• Feb 21, 2025

1 Healthcare Stock to Hold Forever and 2 to Ignore

Personal health and wellness is one of the many secular tailwinds for healthcare companies. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns - over the past six months, healthcare stocks have collectively shed 1.7%. This performance is a noticeable divergence from the S&P 500’s 8.9% return.

  • Feb 21, 2025

2 Healthcare Stocks with Big Upside and 1 to Skip

Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. But financial performance has lagged recently as players offloaded surplus COVID inventories in 2023 and 2024, a headwind for overall demand. The result? Over the past six months, the industry has tumbled by 1.7% over the last six months. This drawdown is a stark contrast from the S&P 500’s 9% gain.

  • Feb 21, 2025

1 Consumer Stock to Buy in 2025 and 2 to Snub

Retailers are overhauling their operations as technology redefines the shopping experience. Still, secular trends are working against their favor as e-commerce continues to take share from brick and mortars. This puts retail stocks in a tough spot, and over the past six months, the industry’s returns were flat while the S&P 500 gained 9%.

  • Feb 21, 2025

Wall Street Is Selling ETFs That Mimic the Private Equity Boom

(Bloomberg) -- Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the booming asset class — and stretching the definition of “liquid private equity.”Most Read from BloombergTrump to Halt NY Congestion Pricing by Terminating ApprovalTrump Targets $128 Billion California High-Speed Rail ProjectAirbnb Billionaire Offers Pre-Fab Homes for LA Fire VictimsSorry, Ki

  • Feb 21, 2025

Wall Street Pushes Back on Tough Margin Rule for Zero-Day Options

(Bloomberg) -- Wall Street brokers and dealers are pushing back on a new margin rule that the world’s largest derivatives-clearing house has proposed to address the risk from the boom in zero-day options even after some revisions.Most Read from BloombergTrump to Halt NY Congestion Pricing by Terminating ApprovalTrump Targets $128 Billion California High-Speed Rail ProjectAirbnb Billionaire Offers Pre-Fab Homes for LA Fire VictimsSorry, Kids: Disney’s New York Headquarters Is for Grown-UpsTrump A

  • Feb 21, 2025

Singapore rolls out tax rebates, $3.7 billion program to boost stock market

SINGAPORE (Reuters) -Singapore announced on Friday a set of measures to rejuvenate its equities market, including a 20% tax rebate for primary listings and a S$5 billion ($3.74 billion) program that focuses on investing in domestic stocks. The statement offers more details on measures Singapore's equities market review group announced on February 13 to revive its stock market that has come under pressure from a dearth of mega listings and softer trading liquidity. "We aim to have these measures lay the foundations for a sustainable and well functioning equities market, and we think if we take the proposed measures together, they will hopefully make an impact," Singapore's second finance minister Chee Hong Tat said in a briefing on Friday.

  • Feb 21, 2025

Markets Are Complacent on Euro as German Vote Raises Parity Risk

(Bloomberg) -- Euro traders risk getting too comfortable as the clock ticks down to German elections this weekend. Most Read from BloombergTrump to Halt NY Congestion Pricing by Terminating ApprovalTrump Targets $128 Billion California High-Speed Rail ProjectAirbnb Billionaire Offers Pre-Fab Homes for LA Fire VictimsSorry, Kids: Disney’s New York Headquarters Is for Grown-UpsTrump Asserts Power Over NYC, Proclaims ‘Long Live the King’There’s an unusual calm in the derivatives markets: the majori