BofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companies

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  • Опубликовано: 9 май 2024
  • Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, and more.

Комментарии • 88

  • @shellywhite2145
    @shellywhite2145 13 дней назад +280

    What are the best additions to a $500k portfolio to boost performance?. ETH is Up and will do better, I believe as indicators for profits continue to improve. investors like me believe that “Santa has come early” to the markets

    • @hh-uv7kr
      @hh-uv7kr 13 дней назад +1

      I think you're better off with majority investment in bitcoin and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on which to acquire

    • @shellywhite2145
      @shellywhite2145 13 дней назад +1

      wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisr please, if you don’t mind me asking? in dire need of asset allocation.

    • @hh-uv7kr
      @hh-uv7kr 13 дней назад

      ashley airagahi is the licensed advisor I use. Just research the name. You'd find necessary details to work with to set up an appointment.

    • @shellywhite2145
      @shellywhite2145 13 дней назад

      Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals.

    • @gloriajaimesa2811
      @gloriajaimesa2811 4 дня назад

      where have you been in the last few weeks ? It's been terrible

  • @jacoma1860
    @jacoma1860 13 дней назад +4

    Savita is always an awesome contributor to the program

  • @wm6549
    @wm6549 13 дней назад +4

    She's always a great guest.

  • @whats_skills
    @whats_skills 13 дней назад +2

    Very good insight! Thank you, Savita

  • @JimMcNutty
    @JimMcNutty 13 дней назад

    Wait other stocks besides NVDA? I had no idea

  • @21stcenturydadd
    @21stcenturydadd 5 дней назад

    I’m a huge fan of Savita. We agree about 90% of the time. Fed probably won’t cut. This

  • @michaelc1063
    @michaelc1063 13 дней назад +3

    BECKY! 😍🔥

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 13 дней назад

    what prior cycles. 70's 80's.

  • @joerampley1562
    @joerampley1562 8 дней назад

    Savita❤

  • @davidtunstall6454
    @davidtunstall6454 13 дней назад +1

    Here's how to be a senior financial analyst in this market:
    1. Tell investors there are 7 or possibly 1 interest rate cut/s coming this year so they should keep buying stocks
    2. Pick up shovel
    3. Dig hole in sand
    4. Place head in hole
    5. Fill in hole with sand
    6. Wait for inflation to keep going down
    7. Wait for inflation to stop going up
    8. Wait for inflation to stop going up even more
    9. Hope the Fed aren't forced to hike rates instead to tackle resurging inflation

    • @catherinedesilets8960
      @catherinedesilets8960 13 дней назад

      With comments like this who needs comedy? Thanks for making me laugh 🤣 while I was having a bad day lol 😂

  • @avanith3579
    @avanith3579 12 дней назад +1

    "We've seen some layoffs but it's nothing to write home about." What a tone-deaf thing to say. It's certainly something to write home about if you were one of the people that lost their job due to corporate greed.

  • @joerampley1562
    @joerampley1562 8 дней назад

    She is intelligent.

  • @Kukaboora
    @Kukaboora 13 дней назад

    Getting closer and closer to the threshold every day.
    With the upcoming EV onslaught from China, all EV makers including Tesla will be in troubles.
    With that unique solar angle, Aptera may prosper, and may set a new direction for alternative energy vehicles, especially with the promise of advance Perovskite solar panels.
    Some astute investors will see it.
    Btw, the theoretical limit of silicon panels is 29% and that of Perovskite panels is about 48%. The current solar panels on Aptera is about 22% I believe.

  • @HelloWorld-hb7yt
    @HelloWorld-hb7yt 13 дней назад

    not sure if now is great time for equities, at this overvalued market..

  • @patriargentina92
    @patriargentina92 13 дней назад +3

    So they are basically starting to see some bad indicators but "not that bad". The market can be late but at the end of the day it's always right. I hope I'm wrong but it seems like it's just late.

    • @davidtunstall6454
      @davidtunstall6454 13 дней назад

      The market is so late right now that it could be pregnant 😂

    • @GK-qc5ry
      @GK-qc5ry 13 дней назад

      Maybe but once inflation drops and rates eventually drop, they'll be a second boost to the economy.

  • @taranjitsingh2714
    @taranjitsingh2714 13 дней назад

    Gold stocks are undervalued compared with gold prices, stocks will skyrocket once earnings come in(see Newmont), not to mention bad market news will further fuel the prices…BUY GOLD Stocks !!

  • @user-qu9ts4gv7u
    @user-qu9ts4gv7u 12 дней назад

    I glad to have an adviser who is excellent in what he's doing , you changed my entire life and I will continue to preach and song your praises on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Andras Bohm!!!!...

    • @user-oj8rr8fj8b
      @user-oj8rr8fj8b 12 дней назад

      Hello, I need some advice. I work 2 jobs to support my family, and I am selling many personal possessions to try to get to a single Bitcoin. I am battling debt, how do you make such in few days? Is there any way to make money from cryptocurrency trading?...

    • @user-rx8dz4st7k
      @user-rx8dz4st7k 12 дней назад

      I've been talking to Andras Bohm consultant, for long now, mostly because I lack the knowledge and energy to deal with these ongoing market circumstances. there are more aspects of the market than the average individual is aware of. Having an investing counselor is now the best line of action, especially for those who are close to retiring..

    • @user-bb5hy7ts6f
      @user-bb5hy7ts6f 12 дней назад

      I was owing a loan of $192,000 to my bank ,
      no longer in debt after I invested $25,000 and got my payout several times for the past two months.
      God bless Andras Bohm...

    • @user-oj8rr8fj8b
      @user-oj8rr8fj8b 12 дней назад

      I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best.. Can you explain further how you invest and earn?....

    • @user-qu9ts4gv7u
      @user-qu9ts4gv7u 12 дней назад

      Run a quick online research with his name...

  • @realnapster1522
    @realnapster1522 13 дней назад +1

    You can’t ignore tech companies. Software is eating the world…

    • @traviskeefe3484
      @traviskeefe3484 13 дней назад

      Software is the world😂 It’s crazy that people can’t grasp that.

  • @anthonytan582
    @anthonytan582 13 дней назад

    Hello

  • @WebsterVissel
    @WebsterVissel 13 дней назад +4

    I'm favoured $130k every 4 weeks! I now have a good house and can afford anything and also support my family

    • @Devocion-Souza
      @Devocion-Souza 13 дней назад

      Wow that's huge, how do you make that much monthly?
      I'm 37 and have been looking for ways to be successful, please how??

    • @WebsterVissel
      @WebsterVissel 13 дней назад

      Yeah, since meeting expert Evelyn, I now agree that with an expert managing your portfolio, the rate of profit high, with less risk.

    • @WebsterVissel
      @WebsterVissel 13 дней назад

      I will advise you stop trading on your own if you keep losing. And i don't trade on my own anymore, I always required help and assistance

    • @Nickson3209
      @Nickson3209 13 дней назад

      She's a licensed broker here in the states.

    • @MarcusSausi709
      @MarcusSausi709 13 дней назад

      😱Sounds familiar, I have heard her names on several occasions.. And both her success stories on wall street journey!

  • @sabbirhasan6934
    @sabbirhasan6934 13 дней назад +2

    Don't understand how does she keep her job when she is constantly wrong? I'm sure she loses money for Bank of America :D

  • @clarkebrown-up9kc
    @clarkebrown-up9kc 13 дней назад +2

    *Hallelujah!!!! The daily Jesus devotional has been a huge part of my transformation, God is good🙌🏻🙌🏻, after years of addiction to drugs and sins God chased me down as I earn $112,500 monthly. My life and family has changed, Thank you Jesus!!!...*

    • @macropolo3618
      @macropolo3618 13 дней назад +1

      Hello how do you make such monthly ?? I'm a born Christian and sometimes I feel so down 🤦of myself because of low finance but I still believe in God

    • @clarkebrown-up9kc
      @clarkebrown-up9kc 13 дней назад +1

      Thanks to Mrs Mary Bridget Walsh.

    • @clarkebrown-up9kc
      @clarkebrown-up9kc 13 дней назад +1

      She's a licensed broker here in the states

    • @otavioweis
      @otavioweis 13 дней назад

      Sure, but RUclips's got a thing with posting numbers 🔢,so I'm going to drop her number 🔢 below. Hope that's okay.

    • @otavioweis
      @otavioweis 13 дней назад

      +1228

  • @rakeshp6498
    @rakeshp6498 13 дней назад

    Disagree with her take, economy is not doing so okay. We are just skating on thin ice

  • @sbkpilot1
    @sbkpilot1 13 дней назад +2

    she looks like she has not slept in 5 days

    • @user-pz8db3oh9y
      @user-pz8db3oh9y 13 дней назад

      Looks like a normal busy professional to me. You sound r tart

  • @gushertv7244
    @gushertv7244 13 дней назад +1

    lol they been laying off people what is she talking about😊

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 13 дней назад +1

    Inflation is why no one can save.

    • @larryrenda3262
      @larryrenda3262 13 дней назад +1

      Wrong

    • @lpmoora
      @lpmoora 13 дней назад

      30% interest on maxed out minimum payment credit cards. Must be inflation causing Americans to swipe away
      $800-$1000 car payment with a NICE interest payment. Surely inflation made the average American sign up for that!
      5+ subscriptions a household? Why not, everything is going up anyway, I still need my 5 video streaming platforms! Mind you the average American has 12 subscriptions
      This is the equivalent of blaming fast food for the obesity problem in the United States. You didn’t get fat from McDonald’s, you got fat from not understanding nutrition. Having poor financial literacy is why you can’t save, not inflation

  • @starship519
    @starship519 13 дней назад

    Bofa is insolvent. 100s of billions of unrealized losses

    • @Dakid015
      @Dakid015 10 дней назад

      No they're not insolvent. They have capital that's above the regulatory requirements. And the unrealized losses are on maturities they don't have to sell. So they can hold on until losses reverse because of rate changes

    • @starship519
      @starship519 10 дней назад

      @@Dakid015 Im talking about naked securities sold, never purchased.

  • @xxxxl2333
    @xxxxl2333 13 дней назад

    I am buyer and i strongly believe that this market is super cheap . AI will change everything so expecting 25% return per year for next decade. It is super cool to see bear's tears

    • @martinjrtremblay
      @martinjrtremblay 13 дней назад

      Humans believe what they want to believe. You are the exception to the rule

    • @xxxxl2333
      @xxxxl2333 13 дней назад

      @@martinjrtremblay wait and see , i won a lot since 2019 and will win again , good luck

    • @martinjrtremblay
      @martinjrtremblay 12 дней назад

      @@xxxxl2333 yeah, I wish you the best!! as long as they keep printing money, most of it will find its way into tech. So in a way, despite your ignorance, your bet might just pay off.

  • @madarchod312
    @madarchod312 13 дней назад +2

    BofA analyst predicted 3200 SnP! made lots of retail panic sell HAHA