CFRA Research

Paul Beland recently published a white paper discussing CFRA Research’s views on #UnsustainableFiscalSpending, leading with views from Washington Analysis. In the paper, we analyze this trend under a #Harris or #Trump administration and the implications on the U.S. Dollar, interest rates, and the #economy. CFRA also changed asset allocation recommendations to include commodities and presents a case for cryptocurrencies to hedge against U.S. Dollar debasement. To learn more, download the full report https://ow.ly/59wh50TWAip

While recent economic and political news may be concerning, Lowry's key gauges of market health support an ongoing bull market. Please join Lowry Research Corporation to discuss the indicators that keep our outlook positive, where we see opportunity, and what we will watch for early signs of trouble. During this webinar, CFRA Research Head of Global Research—Wealth Management Paul Beland, CFA, Lowry Research Senior Vice President Michael Kahn, CMT, and Market Analyst #MichaelZuber, CMT, will highlight key market trends, identify critical indicators, emerging patterns, and provide insights that could influence future market movements. Register today. https://lnkd.in/eFZh472N

I enjoyed joining Sumit Roy and the etf.com team on their #ExchangeTradedFridays podcast. We reviewed a range of #ETF subjects including recent launches, crypto ETFs and other topics. https://lnkd.in/gRdcD_nP

We're excited to announce an exclusive webinar for South Africa! Learn how CFRA’s research methodologies can drive revenue and margins in payments and fintech. Also, get the latest insights on the U.S. elections and their potential impact on financial policies. CFRA and Vunani Securities are excited to present the Payments & Fintech: Politics and Financial Shenanigans webinar. During this session, CFRA Head of Forensic Financial Research, Richard Sbaschnig, CFA, will highlight CFRA's research methodologies and aggressive techniques for boosting revenue and margins for payments and fintech companies. Washington Analysis, VP of Financial Policy Analyst Hugo Dante will also share insights into the upcoming US elections and analyze how various financial policies may influence the results. Register today!   CFRA Research

For more on the industrial sector with CFRA Research Sr. Equity Analyst Jonathan Sakraida, check out his latest analyst video below. https://lnkd.in/eNfmBsz6

Washington Association of Money Managers (WAMM) is pleased to present an in-person program, “Finance and Politics: New Insights for 2024 and Beyond,” on Tuesday, October 22, 2024. The reception will begin at 6:00 PM ET followed by the panel discussion at 6:30 PM ET. Heading into the final weeks of the U.S. presidential election campaign, investors are bracing for cross-asset market volatility in light of heightened macroeconomic and geopolitical concerns. However, investors who can cut through the noise and invest based on the business cycle, not the electoral outcomes, may be better positioned for continued success. Having said that, the election’s outcome does carry policy ramifications for investors and their money over the long term. What’s at stake for financial services, energy, healthcare, and tech industries, among others? What other areas bear watching for opportunities and risks? We are fortunate to have an all-star panel of seasoned industry experts to walk us through what a new administration could mean for investors: - Hugo Dante is a Financial Services Policy Analyst/Vice President at Washington Analysis, a CFRA Research business, where he focuses on financial services and housing policy. Prior to that, Hugo held a cross-functional role at Amazon Web Services (AWS) as Market Insights & GTM Analyst for the International Financials and Digital Assets team. Before Amazon, Hugo served as an Economist for the U.S. Congress Joint Economic Committee and worked in the Office of the Chief Economist at the American Bankers Association. - Jeffrey T. Dinwoodie is a partner in the Financial Institutions Group at Cravath, Swaine & Moore LLP. He previously served as Chief Counsel to the Chairman of the U.S. Securities and Exchange Commission and as Head of the Office of Financial Institutions at the U.S. Department of the Treasury. - Ed Groshans is a Senior Research & Policy Analyst at Compass Point Research & Trading, LLC. His focus is on the #financialservices sector (#banks, #fintech, #cryptoassets, #capitalmarkets, #marijuana) while also covering a broad range of topics encompassing election cycles and outcomes, major legislative developments including antitrust, taxes, and trade. Prior to Compass, he was Managing Director at Height Analytics and a Desk Analyst at Ladenburg Thalmann covering the financial services sector. Please note that the Chatham House Rule applies – neither the comments of the speakers nor those of other participants are for attribution. Please RSVP to Pauline V. Bell at paulinevbell@gmail.com, Stephen Karbelk at stephen@dsprecapital.com, or Sylvia Bargas at sylviabargas2016@gmail.com by 6:00 PM ET on Tuesday, October 22, 2024. The event is $0 for WAMM members and non-members. Location: Nelson Mullins Riley & Scarborough LLP 101 Constitution Avenue, NW 9th Floor Rotunda Conference Room Washington, DC 20001 Closest metro stations are Archives-Navy Memorial (Yellow line) and Judiciary Square (Red line).

Few in our industry are as knowledgeable, entertaining, and outright as hilarious as Sam Stovall of CFRA Research. I've looked up to Sam for decades and it was a true honor to chat with him last night. Sonu Varghese, Ph.D. and I learned a lot and laughed a ton. Enjoy! https://lnkd.in/gQsCggj7

Paul Beland CFRA Research just completed his comprehensive quarterly review of Sector Outlooks with overweight recommendations for Communication Services, Information Technology, and Financials. https://lnkd.in/eMNmJcTy #sectors #equities #wealth #privatebanking #CFRA #research

Tesla delivered its long-awaited robotaxi event Thursday night, giving investors new insight into the autonomous vehicle. CFRA Research analyst Garrett Nelson said the event leaves us with more questions than answers. "We were really disappointed by the lack of detail regarding their near-term and intermediate-term product roadmap," Nelson told Yahoo Finance. Nelson noted that there was no mention either of any developments in Tesla's other highly anticipated vehicles — the so-called Model 2 and the Roadster. "It was sort of like watching a movie with a lot of plot twists and special effects. And at the end, you're walking out kind of scratching your head," he said. More: https://lnkd.in/eXsARVsM #yahoofinance #finance #tesla #ev #innovation #tech #stocks #wallstreet #markets #business