Pivoted more to Alphabet due to outperformance of Meta, says MoffettNathanson’s founding partner

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Nathanson, MoffettNathanson founding partner and senior research analyst, joins ‘The Exchange’ to discuss Meta’s investing thesis compared to Alphabet, Zuckerberg’s confidence in Meta, and much more. Source link

General setup for risk assets is ‘pretty positive’, says Goldman Sachs’ Peter Oppenheimer

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Peter Oppenheimer, Goldman Sachs chief global equity strategist, joins ‘Money Movers’ to discuss the expected economic environment, if it’s harder to make recommendations on stocks outside the U.S. right now, and much more. Source link

Bullish on the consumer despite slow traffic at the start of November, says TD Cowen’s John Kernan

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email John Kernan, TD Cowen managing director and retail analyst, joins ‘Money Movers’ to discuss how important Chinese exposure is for retail companies, how to distinguish between retail winners and losers, and much more. Source link

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