NEWS & RESOURCES
Please see Harvest Portfolio Management Co-CIO Paul Meeks weekly on his own shows Wall Street Beats and "Tech Tune-Up with Paul Meeks" on Benzinga's YouTube channel.
Is Every Day TACO Tuesday?
I wish it were because I love Mexican food. Over the years, I’ve been to Santi’s on upper Meeting Street so often that I may be at least its minority shareholder by now. If you haven’t heard, “TACO” stands for “Trump Always Chickens Out.” Before you send the Sopranos to James Island to rough me up, know that I didn’t coin this term. I read it in Barron’s. Since then, the “TACO trade” has gone viral. It means that whenever the president’s policies rattle the stock or bond (particularly) markets he’ll reverse himself or at least dial back his rhetoric.
Meeks’s Musings: Have We Seen the Market’s Bottom?
Probably not. The market hates nothing more than uncertainty. It likely would even prefer known ghastly news than no news, or at least to skip the current economic schizophrenia. The problem is that even if you support President Trump’s tariffs -- recent polling shows that about two-thirds of us do not -- the administration’s continued mixed messaging on trade is damaging on its own.
Meeks’s Musings: It’s Cozy in This Bunker
I’m guilty. I’m one of those talking heads on business TV -- I appear weekly on CNBC, Yahoo!, and Bloomberg (I’m not conservative enough for Fox) -- who can at least inadvertently create investor anxiety by talking too much and by promoting too much portfolio trading. I’ve been on the air regularly since the mid-1990s.
Meeks’s Musings: All Aboard the Roller Coaster
History tells us that we should lower our expectations for stocks in 2025 or be prepared for something worse. In 2023, the S&P 500’s total return was +26%. Last year, the market was +25%. The last time we had consecutive years in which stocks climbed over +20% was in the late 1990s. That didn’t end well with the S&P down three consecutive years to start the millennium. Of course, the popping of the Internet Bubble had something to do with that.
Merging U.S. Steel and Nippon Steel: Foreign Direct Investment is a Win for American Workers and Investors
This is the tale of one of the most consequential proposed U.S.-international deals in recent history. Although both Presidential candidates were opposed to it on the campaign trail, its supporters hope that the rhetoric will cool now that the election is over, and the deal will receive final U.S. regulatory approval by year-end.
Nvidia's Future: Analyzing its Impressive Growth - Paul Meeks on CNBC TV
Recently featured on CNBC TV, Paul Meeks shares his optimistic outlook on technology giants like Nvidia and Micron. Despite recent market turbulence, Meeks believes Nvidia's growth prospects remain strong, identifying current conditions as a potential buying opportunity. He explains that although fears have gripped the semiconductor sector, Nvidia’s future looks incredibly promising, supported by robust earnings projections. Watch the video for full details.
Navigating the Tech Landscape: Insights on AI, and Emerging Tech Trends - Paul Meeks on Benzinga
Welcome back to "Tech Tune Up with Paul Meeks"! In this episode, recorded on September 4, 2024, Paul dives into the latest tech news with a focus on Nvidia. He'll also discuss AMD's recent $5 billion acquisition of ZT Systems, a server vendor, highlighting the industry's race to catch up with Nvidia in the AI accelerator chip market. Don't miss Paul's insights and answers to viewer questions throughout the show!
Impact of Fed Cutting Rates on Tech: Paul Meeks on Yahoo! Finance
The Federal Reserve is preparing for its first interest rate cut, which could impact the tech sector. On one hand, lower rates can lead to higher valuations for tech stocks. On the other, the rate cut signals concerns about a potential recession.
Nvidia Presents a Strong Buying Opportunity CNBC Interview with Paul Meeks on Money Movers
Paul Meeks is on CNBC’s Squawk Box to discuss Nvidia’s growth and the post -report. Watch here for the full interview.
Is Nvidia Still a Top AI Investment?: Paul Meeks on Yahoo! Finance Opening Bid
In Opening Bid, Yahoo Finance Executive Editor Brian Sozzi sat down with Paul Meeks, CIO and Partner at Harvest Portfolio Management, to discuss Nvidia's anticipated earnings report and its future prospects. The conversation also touched on alternative tech investments like Super Micro Computer (SMCI) and whether Elon Musk's focus on humanoid robots might be diverting attention from Tesla's (TSLA) electric vehicle challenges.