Michael Murphy

Nov 25, 2024 | moneyshow.com | Michael Murphy

In the near term, I expect inflation to continue to slowly fall – in large part because I still think a brief, shallow recession is coming. But two years from now, I think inflation will be higher as Trump tries to undo many of the policies that he believes weakened the country even as they dampened inflation. I like Palantir Technologies Inc. (PLTR) here, notes Michael Murphy, editor of New World Investor.

Nov 11, 2024 | moneyshow.com | Michael Murphy

Stocks jumped after Trump’s election, with the S&P 500 and Nasdaq Composite hitting record levels. Investors expect lower taxes and deregulation, but higher inflation and interest rates. Meanwhile, I want to talk about Corning Inc. (GLW) and a recent European regulatory issue, writes Michael Murphy, editor of New World Investor. Many investors, including me, thought the presidential race would be much closer and the process could be drawn out before a victor was declared.

Oct 14, 2024 | moneyshow.com | Michael Murphy

One complaint with young people today is that “social media is destroying them” in various ways. In this environment, wouldn’t it be smart for a social media CEO to say his company is definitely not social media? It’s really about connecting family and friends in a positive, uplifting way? Welcome to Snap Inc. (SNAP), highlights Michael Murphy, editor of New World Investor. Snap bills itself as a camera company, but what they really offer is an image- and video-based social media experience.

Sep 11, 2024 | moneyshow.com | Michael Murphy

There is an asymmetric opportunity available – relatively low risk for a relatively large reward. It’s relatively low risk since it’s cheap because Wall Street hates it and it’s a lower-risk legal structure. It’s a relatively large reward because – well – Wall Street is wrong. I’m talking about funds like the iShares US Real Estate ETF (IYR), counsels Michael Murphy, editor of New World Investor. Wall Street thinks commercial real estate is falling apart.

Jul 22, 2024 | moneyshow.com | Michael Murphy

Since I moved Apple Inc. (AAPL) and Meta Platforms Inc. (META) to a “Hold” on July 3, they and the rest of the Magnificent Seven have been clobbered. There should be a reprieve when they start reporting good earnings in a couple of weeks, but then I expect the relative underperformance to continue for a while, notes Michael Murphy, editor of New World Investor. There is a lot of optimism going into the June quarter earnings season.