equities | The Leading Business Education Network for Doctors, Financial Advisors and Health Industry Consultants

Stocks UP and Stocks DOWN

Posted on April 16, 2025 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

Investors were apparently tired of all the volatility yesterday, leading to a relatively calm day where indexes ever-so-slightly slipped. But it was a big day for Netflix after the Wall Street Journal reported that the streaming giant has plans to double its revenue and reach a $1 trillion valuation by 2030.

***

🟢 What’s up

Hewlett Packard Enterprise popped 5.11% after Elliott Investment Management took a $1.5 billion stake in the tech company.
Rocket Lab rocketed (sorry) 10.14% higher after the space stock inked deals with both the US Air Force and the UK Ministry of Defense.
Netflix rose 4.83% on a report from the Wall Street Journal that the streaming giant plans to hit a $1 trillion market capitalization and double its revenue by 2030. The company announces earnings on Thursday.
Bank of America and Citigroup both posted strong Q1 earnings that beat analyst forecasts (more on that below). BofA climbed 3.60%, while Citi rose 1.76%.
Palantir rose another 6.24% a day after NATO agreed to purchase its AI-powered warfighting system.

What’s down

Albertsons tumbled 7.49% after the grocer’s full-year guidance came in below expectations.
Allegro Microsystems sank 9.68% on the news that ON Semiconductor has withdrawn its offer to acquire the chipmaker.
Applied Digital plummeted 35.94% after the digital infrastructure company missed analyst revenue estimates, despite sales climbing 22% last quarter.
#recessionindicator: Coty sank 8.57% after the beauty retailer was double downgraded by Bank of America analysts, citing a slowdown in makeup spending.

COMMENTS APPRECIATED

Like and Refer

***

Filed under: "Ask-an-Advisor", Experts Invited, Financial Planning, Funding Basics, Investing, Portfolio Management | Tagged: Albertsons, allegro microsystems, applied digital, Bank America, BoA, Citi, coty, equities, Netflix, Palantir, rocket lab, stocks down, stocks up, Wall Street Journal, WSJ | Leave a comment »

What is a CARRY TRADE?

Posted on August 8, 2024 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

A carry trade is a tactic in which an investor borrows a currency with lower interest rates and invests the proceeds in a higher-yielding asset, often in a different market with higher interest rates.

CITE: https://www.r2library.com/Resource

Over the past few years, many funds were using this strategy by buying US equities or selling US bonds with money borrowed from the yen because of the huge disparity in interest rates between the US and Japan. Japan kept the yen cheap on purpose because its economy is primarily export-driven, and the low price of Japanese products kept exports thriving. And the dollar, as the dominant global currency, has remained impressively strong through thick and thin.

This was all fun and profits, until Japan raised interest rates for the first time in 17 years last week. Suddenly, the yen wasn’t as cheap as it once was. And at the exact same time, the US is expected to cut interest rates in September, which means the dollar would become less valuable, completely throwing this international carry trade out of balance

COMMENTS APPRECIATED

Thank You

***

Filed under: "Ask-an-Advisor", Accounting, Industry Indignation Index, Investing | Tagged: bonds, carry trade, equities, interest rates, IRS | Leave a comment »

DAILY UPDATE: The Metaverse, Nvidia, Tesla and Mixed US Equities

Posted on February 15, 2023 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

Microsoft (MSFT) ended a project that aimed to encourage the use of the Metaverse in industrial environments just four months after it was formed, according to a new report by The Information. The 100 members of the team have been laid off as the company wants to prioritize shorter-term projects over those needing longer to generate meaningful revenue.

Tech, led by Nvidia and Tesla, had it better than other sectors.

CITE: https://www.r2library.com/Resource/Title/0826102549

U.S. equities finished mixed, as investors digested the highly anticipated Consumer Price Index report, and its potential impact on the Fed’s future monetary policy decisions. The headline rate and core rate—excludes food and energy—both rose in line with estimates, but on a year-over-year basis inflation came in slightly hotter than expected. In other economic news, small business optimism rose slightly less than anticipated, and remained below its 48-year average for the thirteenth month in a row.

Earnings results were mixed, as Marriot International and Dow component Coca-Cola both bested EPS estimates and provided upbeat outlooks, while Restaurant Brands International missed earnings expectations, but increased its quarterly dividend.

Treasury yields were higher following the inflation data, and the U.S. dollar nudged lower, while crude oil prices fell, and gold was modestly higher in choppy trading. Asian stocks were mostly higher as markets in the region awaited the CPI report, while European stocks mostly added to its strong year-to-date gains amid the inflation data.

***

***

ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

COMMENTS APPRECIATED

Thank You

***

Filed under: "Ask-an-Advisor", Financial Planning, Health Economics, Information Technology, Investing, LifeStyle | Tagged: Asian stocks, Coca-Cola, Consumer Price Index, CPI, equities, European stocks, gold, inflation, markets, metaverse, microsoft, NASDAQ, Nvidia, S&P 500, stock markets, Tesla | Leave a comment »

DAILY UPDATE: Stock Equities, Treasury Yields and ERNIE-bot Are Up

Posted on February 8, 2023 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

U.S. equities finished higher after whipsawing in the wake of comments from Federal Reserve Chair Powell. The Chairman spoke at the Economic Club in Washington D.C. today, saying that disinflation has begun, but interest rate increases would likely continue. The moves came as the markets were looking for more insight regarding monetary policy, but all-in-all Powell’s remarks appeared to offer little in the way of new information on the Fed’s path forward.

CITE: https://www.r2library.com/Resource/Title/082610254

And, the economic calendar was fairly light as data on the trade balance showed that the deficit widened at a slower pace than expected, while consumer credit expanded by a smaller-than-expected amount in December. Earnings data continued to heat up, as Take-Two Interactive missed forecasts and warned that net bookings will be lower in the near term. Dupont, on the other hand, bested earnings estimates, but provided some disappointing guidance, while Hertz beat EPS forecasts and posted revenues that were in line with estimates.

Treasury yields were also higher, and the U.S. dollar ticked lower, while crude oil and gold prices traded to the upside.

Asian stocks were mixed and markets in Europe diverged following a rate hike from the Reserve Bank of Australia, and as global sentiment remained choppy amid heightened tensions between the U.S. and China.

***

A frenzy over investing opportunities in artificial intelligence continues to benefit Baidu BIDU +12.18% with shares in the Chinese tech giant rallying Tuesday after the company revealed concrete plans to launch a chatbot to rival the likes of popular ChatGPT. It is known as ERNIE-bot.

American depository receipts of Baidu (ticker: BIDU) jumped 15% in pre-market trading on Tuesday, bringing the 2023 gain for the shares above 20%. The stock’s latest jump higher comes as Baidu detailed plans to launch an artificial intelligence chatbot in the coming months, confirming media reports that had telegraphed the move.

***

ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

COMMENTS APPRECIATED

Thank You

***

Filed under: "Ask-an-Advisor", Alerts Sign-Up, Healthcare Finance, Information Technology, Investing | Tagged: Asian stocks, Baidu, BIDU, chatbot, ChatGPT, DuPont, EPS, equities, Equities up, Equity Treasury Yields Up, Ernie Bot, FOMC, Hertz, Powell, treasury yields up | 1 Comment »

DAILY UPDATE: Domestic Equities “Blast-Off”

Posted on January 7, 2023 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

Stocks recorded their first significant rally of 2023 on Friday, as the release of jobs data triggered a relief rally that saw the major U.S. equity averages all rise more than 2%. This marked the biggest one-day percentage gain for the S&P 500 since Nov. 30. The Dow (DJI) ended +2.1%, the S&P 500 (SP500) closed +2.3%, and the NASDAQ Composite (COMP.IND) finished +2.6%.

It seems investors digested December’s key non-farm payroll report and its possible implications on future Fed moves. While job growth remained robust and the unemployment rate fell, indicating a tight job market, wage increases continued to slow. The report came in the wake of other employment data and the Fed’s meeting minutes this week that appeared to solidify expectations of the Fed remaining aggressive in its rate hike campaign.

Meanwhile, domestic services sector activity tumbled into contraction territory for the first time since May 2020 and factory orders fell more than forecasts.

Treasury yields dropped following the data, and the U.S. dollar fell, while crude oil prices nudged higher, and gold gained ground. News on the equity front was in short supply, but Tesla was back in the news after it said it will slash prices in China for a second time, and Bed Bath & Beyond is reportedly near filing for bankruptcy, while Costco reported net sales that were well received.

Stocks in Asia were mixed, and European stocks were noticeably higher, as the markets digested regional economic data and the U.S labor report.

***

CITE: https://www.r2library.com/Resource/Title/082610254

***

ORDER: https://www.routledge.com/Risk-Management-Liability-Insurance-and-Asset-Protection-Strategies-for/Marcinko-Hetico/p/book/9781498725989

***

ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

COMMENTS APPRECIATED

Thank You

***

Filed under: "Ask-an-Advisor", Alerts Sign-Up, Alternative Investments, Funding Basics, Investing | Tagged: DAILY UPDATE: Domestic Equities "Blast-Off", domestic equities, equities, equities blast off | Leave a comment »

DAILY UPDATE: U.S. Equities Dip

Posted on January 4, 2023 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

U.S. equities gave up early gains and finished lower on the first trading session of the year. Today’s movement followed the long holiday weekend, and the end of 2022, which posted the worst yearly decline since 2008. Equity news was light to begin the new year, but Tesla’s shares fell after the company missed on Q4 delivery expectations due to ongoing logistical issues, growing demand concerns, and stiff competition.

Several economic reports were released after the opening bell, as a read on domestic manufacturing activity remained in contraction territory, while construction spending unexpectedly rose in December.

Treasury yields fell and the U.S. dollar rallied, while crude oil prices lost solid ground, and gold was higher.

Finally, Asian stocks finished mixed, and markets in Europe rose, as the international markets digested a host of PMI reports, German inflation data, and the recent rise in China’s COVID cases.

***

CITE: https://www.r2library.com/Resource/Title/082610254

***

ORDER: https://www.routledge.com/Risk-Management-Liability-Insurance-and-Asset-Protection-Strategies-for/Marcinko-Hetico/p/book/9781498725989

***

ORDER: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

COMMENTS APPRECIATED

Thank You

***

Filed under: Alerts Sign-Up, Investing | Tagged: equities, equities dip, US equities, US Equities dip | Leave a comment »

DAILY UPDATE: Equities, Treasuries, Crude Oil and BoA

Posted on October 18, 2022 by Dr. David Edward Marcinko MBA MEd CMP™

THE ECONOMY & RECESSION

By Staff Reporters

***

***

U.S. equities rose noticeably in the first trading session of the week following the new U.K. finance minister’s announcement that the government would abandon nearly all its tax cut plans. The moves came amid hopes of some stabilization in the global bond and currency markets which have seen increased volatility in the wake of the initial proposal.

Treasury yields traded mixed, while the U.S. dollar fell amid strength in both the British pound and the euro.

Crude oil prices nudged lower, and gold traded slightly higher.

Bank of America shares rose as the company eclipsed quarterly expectations on a jump in net interest income, while Q3 earnings season is set to kick into a higher gear this week.

***

Economy: This party may be busted by the cops. A US recession is a 100% certainty within the next 12 months, according to Bloomberg’s economic model.

***

FINANCE: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

COMMENTS APPRECIATED

Thank You

***

Filed under: Alerts Sign-Up, Alternative Investments, Financial Planning, Investing | Tagged: BoA, crude oil, economy, equities, markets, oil, recession, treasuries | Leave a comment »

UPDATE: Equities, Bonds, Oil, the Dollar and Asian Markets

Posted on October 12, 2022 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

U.S. equities finished mixed after turning to the downside following news that the Bank of England set a three-day deadline to end its bond buying initiative and for pension funds within the U.K. to rebalance. Action was choppy most of the day, as investors awaited tomorrow’s first look at the highly anticipated September inflation data.

Now, according to the Schwab Center for Financial Research, the markets appeared to be on edge at the prospect of further monetary policy tightening, which could be enhanced by the inflation reports. In light economic news, small business optimism unexpectedly increased but remained below the 48-year average for a ninth-consecutive month.

On the equity front, Leggett & Platt lowered its full-year guidance, KLA Corporation ceased some of its business with China-based customers following export restrictions, while a proposal from the Labor Department is pressuring ride-hailing and food-delivery companies.
Treasury yields were mixed after a return to action following yesterday’s holiday.

The U.S. dollar finished modestly higher in its own whipsaw session, crude oil prices fell, and gold was also lower.

Asian markets were mostly lower following new export rules on semiconductor chips from the U.S., while European stocks were lower as the Bank of England announced further intervention to try to ensure financial stability.

The global markets continue to grapple with the possibility of future global rate hikes as inflationary concerns remain.

***

COMMENTS APPRECIATED

Thank You

***

FINANCE: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

BUSINESS OF MEDICINE: https://www.routledge.com/Comprehensive-Financial-Planning-Strategies-for-Doctors-and-Advisors-Best/Marcinko-Hetico/p/book/9781482240283

***

Filed under: Alerts Sign-Up, Alternative Investments, Experts Invited, Investing | Tagged: asian markets, bonds, dollar, equities, oil, Schwab | Leave a comment »

UPDATE: ARK Innovation, Dr. Burry, the Yield/Equity Push-Pull and Monkeypox

Posted on June 7, 2022 by Dr. David Edward Marcinko MBA MEd CMP™

By Staff Reporters

***

***

Cathie Wood’s ARK Innovation fund composed of high-growth tech stocks is up 17% since hitting rock bottom on May 11th compared to the S&P’s 4.4% gain over the same period.

Americans are burning through their savings and might virtually exhaust them within months. Colleague Michael Burry MD warned the US economy could suffer once consumers empty out their savings accounts. “The Big Short” investor expects rising debt and reduced savings to hit growth and company profits.

The push and pull between bond yields and equities continue with stock gains kept in check by a drop in Treasuries that pushed a swath of rates above 3%.

The CDC raised its alert level for Monkeypox to level 2 recommending that travelers wear masks, among other health measures.

***

COMMENTS APPRECIATED

Thank You

***

Filed under: Ethics, Experts Invited, Financial Planning, Investing, LifeStyle | Tagged: ARK Innovation Fund, Dr. Burry, equities, Mike Burry, monkeypox, push-pull, Yields | Leave a comment »

Types of Common Stock

Posted on February 12, 2008 by Dr. David Edward Marcinko MBA MEd CMP™

Physician Investing Basics

[By Julia O’Neal; MA, CPA]

There are several different types of common stock listed below, and more.

Utilities: Utilities are companies in public-service businesses, such as electric utilities, natural gas delivery, or telephones, which pay high dividends and are often used by investors for income.

Blue chips: These are high-quality, well-known, large-capitalization, dividend-paying companies with long track records of steady, secure earnings.

Capitalization: Market price × Number of shares outstanding. Usually market cap of less than $500 million is considered “small capitalization,” but in recent years, companies between $500 million and $1 billion are also being considered “small caps.”

Growth: Companies with earnings growth in excess of industry or market averages. Although these companies have strong earnings, they usually reinvest them into research or expansion rather than pay them out as dividends.

Emerging growth: Smaller capitalization companies with even stronger earnings potential. Smaller companies are on the early part of the growth curve. While the start-up phase is the riskiest, the expansion phase follows, where growth is the fastest. Small companies may be in new businesses or new markets, and they often have the advantage of being able to react quickly to change. Some investors look especially for smaller companies that are “under-owned by institutions”—that have not been discovered by the big professional investors.

Cyclical: Companies in businesses providing basic materials or products that are subject to the economic cycle; profits are based on increased consumer demand for high-cost items that can be deferred in tough economic times. Some examples are steel, autos, and building materials. These may be big, strong, mature companies that pay dividends, but they are not blue chips because the possibility exists that earnings may slump drastically and dividends may disappear during economic downturns.

Defensive: Companies that continue to produce earnings in all economic cycles because they provide a necessary product or service (for example utilities, healthcare and food companies).

Assessment

Of course, stocks are further subdivided by industry type, from retailing (department stores and other direct sellers to consumers) to restaurants to technology to steel. The list is long, and sectors are often classified differently.

New areas, such as bio and nano-technology and networking software, are constantly being added.

Conclusion

And so, do you prefer common stocks, mutual funds, index funds or ETFs, and why?

Your thoughts and comments on this ME-P are appreciated. Feel free to review our top-left column, and top-right sidebar materials, links, URLs and related websites, too. Then, subscribe to the ME-P. It is fast, free and secure.

Link: http://feeds.feedburner.com/HealthcareFinancialsthePostForcxos

Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

OUR OTHER PRINT BOOKS AND RELATED INFORMATION SOURCES:

DICTIONARIES: http://www.springerpub.com/Search/marcinko
PHYSICIANS: www.MedicalBusinessAdvisors.com
PRACTICES: www.BusinessofMedicalPractice.com
HOSPITALS: http://www.crcpress.com/product/isbn/9781466558731
CLINICS: http://www.crcpress.com/product/isbn/9781439879900
BLOG: www.MedicalExecutivePost.com
FINANCE: Financial Planning for Physicians and Advisors
INSURANCE: Risk Management and Insurance Strategies for Physicians and Advisors

Filed under: Investing | Tagged: blue chip, capitalization, common stock, cyclical, defensive, equities, Investing Basics, utilities | Leave a comment »

Subscribe MEDICAL EXECUTIVE-POST?

Member Statistics

ME-P Information & Content Channels

Ann Miller RN MHA [Managing Editor]

CERTIFIED MEDICAL PLANNER® program

Most Recent ME-Ps

PodiatryPrep.org

ME-P Free Advertising Consultation

Medical & Surgical e-Consent Forms

iMBA Inc., OFFICES

ME-P Publishing

SEEKING INDUSTRY INFO PARTNERS?

Reader Comments, Quips, Opinions, News & Updates

Start-Up Advice for Businesses, DRs and Entrepreneurs

Up-Trending ME-Ps

Capitalism and Free Enterprise Advocacy

OIG Fraud Warnings

🟢 What’s up

What’s down

Share this:

A carry trade is a tactic in which an investor borrows a currency with lower interest rates and invests the proceeds in a higher-yielding asset, often in a different market with higher interest rates.

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Calendar

Advertising Info:

Book Offerings:

Dictionary Offerings:

Dr. David Marcinko [Publication List]

Education Online:

Health Dictionary Series Wiki Project

Lower Extremity Medicine & Surgery

Pending NIHCM Grant Applications:

Practice Lists:

Professor Marcinko

Related Blogs:

Speaker's Bureau:

Thought-Leaders:

White Papers: