The TRADE
JANUARY 22, 2025
When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity. There’s been a reopening in capital markets. It’s been busy. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.
Mergers and Inquisitions
JANUARY 8, 2025
Being in your country’s top ~5% of earners will make a FAR bigger difference than fancy strategies, day trading, or finding the occasional meme coin that goes up by 100x. Clearly, that was a mistake because the S&P 500 roughly doubled over that period.
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CNBC: Investing
JULY 17, 2025
Through June, the category was outpacing last year's flows and on track for another record year, even with a recent slowdown amid the stock market comeback. The basic version of a buffer fund looks like this: a fund gains exposure to a broad index, like the S & P 500 , using a combination of long-term options.
CNBC: Investing
JULY 31, 2025
economy's heavy reliance on consumer activity, which accounts for approximately 70% of gross domestic product, it's notable that the discretionary sector has significantly underperformed. It's more than 6% below its 2024 highs. Given the U.S. Given the U.S. 17 and April 8 — has yet to recover fully.
CNBC: Investing
JUNE 18, 2025
The results arrive as investors grapple with an S & P 500 that's up just 2% this year, and volatile movements in Treasury yields, as well as escalating conflict between Israel and Iran. "We aren't reinventing the wheel, but instead we're trying to smooth out people's results," he said.
CNBC: Investing
JUNE 12, 2025
How to trade it Published Thu, Jun 12 2025 10:30 AM EDT Michael Khouw @Michael_Khouw WATCH LIVE Luiz Inácio Lula da Silva's influence in Brazil has shown signs of weakening recently, as indicated by polling data, political challenges, and public sentiment. Lula's foreign policy stances (e.g.,
CNBC: Investing
JULY 3, 2025
"We see a short-term trade with upside," said Worth on CNBC's "Fast Money" this week. Worth was right on the money back in the summer of 2022 when he said "sell it all" in a controversial call on Apple. AAPL.GSPT mountain 2022-08-01 Apple has been greatly outperformed by S & P Tech.
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