Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, and the rest of the CNBC Halftime Report panel discuss today’s upgrade by JP Morgan’s retail analyst of Nike. Brenda’s commentary begins at the 3:40 mark in the video. The content was produced and provided by an unaffiliated third party entity. We are providing this video … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her return visit to CNBC’s Halftime Report on Thursday, December 20th. Her commentary begins at the 5:42 mark. In her role as a regular CNBC contributor, Brenda will make her next appearance on CNBC’s Halftime Report tomorrow, December 21, 2018, at 9 AM PST / … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report program on Friday, November 30th. Watch as she discusses a possible trade truce between the U.S. and China over the weekend, which materialized on Saturday, resulting in a market rally at the open on Monday. Her commentary begins at the 1:45 mark … Continued
Watch Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, discuss the global trade overhang on CNBC’s Halftime Report program earlier today. And stay tuned for her next appearance as a regular contributor tomorrow, November 30, 2018 at 9am PST / 12 noon EST. The content was produced and provided by an unaffiliated third party entity. … Continued
Before earning the moniker “Gen X”, my generation was known as the 13th Generation (being the country’s 13th generation since American Independence). While not the luckiest of numbers, I’ve always considered our generation to be fortunate, having grown up before the technology revolution as well as having benefited so substantially in our work and lives … Continued
In the decade since the severe credit crisis of 2008, the Federal Reserve Bank has pumped over three trillion dollars of liquidity into the markets by purchasing Treasuries, mortgage bonds and other assets. The Fed has also kept interest rates relatively low, despite its recent short-term rate hikes and its initial efforts to gradually shrink … Continued
Following very strong third quarter stock market returns, volatility in October has picked up significantly, culminating this week with a correction that caused the S&P 500 to move into negative territory for the year. Given the severity of the sell-off, (down 10% since late September) as well as the significant daily volatility, we thought you … Continued
The world of investing is ever changing and teaches new lessons to even the most astute investors. For many in the industry, this is the hallmark of what keeps our work interesting and rewarding, even though the process can be incredibly humbling and frustrating at times. The last ten years underscore this inherent challenge, and … Continued
Is the yield curve telling us we are headed for a recession? Since the 1950’s, all U.S. recessions have been preceded by an inverted Treasury yield curve, which occurs when short-term interest rates exceed long-term interest rates. Given this historical correlation and the shape of the yield curve today, it is worth exploring this complicated … Continued
We are proud to announce Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, is now a regular contributor on CNBC’s Halftime Report program. Watch Brenda’s most recent appearance as she discusses the interest rate and corporate earnings landscape. Her commentary begins at the 2:30 mark. The content was produced and provided by an unaffiliated third … Continued