JPMorgan upgrades emerging markets. How to play the improved outlook

Emerging market stocks couldn’t catch a break the past four years. Now their fortunes may be turning. JPMorgan upgraded emerging markets to overweight from neutral on Monday. Strategist Mislav Matejka cited several reasons for the change, including easing trade tensions and attractive valuations. “De-escalation on U.S.-China trade front reduces one significant headwind for EM equities,” […]

The market just gave investors a gift. Here’s how not to blow it

The stock market has come full circle from its April lows, with all of the losses suffered now recovered. For investors who long defied warnings about being over-exposed to U.S. stocks, especially with the dominant position of a handful of tech stocks in the S&P 500, the rebound in portfolios is a good opportunity to […]

How to turn your stock market losses into a tax-savings windfall

Even sharp market sell-offs can have a silver lining for investors. Beyond today’s dollar losses, they may offer an opportunity to boost tax savings tomorrow. President Donald Trump’s April 2 announcement of “reciprocal” tariffs sent the major averages on a wild ride, spurring worries of stubborn inflation on one hand and heightened recession risk on […]

Wealth advisor lays out how to play struggling stocks, including Palantir

With a tumultuous first quarter wrapping up, Courtney Garcia, senior wealth advisor at Payne Capital Management, reviewed what to do with some well-known stocks that are under pressure. Garcia joined the 3-Stock Lunch segment on CNBC’s “Power Lunch” on Monday to discuss Palantir , General Motors and Coinbase . Here’s what she thinks of each: […]

Tariff uncertainty has created a buying opportunity. How to use options to capitalize

Investor sentiment has drastically changed in recent weeks as tariffs — or the threat of tariffs — have been introduced to the markets. Last month’s discussion of awakening animal spirits and multiple analysts racing to readjust their 2025 S & P 500 targets served as a warning, as the Cboe Volatility Index (VIX) crashed under […]

These are Goldman’s favorite stocks for the year. How to trade them for maximum profit

With the new trading year officially underway, investors may be able to see even more gains with some stocks that are already poised for upside ahead, according to Goldman Sachs. “We believe upside asymmetry will be particularly attractive in 2025 given our economist’s above-consensus GDP view and our equity strategists’ equity upside view for the […]