Stifel’s Barry Bannister sticks to his bearish market stance

For those looking to invest in the stock market, Nvidia (NVDA) and Taiwan Semiconductor Manufacturing (TSM) are recommended stocks, with a suggested holding period of three to five years to realize potential gains. Both companies are capitalizing on the significant growth in artificial intelligence, with Nvidia's GPUs being crucial for AI models and TSMC producing chips for various competitors. Management forecasts indicate Nvidia's revenue could increase significantly over the next five years, while TSMC anticipates...

Historically, stocks outperform all asset classes in average annual returns, though recent volatility has rocked major indexes like the Dow Jones, S&P 500, and Nasdaq Composite. The turbulence has been influenced by President Trump's tariff policies, which have raised uncertainty among investors and threatened economic growth. Despite the chaos, a significant spike in the S&P 500's value on April 9 may signal investment opportunities, as such movements often precede market trends, although they can also...

SummaryThe beginning of the trading week saw positive momentum for Chinese tech stocks, bolstered by a perceived easing in the U.S.-China trade conflict, with Alibaba, Tencent, and JD.com experiencing notable gains. President Trump's announcement of tariff exemptions on various tech goods, including semiconductors and smartphones, provided a boost, although the benefits for service-oriented companies like Alibaba and Tencent were indirect. Despite some relief from tariffs, Chinese manufacturers still face a 20% import tax on certain...

Amidst the recent stock-market crash, Dutch Bros (BROS) has seen a 35% decline from its highs, making it an attractive investment opportunity. While tariffs on coffee imports may increase drink prices, Dutch Bros can absorb costs better than smaller local shops and offers cheaper alternatives to competitors like Starbucks. The company aims to expand its market presence, enhance menu offerings, and leverage mobile ordering, projecting growth through new locations and same-store sales, positioning itself as...

Shiba Inu (SHIB 0.36%) has experienced significant market cap losses in 2025, impacting investors. Historically, such low price levels have presented excellent buying opportunities, with past recoveries showing increases of 300% to 700%. Despite recent price drops, Shiba Inu's social media following has remained stable, indicating community resilience, which could position the token favorably for future market cycles, although it is advised to view meme coins primarily as entertainment rather than traditional investments. Full Article

At first glance, Vici Properties (VICI) may appear vulnerable to a recession as the largest owner of casino real estate, but experts Matt Frankel and Tyler Crowe highlight several positive aspects of the business that could sustain it during challenging economic times. Their insights suggest that the company's fundamentals and strategic positioning may provide resilience even in a downturn. The video discussing these points was published on April 11, 2025, using stock prices from the...