Wolfe Research Flags Stocks Investors May Dump This Fall for Tax Reasons
Mutual funds often shed their biggest losers starting in mid-September, according to CNBC.
Wolfe Research identified stocks likely to see sharp declines as mutual funds begin shedding their biggest losers this fall, CNBC reported, a pattern often tied to tax-related selling starting in mid-September.
Sources
- Dump these loser stocks this fall, Wolfe Research says. It could help cut next year's tax bill — CNBC — Top News
EGazette summarizes reporting from multiple sources; follow the links for the originals.
Related articles
Value Investors Adjust Strategies to Keep Pace With AI-Driven Stock Market
Some value-focused funds are broadening their definition of value to remain competitive as fast-moving growth stocks tied to artificial intelligence dominate market gains.
Top 10 Things to Watch in the Stock Market Wednesday
Microsoft receives an analyst upgrade as investors also turn their attention to Meta's Connect event.
Amazon shares set for further gains as AI push pays off, Wolfe Research says
The Wall Street research firm expects one hyperscaler's rally to continue, pointing to Amazon's artificial intelligence investments as a key driver.
Michael Burry Increases Short Bets as Nasdaq-100 Hits Record High
The investor known for predicting the 2008 financial crisis is betting against chip stocks, with Chinese production capacity seen as a key factor for the memory sector's cycle.
Rising Bond Yields Squeeze Traditional 60/40 Portfolios, Advisors Say
Financial advisors say long-term investors should reassess bond duration and credit quality as yields surge.
Investor Stephanie Link Eyes Target as a Turnaround Story Among Strong Retail Brands
Link, a prominent investor, pointed to improving sales and traffic at Target as new leadership advances a multibillion-dollar turnaround plan.
Comments
Loading comments…