John Kimelman
Barron's
New York, NY, United States
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Past articles by John:
CFRA: 2018 Should Be Good for Gold, a Highly Misunderstood Asset
If the Fed keeps inflation in check and the dollar falls in value, the yellow metal should climb. → Read More
Gold Miner Earnings: Goldcorp & Barrick Gain as Results Shine
Shares of Goldcorp and Barrick are trading higher after releasing earnings this evening. → Read More
Can Gold-Mining Stocks Shock Investors and Surpass the Metal Itself?
A more dramatic move in the price of gold is necessary for miners to start outperforming the metal. → Read More
3 Biotechs That Could Benefit From an M&A Frenzy
Two veteran Janus Henderson health-care managers talk about innovation and takeover potential in a dynamic sector. → Read More
Are Stock Bears Overstating Inflation? Ask a Janus Henderson Pro
Janus' Ashwin Alankar thinks that inflation isn't the problem for stocks that some think it is. → Read More
Apple’s Plans Expose Big Misunderstandings About Corporate Repatriation
Strategas Partners analyst Dan Clifton helps clear up some confusion that even members of the financial press have about tax law. → Read More
Could a Government Shutdown End the Melt-Up?
At least one market strategist thinks it could send stocks down by 3% to 5%. → Read More
Investors Can’t Ignore Rising Wealth Inequality
Deutsche Bank’s chief international economist says that the widening gap between rich and poor presents a “macro risk” for markets. → Read More
BlackRock: U.S. Trade Policy Is ‘Geopolitical Risk’ to Watch in 2018
Let's get the good news out of the way: BlackRock, the world's largest asset manager, believes that "sustained economic expansion" lies ahead globally and "we do not expect geopolitics to disrupt this trend." But according to Richard Turnill, BlackRock Global Chief Investment Strategist, there is one geopolitical concern that could upset the applecart. North Korea? Nope. The Mideast? Not that… → Read More
Wait, Income Inequality Matters for the Market?!?!
A recent Deutsche Bank note looks at the extent of income inequality in the U.S. and argues that it could become an important theme for investors. → Read More
Stocks Gets Mid-Day Relief As Senate Has Votes to Pass Tax Reform
Senate leader Mitch McConnell says he has the 50 Senate votes needed to pass a historical measure to dramatically reduce corporate taxes. → Read More
If They Build It, These Stocks Should Rally
Infrastructure stocks: Push for bridges and roads survives despite Washington tumult → Read More
Key Issues at Stake as Tax Reform Moves Into Later Innings
The Senate is expected to vote on its version of tax reform late next week and the vote should be close. → Read More
Strategas’ Thanksgiving Takeaways on Stock Market
In its daily notes to its institutional-investor clients, Strategas Research Partners often takes a technical view of the markets. That's why its reports are often long on charts and short on words. In that vein, a Wednesday's note used the charts to make a five key points about interest rates and stock values going forward. We'll spare you the charts. Here are the points. 1) FLATTENING YIELD… → Read More
BlackRock’s Factor Guru Favors Momentum Stocks
Andrew Ang is bullish on the FAANGs and other momentum stocks but bearish on small-caps. → Read More
Senate and House Diverge on Tax Reform
The Senate is proposing that top-earning individuals get a slight tax cut but also seeks to end all state and local deductions. → Read More
What are Investment Implications of Tuesday’s Democratic Victories?
Will victories by Democratic gubernatorial candidates in two states really alter the fate of tax reform, an issue near and dear to stock investors? There's little doubt of that. Even Senate Finance Committee Chairman Orrin G. Hatch (R-Utah), whose panel will introduce the Senate's version of tax reform later this week, conceded that the election losses for the GOP Tuesday could shape the tax… → Read More
How the U.S. Senate Might Alter Tax Reform
Strategas' Dan Clifton says that the Senate could end passing legislation that contains more revenue and phased-in tax cuts than its House counterpart. → Read More
What Investors Need to Know About the Tax Bill
The bulk of the cuts come from reducing the corporate tax rate. But well-off investors may not be pleased by losing some deductions. → Read More
What We Know About House’s Delayed Tax-Reform Proposal
Though the House has put off the release of a tax-reform bill, expect the measure to keep the current rate rate for top earners and a deduction for property taxes. → Read More