CNBC: Investing

JULY 10, 2025

The results of this weakness are that health care stocks are trading at a substantial discount, with the sector's 2025 forward price-to-earnings (P/E) ratio at 14 compared to a 10-year average of 18. The discount stems in part from weakness in some of the index's largest constituents. It has also underperformed by 23.7%

Trading

CNBC: Investing

JULY 31, 2025

Amazon exceeded The Street's expectations on both earnings and revenue, but their guidance for Q1 had fallen somewhat short. The stock began to drop the next day and never recovered, right into the teeth of President Trump's tariff rhetoric and the eventual Liberation Day crash. The market cap sits at about $2.4

Stock

CNBC: Investing

JULY 15, 2025

upside from Monday's close. Year to date, the stock has soared more than 38%, outperforming the S & P 500's gain of more than 6% in the same period. Akamine's rating on National Fuel Gas Company is just one of two strong buy or buy ratings on Wall Street, per LSEG data.

Stock

CNBC: Investing

JUNE 12, 2025

Starbucks peaked in early March, making a new swing high even after the S & P 500 and Nasdaq 100 had already pulled back from their own peaks. While the S & P 500 set its intraday low on April 7, Starbucks scored a new swing low in late April before experiencing its own uptrend phase.

Shares

InvestmentBank.com

JANUARY 14, 2021

One could likely dedicate an entire history book to all that has happened in 2020. This new world has forced many new adaptations and innovations, but what has this meant for those in VC who circled themselves around new trends and innovations long before 2020? According to analysis from PwC and CB Insights, Q2 2020 showed a 9.6%

Capital

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities.

Investment

Peak Frameworks

AUGUST 15, 2023

The Seven Indicators Stock Price Momentum : The S&P 500 versus its 125-day moving average. Market Volatility : The CBOE Volatility Index (VIX), for instance, spiked during the 2020 Covid-19 market crash. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

Investors

Sica Fletcher

OCTOBER 23, 2024

This method is also less popular than EBITDA but is sometimes used by companies with larger investment portfolios, such as wealth management companies. Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014.

Valuation

The TRADE

OCTOBER 9, 2024

Varied approaches to the Covid-19 pandemic starting in 2020 paired with the subsequently varied approaches central banks have taken to abate the economic fallout has left traders, in particular those in the emerging and frontier fixed income space, more reliant on their relationships than ever, both internally and externally.

Trading

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. in 2020 to 9.5% for insurance agencies. Premiums on insurance policies have more than tripled over the last four years, from 2.5%

Insurance

InvestmentBank.com

MAY 26, 2021

Well, 2020 is finally leaving us. Several years of substantial increases in total lending had created an environment with a high potential for defaults and losses in the case of an economic setback; [1] the total value of corporate debt due in 2020 had surpassed $1T [6]. COVID-19 hit the equity markets quite early in 2020.

Capital Raising

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. The first ETF to launch in the US was the SPDR S&P 500 ETF (SPY) in 1993. Portfolio trading Next up is portfolio trading.

Trading

FineMark

JANUARY 17, 2024

The equity market also noted the Fed’s comments as investors piled back into equities and the S&P 500 finished the year up more than 26%. This regime ended in 2020 as yields on the 10-year Treasury bottomed at nearly 0.60%. To put this in perspective, over the last decade the S&P 500 has annualized at 12.03%.

S&P

FineMark

JULY 13, 2023

The stark differences in index performance, specifically the effects of mega-cap technology listings and their disproportionately large weights in the S&P 500, are also worth highlighting. Some of this weightiness can be seen in the performance disparity to date between the S&P 500 and the Dow Jones Industrial Average.

S&P

Mergers and Inquisitions

APRIL 10, 2024

This happened for a few reasons: 1) Soaring Valuations – Many sources say that sports team valuations “outperformed” the S&P 500 over the past 20 years, which is a polite way of saying that many teams are now valued at extremely high multiples. When the fans are passionate, there are infinite ways to milk the brand’s value.

Private Equity

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] 10] Deal Point Data; Cooley analysis.

M&A

Cooley M&A

JANUARY 20, 2022

Although the COVID-19 pandemic that defined 2020 continued to shape much of the life sciences industry in 2021, the way that it did was markedly different. approved prescription cannabidiol medicine to its portfolio. on transactions over 2019’s mega?mergers. General trends in life sciences M&A. driven assets.

M&A

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. million virtual visits in Q2 2020.

Healthcare

CNBC: Investing

JUNE 23, 2025

The MACD signal is the first since August 2020 and suggests the April low was significant. EL also has a tailwind from the consumer staples sector, which is deeply oversold from a short-term perspective relative to the S & P 500 Index (SPX). The top boundary is near $111 as an intermediate-term upside objective.

Stock