War in the Middle East is again producing an oil shock , as was the case in past years. For the chief perpetrator of the new shock – the United States – this will be a multi-front war where the financial impact could hit the country harder than import price shocks. The US is a debtor nation on a grand scale, running as it does both current account and budget deficits and therefore being highly dep...
War in the Middle East is again producing an oil shock , as was the case in past years. For the chief perpetrator of the new shock – the United States – this will be a multi-front war where the financial impact could hit the country harder than import price shocks. The US is a debtor nation on a grand scale, running as it does both current account and budget deficits and therefore being highly dependent upon foreign capital inflows. Will the Trump administration’s antics – widely perceived as illegal rather than simply misguided – still allow the US to attract flows from international investors as the war continues? The reaction of financial markets to the war has been relatively muted so far, particularly in terms of equity prices. Movements in stock indices are what attract most attention among investors. However, what matters more is the impact on banks and other institutional lenders when it comes to investment in US bonds. Advertisement If these financial flows are curtailed, what will be the impact on the American war machine, which supports US and Israeli attacks on Iran? These are questions that have gone largely unanswered. Some have focused on the fact that energy self-sufficient and even energy-exporting nations, such as the US, should be able to insulate themselves from energy import shocks or even find an economic advantage. The Financial Times, for example, noted in a report on March 9 that the shale revolution had transformed the US into an energy superpower over the past two decades. US President Donald Trump speaks to reporters on the South Lawn of the White House, in Washington, on March 11, as White House press secretary Karoline Leavitt looks on. Photo: AP Some believe these strengths will endure. Genron NPO, a Tokyo-based non-profit research organisation, expects the US to “continue to use its military and economic strength to dominate the world through ‘stability through power’ for a long time”.
Andres Jabois/iStock via Getty Images Foreword While most of this collection of Barron's Better Bets (BBB) is pricey or reveals disappointing dividends, four of the ten highest-yield Dogs with the "Safest" dividends of the BBB are ready to buy. March finds Verizon ( VZ ), Keycorp ( KEY ), Regions Financial ( RF ), and Kinder Morgan ( KMI ) as the buyable top four, living up to the dogcatcher ideal...
Andres Jabois/iStock via Getty Images Foreword While most of this collection of Barron's Better Bets (BBB) is pricey or reveals disappointing dividends, four of the ten highest-yield Dogs with the "Safest" dividends of the BBB are ready to buy. March finds Verizon ( VZ ), Keycorp ( KEY ), Regions Financial ( RF ), and Kinder Morgan ( KMI ) as the buyable top four, living up to the dogcatcher ideal. That is, each showed an annual dividend from $1K invested exceeding its single share price. The remaining six of the March "Safer" twelve have prices exceeding the dividend returned from $1k invested. Of the six, Truist Financial ( TFC ) is closest to the mark with a price within $0.05. Furthermore, Altria Group ( MO ) is within $1.23 of parity. With renewed downside market pressure of 54.04%, it will be possible for all ten of the top BBB "Safer" dividend dogs to become elite fair-priced, with their annual yield (from $1K invested) meeting or exceeding their single share prices. [See a summary of the top ten fair-priced March BBB Dogs (below actionable conclusion #21 mid-article) and the aforementioned ten as "safer" choices in the Afterword, at the bottom of this article.] Actionable Conclusions (1-10): Brokers Expect 17.06% To 28.42% Net Gains From Top-Ten BBB Dogs By March 2027 Four of the ten top-yield BBB Dogs (shaded in the chart below) were among the top-ten price gainers for the coming year based on analyst 1-year target prices. So, this March, the 2026 yield-based forecast for BBB dogs, as graded by Wall St. wizard estimates, was 40% accurate. Estimated dividend returns from $1000 invested in the ten highest-yielding stocks and their aggregate one-year analyst median target prices, as reported by YCharts, created the projections below. Ten probable profit-generating trades projected to March 2027 were: Source: YCharts.com Truist Financial was projected to net $284.19 based on the median of target price estimates from 22 analysts, plus dividends, less broker fees...
The S&P 500 has soared over the past few years for various reasons -- from optimism about a lower interest rate environment to excitement about artificial intelligence (AI) stocks. But, in recent weeks, sentiment has shifted from exuberance to concern. Investors have questioned the strength of AI revenue prospects, have worried about economic growth, and just recently, turned their attention to th...
The S&P 500 has soared over the past few years for various reasons -- from optimism about a lower interest rate environment to excitement about artificial intelligence (AI) stocks. But, in recent weeks, sentiment has shifted from exuberance to concern. Investors have questioned the strength of AI revenue prospects, have worried about economic growth, and just recently, turned their attention to the conflict in Iran. All of these elements have weighed on appetite for stocks and supported volatility; the major benchmark has fluctuated between gains and losses according to the news of the moment. In this context of investors seeking direction, March 16 could be a particularly big day for the stock market. Let's find out more. AI and stock market performance Before diving in, it's key to consider the role AI has played in market performance over the past few years. Investors have raced to get in on the most promising AI stocks, companies developing and/or using AI, as this area is seen as a potential game changer. AI is making operations more efficient and has the potential to speed up and improve processes in a variety of areas, from drug discovery to manufacturing. The technology already is delivering results -- and due to this, certain companies have seen their earnings and stock prices soar. One major example is Nvidia (NVDA 1.58%), the maker of the world's most sought-after graphics processing units (GPUs). These are the chips driving the AI revolution as they take on key tasks such as the training and inference of large language models. Nvidia's chips are the fastest on the market, and that's helped Nvidia rise to the position of leader. Thanks to sales of GPUs and related products, Nvidia's earnings have climbed to record levels. For example, the company delivered a mind-boggling $215 billion in revenue last year and $120 billion in profit. The stock has soared 1,300% over the past five years, though year-to-date it's little changed, amid the general market envir...
Key Points AI stocks have powered the S&P 500 higher in recent years, but recently they’ve lost some momentum. Various concerns, from worries about economic growth to war in Iran, are weighing on investors’ minds. 10 stocks we like better than Nvidia › The S&P 500 has soared over the past few years for various reasons -- from optimism about a lower interest rate environment to excitement about art...
Key Points AI stocks have powered the S&P 500 higher in recent years, but recently they’ve lost some momentum. Various concerns, from worries about economic growth to war in Iran, are weighing on investors’ minds. 10 stocks we like better than Nvidia › The S&P 500 has soared over the past few years for various reasons -- from optimism about a lower interest rate environment to excitement about artificial intelligence (AI) stocks. But, in recent weeks, sentiment has shifted from exuberance to concern. Investors have questioned the strength of AI revenue prospects, have worried about economic growth, and just recently, turned their attention to the conflict in Iran. All of these elements have weighed on appetite for stocks and supported volatility; the major benchmark has fluctuated between gains and losses according to the news of the moment. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In this context of investors seeking direction, March 16 could be a particularly big day for the stock market. Let's find out more. AI and stock market performance Before diving in, it's key to consider the role AI has played in market performance over the past few years. Investors have raced to get in on the most promising AI stocks, companies developing and/or using AI, as this area is seen as a potential game changer. AI is making operations more efficient and has the potential to speed up and improve processes in a variety of areas, from drug discovery to manufacturing. The technology already is delivering results -- and due to this, certain companies have seen their earnings and stock prices soar. One major example is Nvidia (NASDAQ: NVDA), the maker of the world's most sought-after graphics processing units (GPUs). These are the chips driving the AI revolution as they take on key tasks such as the training ...
Harvest Fund Management Co. Ltd raised its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 8.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 227,625 shares of the company's stock after acquiring an additional 17,229 shares during the quarter. Palantir Technologies comprises approximately...
Harvest Fund Management Co. Ltd raised its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 8.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 227,625 shares of the company's stock after acquiring an additional 17,229 shares during the quarter. Palantir Technologies comprises approximately 1.7% of Harvest Fund Management Co. Ltd's investment portfolio, making the stock its 13th biggest holding. Harvest Fund Management Co. Ltd's holdings in Palantir Technologies were worth $41,512,000 as of its most recent SEC filing. A number of other large investors also recently modified their holdings of the stock. Occidental Asset Management LLC grew its stake in shares of Palantir Technologies by 2.8% during the third quarter. Occidental Asset Management LLC now owns 1,964 shares of the company's stock valued at $358,000 after purchasing an additional 53 shares during the last quarter. Gallacher Capital Management LLC raised its position in Palantir Technologies by 2.2% in the 3rd quarter. Gallacher Capital Management LLC now owns 2,452 shares of the company's stock worth $447,000 after purchasing an additional 53 shares during the last quarter. Bare Financial Services Inc lifted its holdings in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock worth $28,000 after buying an additional 55 shares in the last quarter. Lionshead Wealth Management LLC lifted its holdings in Palantir Technologies by 0.4% during the 3rd quarter. Lionshead Wealth Management LLC now owns 13,130 shares of the company's stock worth $2,395,000 after buying an additional 56 shares in the last quarter. Finally, Ellenbecker Investment Group boosted its position in Palantir Technologies by 3.6% in the 3rd quarter. Ellenbecker Investment Group now owns 1,619 shares of the company's stock valued at $295,000 after buying an additi...
Harvest Fund Management Co. Ltd decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 3.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 147,453 shares of the semiconductor manufacturer's stock after selling 5,063 shares during the quarter. Advanced Micro Devices comprises about 1.0% of Harvest Fun...
Harvest Fund Management Co. Ltd decreased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 3.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 147,453 shares of the semiconductor manufacturer's stock after selling 5,063 shares during the quarter. Advanced Micro Devices comprises about 1.0% of Harvest Fund Management Co. Ltd's holdings, making the stock its 17th largest position. Harvest Fund Management Co. Ltd's holdings in Advanced Micro Devices were worth $23,851,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AMD. ORG Wealth Partners LLC raised its holdings in Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its holdings in shares of Advanced Micro Devices by 61.0% during the third quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 61 shares during the last quarter. Pinney & Scofield Inc. grew its position in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock valued at $27,000 after purchasing an additional 85 shares during the period. Aviso Financial Inc. grew its position in shares of Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after purchasing an additional 160 shares during the period. Finally, Evolution Wealth Management Inc. acquired a new position in Advanced Micro Devices in the second quarter valued at $34,000. 71.34% of the stock is c...
Harvest Fund Management Co. Ltd lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 215,637 shares of the information services provider's stock after selling 7,327 shares during the period. Alphabet accounts ...
Harvest Fund Management Co. Ltd lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 215,637 shares of the information services provider's stock after selling 7,327 shares during the period. Alphabet accounts for approximately 2.2% of Harvest Fund Management Co. Ltd's portfolio, making the stock its 9th largest position. Harvest Fund Management Co. Ltd's holdings in Alphabet were worth $52,505,000 at the end of the most recent quarter. Several other large investors have also recently bought and sold shares of GOOG. University of Illinois Foundation purchased a new stake in Alphabet during the second quarter worth approximately $31,000. Manning & Napier Advisors LLC purchased a new position in Alphabet in the third quarter valued at approximately $32,000. Tripletail Wealth Management LLC purchased a new position in Alphabet in the third quarter valued at approximately $40,000. Retirement Wealth Solutions LLC raised its holdings in Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after purchasing an additional 116 shares in the last quarter. Finally, Bay Harbor Wealth Management LLC raised its holdings in Alphabet by 56.8% during the third quarter. Bay Harbor Wealth Management LLC now owns 218 shares of the information services provider's stock worth $53,000 after purchasing an additional 79 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Key Headlines Impacting Alphabet Here are the key news stories impacting Alphabet this week: Insiders Place Their Bets In other news, Director Frances Arnold sold 112 shares of the company's stock in a transaction dated Monday, March 2nd. The shares wer...
Harvest Fund Management Co. Ltd decreased its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 111,778 shares of the semiconductor manufacturer's stock after selling 12,280 shares during the quarter. Micron Technology comprises about 0.8% of Har...
Harvest Fund Management Co. Ltd decreased its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 111,778 shares of the semiconductor manufacturer's stock after selling 12,280 shares during the quarter. Micron Technology comprises about 0.8% of Harvest Fund Management Co. Ltd's investment portfolio, making the stock its 20th biggest holding. Harvest Fund Management Co. Ltd's holdings in Micron Technology were worth $18,703,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of Micron Technology during the second quarter valued at $1,980,700,000. Slate Path Capital LP purchased a new position in shares of Micron Technology in the 2nd quarter worth about $317,751,000. Vanguard Group Inc. boosted its stake in Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer's stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares in the last quarter. State Street Corp boosted its stake in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer's stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares in the last quarter. Finally, Orbis Allan Gray Ltd grew its position in Micron Technology by 50.2% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer's stock valued at $426,165,000 after purchasing an additional 1,156,086 shares during the last quarter. 80.84% of the stock is owned by institutional investors. Get Micron Technology alerts: Sign Up Micron Technology Price Performance Shares of MU opened at $426.13 on Friday. The firm has a market cap of $...
Harvest Fund Management Co. Ltd lowered its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 21.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 97,212 shares of the wireless technology company's stock after selling 27,091 shares during the period. Qualcomm makes up about 0.7% of Harvest Fund...
Harvest Fund Management Co. Ltd lowered its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 21.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 97,212 shares of the wireless technology company's stock after selling 27,091 shares during the period. Qualcomm makes up about 0.7% of Harvest Fund Management Co. Ltd's holdings, making the stock its 25th biggest position. Harvest Fund Management Co. Ltd's holdings in Qualcomm were worth $16,171,000 as of its most recent SEC filing. A number of other institutional investors also recently modified their holdings of QCOM. Harbor Capital Advisors Inc. boosted its holdings in shares of Qualcomm by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock worth $26,000 after acquiring an additional 65 shares during the period. Cloud Capital Management LLC purchased a new position in shares of Qualcomm in the third quarter valued at $27,000. Winnow Wealth LLC bought a new stake in shares of Qualcomm during the 2nd quarter valued at $32,000. Lavaca Capital LLC purchased a new stake in Qualcomm during the 2nd quarter worth about $32,000. Finally, Howard Hughes Medical Institute purchased a new stake in Qualcomm during the 2nd quarter worth about $38,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors. Get Qualcomm alerts: Sign Up Qualcomm Stock Performance NASDAQ:QCOM opened at $129.82 on Friday. The company has a market capitalization of $138.52 billion, a price-to-earnings ratio of 26.82, a PEG ratio of 6.55 and a beta of 1.25. The business has a 50 day moving average of $149.54 and a 200 day moving average of $162.34. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. Qualcomm Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95. Qualcomm (NASDAQ:QCOM - Get ...
Harvest Fund Management Co. Ltd lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 336,854 shares of the electric vehicle producer's stock after purchasing an additional 12,179 shares during the quarter. Tesla accounts for 6.0% of Harvest Fund Ma...
Harvest Fund Management Co. Ltd lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 336,854 shares of the electric vehicle producer's stock after purchasing an additional 12,179 shares during the quarter. Tesla accounts for 6.0% of Harvest Fund Management Co. Ltd's investment portfolio, making the stock its 4th largest holding. Harvest Fund Management Co. Ltd's holdings in Tesla were worth $142,228,000 at the end of the most recent quarter. A number of other large investors also recently modified their holdings of TSLA. Relyea Zuckerberg Hanson LLC raised its holdings in Tesla by 0.4% during the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after buying an additional 23 shares during the last quarter. Equita Financial Network Inc. lifted its stake in shares of Tesla by 2.8% in the third quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after buying an additional 23 shares in the last quarter. VanderPol Investments L.L.C. grew its holdings in shares of Tesla by 2.2% during the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock valued at $464,000 after buying an additional 23 shares during the last quarter. Resonant Capital Advisors LLC increased its position in shares of Tesla by 0.3% during the third quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after acquiring an additional 23 shares in the last quarter. Finally, Cloud Capital Management LLC increased its position in shares of Tesla by 1.1% during the third quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after acquiring an addi...
Harvest Fund Management Co. Ltd grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 338,930 shares of the semiconductor manufacturer's stock after acquiring an additional 26,724 shares during the quarter. Broadcom comprises approximately 4.7% of Harvest Fund Management Co. Ltd's hold...
Harvest Fund Management Co. Ltd grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 8.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 338,930 shares of the semiconductor manufacturer's stock after acquiring an additional 26,724 shares during the quarter. Broadcom comprises approximately 4.7% of Harvest Fund Management Co. Ltd's holdings, making the stock its 5th largest holding. Harvest Fund Management Co. Ltd's holdings in Broadcom were worth $111,738,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Arthur M. Cohen & Associates LLC lifted its position in Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer's stock valued at $1,577,000 after purchasing an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC increased its holdings in shares of Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock worth $716,000 after buying an additional 30 shares during the last quarter. Private Wealth Partners LLC increased its holdings in shares of Broadcom by 0.7% in the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer's stock worth $1,410,000 after buying an additional 30 shares during the last quarter. Planning Alternatives Ltd. ADV raised its position in shares of Broadcom by 1.4% during the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer's stock valued at $715,000 after buying an additional 30 shares in the last quarter. Finally, McHugh Group LLC raised its position in shares of Broadcom by 0.4% during the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer's stock valued at $2,782,000 ...
A lot of people expect to start collecting Social Security once they retire. But if you're assuming you'll get to keep your monthly benefits in full, you may want to rethink that. Many retirees don't realize that Social Security benefits can be subject to federal taxes. And the thing that determines whether your benefits are taxed is something called combined or provisional income. Let's review wh...
A lot of people expect to start collecting Social Security once they retire. But if you're assuming you'll get to keep your monthly benefits in full, you may want to rethink that. Many retirees don't realize that Social Security benefits can be subject to federal taxes. And the thing that determines whether your benefits are taxed is something called combined or provisional income. Let's review what that is -- and the steps you can take to lower yours and keep more of your Social Security for yourself. How taxes on Social Security benefits work Whether you're subject to taxes on Social Security or not depends on something called your combined or provisional income. It's calculated by taking the total of your adjusted gross income, tax-free income, and 50% of the Social Security benefits you receive each year. If your combined or provisional income exceeds $25,000 as a single tax filer or $32,000 as a joint tax filer, you could face taxes on up to 50% of your Social Security benefits. If your combined or provisional income exceeds $34,000 as a single tax filer or $44,000 as a joint filer, you could face taxes on up to 85% of your Social Security benefits. These limits are not indexed to inflation, so they don't increase every year the same way Social Security's cost-of-living adjustments (COLAs) or yearly wage caps do. How to reduce your chances of having your Social Security benefits taxed If you don't like the idea of paying taxes on your Social Security benefits, it's important to know that these common income streams could make those taxes more likely: Withdrawals from traditional retirement accounts like IRAs and 401(k)s Required minimum distributions (RMDs) Capital gains from investments If you want to reduce the likelihood of having your Social Security checks taxed, here are some things you can do: Save in a Roth IRA or 401(k) during your working years, since Roth withdrawals don't count toward combined or provisional income. Do Roth conversions before claimi...
Key Points Many seniors are shocked to learn that Social Security benefits can be taxable. The less taxable income you have, the more likely you are to keep more of your benefits. The $23,760 Social Security bonus most retirees completely overlook › A lot of people expect to start collecting Social Security once they retire. But if you're assuming you'll get to keep your monthly benefits in full, ...
Key Points Many seniors are shocked to learn that Social Security benefits can be taxable. The less taxable income you have, the more likely you are to keep more of your benefits. The $23,760 Social Security bonus most retirees completely overlook › A lot of people expect to start collecting Social Security once they retire. But if you're assuming you'll get to keep your monthly benefits in full, you may want to rethink that. Many retirees don't realize that Social Security benefits can be subject to federal taxes. And the thing that determines whether your benefits are taxed is something called combined or provisional income. Let's review what that is -- and the steps you can take to lower yours and keep more of your Social Security for yourself. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » How taxes on Social Security benefits work Whether you're subject to taxes on Social Security or not depends on something called your combined or provisional income. It's calculated by taking the total of your adjusted gross income, tax-free income, and 50% of the Social Security benefits you receive each year. If your combined or provisional income exceeds $25,000 as a single tax filer or $32,000 as a joint tax filer, you could face taxes on up to 50% of your Social Security benefits. If your combined or provisional income exceeds $34,000 as a single tax filer or $44,000 as a joint filer, you could face taxes on up to 85% of your Social Security benefits. These limits are not indexed to inflation, so they don't increase every year the same way Social Security's cost-of-living adjustments (COLAs) or yearly wage caps do. How to reduce your chances of having your Social Security benefits taxed If you don't like the idea of paying taxes on your Social Security benefits, it's important to know that these common...
Key Points The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have delivered higher annualized returns under Donald Trump than most other presidents over the last century. While Trump's tariff and trade policy often make headlines, it's not the stock market's biggest threat. An Iran war oil price shock, a historic level of division within the Fed, and an exceptionally pricey stock mar...
Key Points The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have delivered higher annualized returns under Donald Trump than most other presidents over the last century. While Trump's tariff and trade policy often make headlines, it's not the stock market's biggest threat. An Iran war oil price shock, a historic level of division within the Fed, and an exceptionally pricey stock market are all capable of triggering a stock market crash. 10 stocks we like better than S&P 500 Index › Based purely on statistics, Wall Street has been thrilled to have President Donald Trump in the White House. When his first, non-consecutive term ended in January 2021, the iconic Dow Jones Industrial Average (DJINDICES: ^DJI), broad-based S&P 500 (SNPINDEX: ^GSPC), and innovation-fueled Nasdaq Composite (NASDAQINDEX: ^IXIC) had rallied by 57%, 70%, and 142%, respectively. Since Trump's inauguration on Jan. 20, 2025, the Dow, S&P 500, and Nasdaq Composite had gained 9%, 12%, and 14%, through the closing bell on March 6, 2026. While the S&P 500 or Dow Jones Industrial Average have finished higher in 26 of the last 33 presidential terms, the annualized return of Wall Street's major stock indexes has been notably higher than the average under Donald Trump. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But this doesn't mean there aren't headwinds brewing for the stock market. At any given time, one or more catalysts are threatening to pull the rug out from beneath investors. While investors may be inclined to point the finger at the president's tariff and trade policy as a possible elevator-down catalyst for stocks, tariffs are far from the biggest issue Wall Street is contending with. If a stock market crash were to ensue under President Trump, one or more of three catalysts (none of which has to do with t...
Alistair Berg/DigitalVision via Getty Images Crisis dynamics are reaching full force. WTI crude prices approached $120 in Sunday's wild overnight session. Nasdaq futures were down as much as 2.6%. In Monday trading, Japan's Nikkei 225 index sank as much as 7.7%, following the previous week's 5.5% drop. South Korea's Kospi was down almost 9%, adding to last week's 10.6% slump. Global bond markets w...
Alistair Berg/DigitalVision via Getty Images Crisis dynamics are reaching full force. WTI crude prices approached $120 in Sunday's wild overnight session. Nasdaq futures were down as much as 2.6%. In Monday trading, Japan's Nikkei 225 index sank as much as 7.7%, following the previous week's 5.5% drop. South Korea's Kospi was down almost 9%, adding to last week's 10.6% slump. Global bond markets were under heavy selling pressure. UK gilt yields surged 17 bps Monday to almost 4.80% (14-month high), as two-year yields surged as much as 29 bps to 4.17%. Italian yields were up 17 bps at the day's high to 3.77% (11-month high). In early Monday trading, 10-year Treasury yields were seven bps higher to 4.21%, though the more alarming moves were in the swaps market. Indicative of mounting liquidity stress, the 30-year Treasury swap spread was down almost three points to a six-month low of 82 bps - continuing the steepest decline since April. High-yield CDS jumped to the high since May. Bank CDS also rose to 10-month highs. "Biggest High Yield ETFs Drop to Fresh Nine-Month Lows." Precious metals prices were also under pressure (i.e., silver down 5.5%). In short, myriad levered strategies were under intense pressure, with no place to hide. March 10 - Bloomberg (Nishant Kumar and Liza Tetley): "Some of the world's biggest hedge funds known for their steady returns suffered hundreds of millions of dollars in losses last week after the war against Iran triggered wild market moves and hit portfolios across the industry. Coatue Management's hedge fund lost 3.8% last week and was down 2.4% this year through March 6… Citadel's main Wellington hedge fund lost 2% last week, with its macro business suffering declines… ExodusPoint Capital Management's multistrategy hedge fund last week gave away all the gains it had notched up for the year… Hedge fund giant Millennium Management, which manages $86.7 billion, lost about $1.5 billion in the week through March 6… At Point72 Asset Managemen...
Hong Kong’s Independent Commission Against Corruption (ICAC) aims to recruit 50 officers during its latest round of hiring, with about 1,000 people expected to attend its learning event this weekend. Paul Lau Chi-ho, the director of the ICAC’s Hong Kong International Academy Against Corruption, said the watchdog was confident it could fill the vacancies and did not plan to follow other disciplined...
Hong Kong’s Independent Commission Against Corruption (ICAC) aims to recruit 50 officers during its latest round of hiring, with about 1,000 people expected to attend its learning event this weekend. Paul Lau Chi-ho, the director of the ICAC’s Hong Kong International Academy Against Corruption, said the watchdog was confident it could fill the vacancies and did not plan to follow other disciplined services in easing recruitment criteria. Lau was speaking on Saturday, the first day of the agency’s weekend-long learning event, where potential applicants can understand more about the work involved and undergo a physical fitness test at the North Point headquarters. It expected about 1,000 participants. A potential recruit undergoes a physical test at the learning event. Photo: Karma Lo According to Lau, the ICAC hopes to recruit 10 commission against corruption officers and 40 assistant commission against corruption officers. Advertisement “This is due to our estimate of our vacancies. We do hope to replenish the vacancies that were generated due to natural attrition or colleagues leaving the ICAC early due to various reasons,” he said. “This is why we set this target.” The agency’s estimated vacancy rate as of April 1 was 7 per cent, which is roughly similar to figures from previous years. Advertisement Lau also rejected the possibility of easing hiring requirements, saying the work was only going to become more difficult.
Key events 34m ago Preamble Show key events only Please turn on JavaScript to use this feature 4m ago 08.29 GMT Here’s today’s five Premier League fixtures today, by the way. It’s not just the two at the top in action! Burnley v Bournemouth, 3pm (all times GMT) Sunderland v Brighton, 3pm Arsenal v Everton, 5.30pm Chelsea v Newcastle, 5.30pm West Ham v Manchester City, 8pm Chelsea hosting Newcastle...
Key events 34m ago Preamble Show key events only Please turn on JavaScript to use this feature 4m ago 08.29 GMT Here’s today’s five Premier League fixtures today, by the way. It’s not just the two at the top in action! Burnley v Bournemouth, 3pm (all times GMT) Sunderland v Brighton, 3pm Arsenal v Everton, 5.30pm Chelsea v Newcastle, 5.30pm West Ham v Manchester City, 8pm Chelsea hosting Newcastle is a tasty one. The Magpies dented Manchester United’s Champions League qualification hopes in their last league outing; Chelsea are in fifth and right around the cutoff point. What will happen? Share 14m ago 08.20 GMT Mikel Arteta, Pep’s protege turned title rival, also had words for the media before today’s fixtures. Specifically, words about set pieces and a denial that Arsenal have been blocking defenders as part of their corner routines. Asked whether other teams had been learning some dark arts from Arsenal, Arteta said: double quotation mark No. We weren’t the first. And it’s not about blocking. I’m not going to describe what we do, but it’s not blocking … Others know what we try to do. And it’s not that.” Premier League news: Arteta denies his team ‘block’ at set pieces; Slot rues Isak absence Read more Share 22m ago 08.12 GMT Pep Guardiola spoke to the press yesterday before West Ham v Manchester City today. In his usual understated style, Guardiola revealed that when he [perhaps the greatest manager in the world, in charge of a well-resourced and highly successful football club] loses a game 3-0, everyone makes a big ol’ fuss. Oh Pep! Never change. ‘Every time I lose, boom’: Guardiola offers feisty defence of City’s tactics Read more Share 28m ago 08.06 GMT Let’s start with last night’s Championship game in which Wrexham beat Swansea 2-0 to boost their playoff hopes. Dom Booth was at the Stōk Cae Ras for the Guardian and he witnessed a football match, plus some slavish devotion to the cult of fame. Bonus. double quotation mark Clearly the suits at Sky Sports thou...
Bitcoin (BTC 1.23%) and XRP (XRP 1.58%) are both leading cryptocurrencies, but they have very different investment theses. Where Bitcoin's pitch is that its scarcity is the only feature it really needs to succeed, XRP's path to growth is more complicated, involving new tech, new collaborations with potential users, and plenty of wrangling with regulators around the world. So which of these coins i...
Bitcoin (BTC 1.23%) and XRP (XRP 1.58%) are both leading cryptocurrencies, but they have very different investment theses. Where Bitcoin's pitch is that its scarcity is the only feature it really needs to succeed, XRP's path to growth is more complicated, involving new tech, new collaborations with potential users, and plenty of wrangling with regulators around the world. So which of these coins is the better play if you're looking to invest $1,000 today and hold whatever you buy for the next three years? Bitcoin's scarcity will take plenty of time to play out This month, Bitcoin will surpass a total of 20 million coins mined, about 95% of the 21 million that will ever exist. Right now, only about 450 new coins enter circulation each day, and when the next halving arrives in 2028, that will drop to just 225. Factor in that an estimated 3 million to 4 million coins are permanently lost to forgotten passwords or other causes, and the supply actually available for purchase is considerably smaller than the headline figure. So Bitcoin is already a scarce asset, and it's going to get a lot scarcer over time. Its scarcity is baked into its protocol and won't be changing. Nor will any major new capabilities or features be added to the chain anytime soon. And over the coin's history of use as a store of value, its unchanging nature has been instrumental in helping it to grow, as investors don't need to account for the risk of it losing its most essential properties. Expand CRYPTO : BTC Bitcoin Today's Change ( -1.23 %) $ -878.90 Current Price $ 70678.00 Key Data Points Market Cap $1.4T Day's Range $ 70463.00 - $ 73839.00 52wk Range $ 60255.56 - $ 126079.89 Volume 55B Inability to change doesn't necessarily equate to rapid growth. The coin can't really react to changes in macro or market conditions, and its scarcity mostly pays off over the very long term. But thankfully, Bitcoin doesn't need to double for you to do well during the next three years, it just needs to keep grin...
Key Points The next three years are likely to see a lot of economic upheaval as well as plenty of financial innovation. Bitcoin's positioning is that it will mostly stay the same no matter what. XRP's positioning is that it will win in the specific market niche it's targeting. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) and XRP (CRYPTO: XRP) are both leading cryptocurrencies, but...
Key Points The next three years are likely to see a lot of economic upheaval as well as plenty of financial innovation. Bitcoin's positioning is that it will mostly stay the same no matter what. XRP's positioning is that it will win in the specific market niche it's targeting. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) and XRP (CRYPTO: XRP) are both leading cryptocurrencies, but they have very different investment theses. Where Bitcoin's pitch is that its scarcity is the only feature it really needs to succeed, XRP's path to growth is more complicated, involving new tech, new collaborations with potential users, and plenty of wrangling with regulators around the world. So which of these coins is the better play if you're looking to invest $1,000 today and hold whatever you buy for the next three years? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Bitcoin's scarcity will take plenty of time to play out This month, Bitcoin will surpass a total of 20 million coins mined, about 95% of the 21 million that will ever exist. Right now, only about 450 new coins enter circulation each day, and when the next halving arrives in 2028, that will drop to just 225. Factor in that an estimated 3 million to 4 million coins are permanently lost to forgotten passwords or other causes, and the supply actually available for purchase is considerably smaller than the headline figure. So Bitcoin is already a scarce asset, and it's going to get a lot scarcer over time. Its scarcity is baked into its protocol and won't be changing. Nor will any major new capabilities or features be added to the chain anytime soon. And over the coin's history of use as a store of value, its unchanging nature has been instrumental in helping it to grow, as investors don't need to account for the risk of it losing its mos...
Columbus Hill Capital Management L.P. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 93,404 shares of the software giant's stock after selling 3,000 shares during the period. Microsoft makes up approximately 6.4% of Columbus Hill Cap...
Columbus Hill Capital Management L.P. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 93,404 shares of the software giant's stock after selling 3,000 shares during the period. Microsoft makes up approximately 6.4% of Columbus Hill Capital Management L.P.'s investment portfolio, making the stock its 6th biggest position. Columbus Hill Capital Management L.P.'s holdings in Microsoft were worth $48,379,000 as of its most recent SEC filing. Get Microsoft alerts: Sign Up Several other hedge funds have also recently bought and sold shares of MSFT. EHP Funds Inc. bought a new stake in shares of Microsoft during the 3rd quarter worth $2,228,000. F m Investments LLC raised its stake in shares of Microsoft by 0.3% during the third quarter. F m Investments LLC now owns 222,438 shares of the software giant's stock valued at $115,212,000 after acquiring an additional 570 shares during the last quarter. FORA Capital LLC lifted its holdings in Microsoft by 44.7% during the 3rd quarter. FORA Capital LLC now owns 23,965 shares of the software giant's stock worth $12,413,000 after buying an additional 7,398 shares during the period. FreeGulliver LLC lifted its stake in shares of Microsoft by 203.1% in the third quarter. FreeGulliver LLC now owns 6,332 shares of the software giant's stock worth $3,280,000 after acquiring an additional 4,243 shares during the period. Finally, Jump Financial LLC boosted its stake in shares of Microsoft by 16.8% in the 3rd quarter. Jump Financial LLC now owns 212,532 shares of the software giant's stock valued at $110,081,000 after purchasing an additional 30,608 shares during the last quarter. 71.13% of the stock is owned by institutional investors. Microsoft Stock Performance NASDAQ:MSFT opened at $395.55 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month...
Dodge & Cox lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,992,737 shares of the information services provider's stock after selling 186,686 shares during the period. Alphabet makes up approximately 1.8% of Dodge & Cox'...
Dodge & Cox lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,992,737 shares of the information services provider's stock after selling 186,686 shares during the period. Alphabet makes up approximately 1.8% of Dodge & Cox's portfolio, making the stock its 15th largest position. Dodge & Cox owned approximately 0.12% of Alphabet worth $3,407,931,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other hedge funds also recently added to or reduced their stakes in the company. Robinson Smith Wealth Advisors LLC boosted its stake in Alphabet by 1.8% during the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock valued at $504,000 after purchasing an additional 36 shares during the last quarter. Searle & CO. raised its stake in shares of Alphabet by 0.6% in the third quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock worth $1,389,000 after purchasing an additional 36 shares during the last quarter. Navellier & Associates Inc. raised its stake in shares of Alphabet by 0.6% in the third quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock worth $1,424,000 after purchasing an additional 36 shares during the last quarter. BankPlus Wealth Management LLC lifted its holdings in shares of Alphabet by 1.2% during the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock valued at $766,000 after purchasing an additional 37 shares in the last quarter. Finally, Activest Wealth Management boosted its position in shares of Alphabet by 0.5% during the third quarter. Activest Wealth Management now owns 7,997 shares of the information services provider's stock valued at $1,948,000 after...
Capital Wealth Planning LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 381.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,805 shares of the electric vehicle producer's stock after acquiring an additional 25,194 shares during the quarter. Capital Wealth P...
Capital Wealth Planning LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 381.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,805 shares of the electric vehicle producer's stock after acquiring an additional 25,194 shares during the quarter. Capital Wealth Planning LLC's holdings in Tesla were worth $14,144,000 as of its most recent filing with the Securities & Exchange Commission. Get Tesla alerts: Sign Up A number of other large investors also recently modified their holdings of TSLA. Manning & Napier Advisors LLC acquired a new position in Tesla during the third quarter worth $29,000. Westend Capital Management LLC bought a new stake in shares of Tesla during the third quarter worth about $32,000. Chapman Financial Group LLC bought a new stake in shares of Tesla during the second quarter worth about $26,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the 2nd quarter worth about $30,000. Finally, ESL Trust Services LLC lifted its position in Tesla by 1,900.0% in the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after acquiring an additional 95 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors. Tesla Stock Performance TSLA stock opened at $391.20 on Friday. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. The firm has a market cap of $1.47 trillion, a PE ratio of 362.22, a P/E/G ratio of 11.68 and a beta of 1.89. The business has a 50 day moving average of $419.98 and a 200-day moving average of $424.97. Tesla, Inc. has a 12-month low of $214.25 and a 12-month high of $498.83. Tesla (NASDAQ:TSLA - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share...