"You're likely to see quite a different stock-market leadership to the one that's been so familiar over the past decade," Hugh Gimber told Insider.
Dotcom-style bubble in stocks is a 'massive downside risk' that could affect almost 50% of the market if it pops, RBAdivsor's Dan Suzuki said.
The Baupost CEO underscored the value of hedging, outlined why he likes volatility, and issued a dire warning about the state of American democracy.
Morgan Stanley Wealth Management CIO Lisa Shalett told Bloomberg in an interview the correction is already done for many stocks.
As the easy-money era comes to a close, investors are completely changing their minds about stocks.
The damage in Ark's portfolio is widespread, with only three of its 45 holdings in the green over the past two-days.
Clover Health has plunged 76% in 2021, and Virgin Galactic is down 36%, in a tough year for billionaire investor Chamath Palihapitiya's SPAC mergers.
Mutual funds hold tens of trillions of dollars in wealth, and the people who run them invest according to a wide variety of styles and strategies.
The billionaire founder of Tiger Management said he's betting on stocks like Alphabet, Facebook, and Microsoft.
The same companies comprised the top five in the bank's hedge fund VIP list: Facebook, Microsoft, Amazon, Alphabet, Alibaba.
"We think that the reflation trade has further to run," said UBS which sees higher inflation stoking volatility in stocks but not killing the overall rally.
It's only been seven months of value stocks outperforming growth stocks, well short of the 33 month average, BofA said.
Small-cap stocks would come under greater pressure from higher wages than a pickup in the consumer price index to below 4%, says Bank of America.
Morgan Stanley Investment Management's Andrew Slimmon says good liquidity and no change in Fed policy points to strong performance.
A jump in the 10-year yield to its highest in 14 months spurred a new round of selling in technology stocks.
The recent sell-off in tech stocks was a short-term setback in the midst of a multi-year bull rally that will soar in 2022, says Wedbush.
Tom Lee is reiterating his call to shed Zoom, Netflix, and Peloton. He says stocks that hinge on an economic recovery have the most upside in 2021.