fundstrat: Fundstrat is a financial consulting and research firm that provides analysis and advice on investment strategies and market trends.

topic of a recent virtual panel discussion hosted by CFA Society Chicago’s CFA Women’s Network on July 14, 2020.
Originally planned to help celebrate Women’s History Month in…
A crowd of over 200 signed set for a “virtual fireside conversation” with Liz Ann Sonders on September 22, 2020.
Sonders, chief investment strategist at Charles Schwab, covered a variety of topics within the context of the surroundings due to the COVID-19 pandemic…
On December 15, 2020, CFA Society Chicago’s Education Advisory Group hosted a Zoom event exploring SPAC investing.
Investopedia offers a nice summation; A SPAC is a company with no commercial operations…

Analyst Manav Gupta initiated coverage of the hydrogen fuel cell maker with a buy rating, saying investors are underappreciating the stock’s growth opportunity.
The bank’s price target shows that shares could rally more than 80% from Tuesday’s close.
The Federal Open Market Committee’s statement did not provide signals of a genuine pivot coming on interest policy, rather than just a slowdown, according to Jason Pride, Glenmede’s chief investment officer of Private Wealth.
Recession or no recession, attempting to time the market is almost impossible.

New charterholders and study partners, Shai Dobrusin, CFA, and Jay Bullie, CFA, shared their thoughts and where their studies differed.
CFA Society Chicago’s Progressive Networking Luncheon held on February 22nd at Petterino’s was a chance with another flavor than other networking events.
Having a three-course meal, each course provided a romantic opportunity to chat and really get to…
ON, MAY 9th, CFA Society Chicago members

his bank lenders have revealed vast amounts of dollars in losses.
Others are calling for more transparency in the market for the type of derivatives sold to Archegos.
But 2023, that is expected to be considered a tumultuous year, will show the industry with some challenges, including persistent inflation, a backdrop of higher interest rates and the prospect of slower economic growth.
To this day, one of many huge, unresolved questions is whether inflation can head back towards 2% with out a major increase in the unemployment rate.

Main Street Beats Wall Street In 2022, But Expect A Reversal In 2023

Lee, who gained attention in recent years after becoming one of the few Wall Street strategists to call the Covid-19 bottom and the rebound that followed, said the 2-year yield can be signaling that the Fed has one more hike ahead.
Before this move, the Fed had raised rates by 75 basis points at the final four meetings.
The Fed announced it will raise interest rates by 50 basis points, marking a finish to the pattern of 75 point hikes seen in recent months.
The 50-basis-point rate hike brings the borrowing rate to a targeted range between 4.25% and 4.5%, and the highest level in 15 years.

It has proven to be my most valuable tool that I use for buying the currency markets.
Marathon is a digital asset technology company that mines cryptocurrencies with a focus on the blockchain ecosystem and the generation of digital assets.
Geospatial analysis firm RS Metrics is developing new product in the wake of hiring a fresh CEO, since it seeks to deepen and broaden its investment research offerings.
The Fed/ECB doesn’t want the currency markets to go up anytime soon…
The redesign of the nation’s lending apparatus and overhaul of the financial system meant to insulate it better from economic shocks make a repeat of 2008 exceedingly unlikely, in accordance with policy makers and bankers.

Within a few years, we’re able to see technical upgrades to Ethereum along with other platforms that unlock opportunities for a huge selection of millions—or even billions—of people all over the world.
Charts and graphs provided herein are for illustrative purposes only.
In his June TAKE, Andrew offers compelling reasons for this call, and some arguments against.
Despite all the negative headlines which are undoubtedly driving the bearish sentiment above, the market internals are flashing a far more optimistic tone.
Clearly, a majority of strategists would think about this recent rally to be a “bear market rally”.

The Philly Fed Met All Of The Fed’s Goals: Slowing Economic Activity, Falling Prices And Labor Contraction

Our monthly Global Equity Observer shares our applying for grants world events as seen through the lens of our top quality investment process.
Ideas across disciplines uncover novel insights for sharper decision-making.
Shares climbed more than 6% by mid-afternoon trade following the British software company reported an 8% rise in annual organic operating profit.
There is a roughly 20% chance that the Fed will go with another large, 75 basis point rate hike, based on the tool.
Was down 0.5% in early trade, with travel and leisure stocks shedding 2.2% to lead losses as all sectors and major bourses slid in to the red.
Moderna – Moderna rose another 1.6% in premarket trading along with yesterday’s 19.6% gain.

• Past performance does not predict or guarantee future results.
• Both previous events centered on the original personal challenges of starting your personal firm and the marketing
• As history has shown, financial markets have always rebounded from market shocks, posting strong long-term gains.
• The original Fundstrat, using its institutional research, is really a negotiated contract service and the amount of tailored work and customized engagement may differ, with regards to the institution’s needs.
• Specifically, Daly said she must see core services inflation, once housing-related costs are stripped out, moderate.
• I visit TipRanks several times a week to analyze my investments.

On January 23, close to 400 attendees gathered at the typical Club for CFA Society Chicago’s…
Despite being fraught with risk, buying biotech stocks can be highly lucrative.
Michael Caldwell, a portfolio manager at Driehaus Capital Management led an extremely interactive discussion with a roomful of…
Steps to make a transition from a back-office, support role to a decision-making role in investment management was the main topics discussion on November 18th for a panel with real experiences in making just this type of career move.
On Tuesday, October 13, 2020, CFA Society Chicago hosted a webinar entitled LinkedIn Strategies.

Jimmy Levin, Och-ziff Capital Management

Stocks closed higher Tuesday after the consumer price index showed prices rose significantly less than expected by economists.
But Bolvin said investors didn’t see the same hope with the Fed decision.
There will be a fluctuation in values during differing market cycles.
As such, short-term performance won’t provide