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A place for the Singapore investment community to share information and updates
Investment opportunities I’m looking at in 2025
https://growbeansprout.com/investment-opportunities-in-2025
CNBC Television (Youtube)
AI investing trend will shift from hyperscalers to custom silicon, says Deepwater's Doug Clinton
Doug Clinton, Deepwater Asset Management, on market momentum, joins 'Closing Bell' to talk tech stock performance into 2025.
CNBC Television (Youtube)
Can't be directionally positive on equities and not be market weight tech: Trivariate's Adam Parker
Trivariate’s Adam Parker and Pointwealth Capital’s Sandra Cho join 'Closing Bell' to talk the market outlook for 2025.
CNBC Television (Youtube)
Big banks sue the Federal Reserve over annual stress tests
A group of banks and business groups are suing the Federal Reserve over the annual bank stress tests.
The Bank Policy Institute, which represents big banks like JPMorgan, Citigroup and Goldman Sachs, is joining the American Bankers Association, the Ohio Bankers League, the Ohio Chamber of Commerce and the U.S. Chamber of Commerce to file the suit, which they said aims to "resolve longstanding legal violations by subjecting the stress test process to public input as required by federal law."
CNBC Television (Youtube)
Jefferies' Andy Barish gives his top restaurant picks for 2025
Andy Barish, Jefferies managing director of equity research, joins 'The Exchange' to discuss his restaurant outlook in 2025.
CNBC Television (Youtube)
Broughton Capital's Don Broughton gives his outlook for transports in 2025
Don Broughton, Broughton Capital managing partner, joins 'The Exchange' to discuss his transports outlook in 2025.
CNBC Television (Youtube)
Tariffs would be a tailwind for American-based retailers, says Telsey Group's Dana Telsey
Dana Telsey, Telsey Advisory Group CEO, joins 'The Exchange' to discuss holiday shopping, impact of tariffs on retailers and how investors should position in the sector.
CNBC Television (Youtube)
Bull markets can be killed by policy error, says G Squared's Victoria Greene
Victoria Greene, G Squared Private Wealth CIO, joins 'The Exchange' to discuss markets, risk of a Fed policy error and her 2025 outlook.
CNBC Television (Youtube)
Big Booze is on tap for headwinds in 2025
CNBC’s Brandon Gomez joins 'Squawk on the Street' to discuss headwinds in 2025 for Big Booze.
What I have Learned from CapitaLand Ascott Trust’s Presentation
https://www.thesingaporeaninvestor.sg/2024/11/12/what-i-have-learned-from-capitaland-ascott-trusts-presentation/?utm_source=rss&utm_medium=rss&utm_campaign=what-i-have-learned-from-capitaland-ascott-trusts-presentation
CNBC Television (Youtube)
Apple's Smart Home push: Here's what to know
CNBC’s Steve Kovach discusses Apple’s Smart Home push.
Toyota is donating $1 million to Trump's inauguration
https://www.channelnewsasia.com/business/toyota-donating-1-million-trumps-inauguration-4825156
Biden launches new US trade probe into legacy Chinese chips, setting up Trump for tariffs
https://www.straitstimes.com/business/companies-markets/biden-launches-new-chinese-chips-trade-probe-will-hand-off-to-trump
CNBC Television (Youtube)
A lot of opportunity ahead for Netflix and the NFL in future partnerships, says Guggenheim's Morris
Michael Morris, Guggenheim Securities analyst, joins 'Squawk on the Street' to discuss what's at stake for Netflix, some of the live streaming issues Netflix has had, and much more.
CNBC Television (Youtube)
Apple's an expensive stock hence our hold rating, says Maxim Group's Tom Forte
Tom Forte, Maxim Group senior consumer internet analyst, joins 'Squawk on the Street' to discuss why Apple's stock has moved higher, why Forte is still has a hold rating on the stock, and much more.
Dealmakers see M&A rebound in 2025 as Trump returns to power
https://www.straitstimes.com/business/companies-markets/dealmakers-see-ma-rebound-in-2025-as-trump-returns-to-power
CNBC Television (Youtube)
Bull market will be increasingly driven by earnings over the decade, says Ed Yardeni
Ed Yardeni, Yardeni Research president, joins 'Closing Bell' to talk the economic outlook for 2025.
CNBC Television (Youtube)
Solus' Dan Greenhaus explains why he is optimistic about the year ahead for the market
Dan Greenhaus, Solus Alternative Asset chief strategist, joins 'Closing Bell' to talk the state of the markets into year-end and his outlook for 2025.
CNBC Television (Youtube)
Squawk Pod: NORAD’s Santa tracker & a history of CEOs at the White House - 12/24/24 | Audio Only
While Elon Musk’s close relationship with President-elect Trump may seem unprecedented, U.S. CEOs have been fostering relationships with the Oval Office for over a century, according to Tevi Troy of Ronald Reagan Institute. One example: Henry Ford and President Woodrow Wilson in 1915. Next, it’s Christmas Eve! The North American Aerospace Defense Command, or NORAD, is back with its Santa tracking operations for the 69th year. General Gregory Guillot discusses NORAD’s efforts to monitor the airspace and track Santa’s journey. Plus, Trump’s FCC pick sent a stern letter to Disney’s Bob Iger, big banks are suing the Fed over the annual bank stress tests, and Hyundai will give its customers free EV adapters. Happy Holidays!
In this episode:
Tevi Troy, @TeviTroy
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY
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Just uploaded to YouTube: How Amazon And E-commerce Are Impacting Seasonal Retail Jobs by CNBC
https://www.youtube.com/watch?v=45UAmy9pet4
CNBC Television (Youtube)
Sports is a transformative test for Netflix, says Rosenblatt Securities' Barton Crockett
Barton Crockett, Rosenblatt Securities senior analyst and managing director, joins 'The Exchange' to discuss media in 2025 and streamers betting on live sports.
CNBC Television (Youtube)
Netflix makes a big bet on Christmas NFL deal
CNBC’s Julia Boorstin joins 'The Exchange' to discuss Netflix’s big live sports push, as the streaming company plans two Christmas day NFL games.
Major banks, business groups sue US Federal Reserve over annual stress tests
https://www.straitstimes.com/business/update-3-big-banks-business-groups-sue-us-fed-over-annual-stress-tests
CNBC Television (Youtube)
Former FTC Commissioner Mozelle Thompson on the outlook for regulation under the FTC in 2025
Mozelle Thompson, Former FTC Commissioner, joins 'Squawk on the Street' to discuss his expectation of the FTC under Trump.
CNBC Television (Youtube)
American Airlines lifts ground stop after flights were halted for a technical issue
CNBC’s Leslie Josephs joins 'Squawk on the Street' to discuss American Airlines ground stop this morning.
NASA spacecraft attempts closest-ever approach to the sun
https://www.channelnewsasia.com/business/nasa-spacecraft-attempts-closest-ever-approach-sun-4825166
CNBC Television (Youtube)
Former Nissan CEO calls proposed Nissan-Honda deal a panic move
Carlos Ghosn, Former Nissan chairman and CEO, joins 'Squawk on the Street' to discuss the company's planned deal with Honda.
CNBC Television (Youtube)
The Fed is likely to settle with Big Banks before court, says Fmr. Fed Vice Chair Alan Blinder
Alan Blinder, Former Fed vice chair, joins 'Squawk on the Street' to discuss Big Banks filing a lawsuit against the Fed over the stress tests,
Apple seeks to defend Google's billion-dollar payments in search case
https://www.channelnewsasia.com/business/apple-seeks-defend-googles-billion-dollar-payments-search-case-4825116