifted stocks to records in […]

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US Consumer Sentiment Jumps to Highest Level Since July 2021

Vince Golle Bloomberg March 28, 2024 US consumer sentiment rose markedly toward the end of March, supported by strong stock-market gains and expectations that inflation will continue to ease. The University of Michigan’s sentiment index climbed to 79.4 from 76.5 earlier in the month, reaching the highest since mid-2021, according to the final March reading […]

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Fed’s Preferred Inflation Metric Cools While Spending Rebounds

Augusta Saraiva Bloomberg March 29, 2024 The Federal Reserve’s preferred gauge of underlying inflation cooled last month while household spending rebounded. The so-called core personal consumption expenditures price index, which strips out the volatile food and energy components, increased 0.3% from the prior month, data out Friday showed. That followed a 0.5% reading in January, marking the […]

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Wall Street optimism on stocks is at its highest level since early 2022, BofA survey shows

PUBLISHED TUE, MAR 19 202412:18 PM EDT Jeff Cox@JEFF.COX.7528@JEFFCOXCNBCCOM A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 5, 2024.  Brendan Mcdermid | Reuters Risk appetite among professional investors in March has hit its highest level in more than two years, according to Bank of […]

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CEO of Hapag-Lloyd, one of world’s top ocean shippers, says the outlook has changed for the global economy

Lori Ann LaRocco Bloomberg March 15, 2024 The CEO of Hapag-Lloyd tells CNBC inventories are depleted in many cases and the ocean carrier has seen a recovery after Chinese New Year. Due to the ongoing Houthi attack issues in the Red Sea and Panama Canal drought, U.S. companies are paying more for ocean freight, with […]

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Kelly Evans: Waiting on Perot

Kelly Evans CNBC October 19, 2023 The year is 1983. The sharp “double-dip” recession of the early ’80s has ended, and bond yields–which had finally been “broken” by Paul Volcker’s massive rate hikes–are showing signs of breaking out again. The 10-year Treasury jumps from roughly 10% to nearly 12% that summer. In his weekly client […]

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Apple Stock Is a ‘Dark Horse’ Bet on AI

Dana Blakenhorn InvestorPlace Contributor January 17, 2024 • Apple (AAPL) stock is down relative to Microsoft because of AI. • Apple plans to run large language models on its devices, not just on its cloud. • Assuming all this works, patient investors will be rewarded. Before buying Apple (NASDAQ:AAPL) stock, which is already worth nearly […]

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Ed Yardeni Says The Roaring Twenties May Be Back

Tiffany Tsoi Bloomberg January 25, 2024 These 20s (the 2020s) could be another Roaring 20s (as in the 1920s), according to Ed Yardeni, founder of Yardeni Research Inc. “History doesn’t repeat itself, but it does rhyme,” Yardeni says (à la Mark Twain) on this week’s episode of Merryn Talks Money. Making parallels between the Spanish flu […]

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