Billionaire Investor Who Predicted The Dot-Com Crash 25 Years Ago Warns Of Another Market Storm Brewing In The US
  • January 15, 2025

Billionaire Investor Who Predicted The Dot-Com Crash 25 Years Ago Warns Of Another Market Storm Brewing In The US

Howard Marks, the co-founder, and co-chairman of Oaktree Capital Management, who predicted the dot-com bubble 25 years ago has alerted investors about cautionary signs in the market in his latest paper called, “On Bubble Watch”. What Happened: According to Marks, these cautionary signs include the over-optimism in the market, ongoing AI hype, reliance on ‘Magnificent Seven’ stocks, and index investing bias. Don't Miss: According to Juniper Research, the total value of B2B cross-border payments s

CBRE Is This Analyst's Top Pick Betting On Commercial Real Estate Recovery, Upgrades Stock
  • January 15, 2025

CBRE Is This Analyst's Top Pick Betting On Commercial Real Estate Recovery, Upgrades Stock

Morgan Stanley analyst Ronald Kamdem upgraded CBRE Group Inc (NYSE:CBRE) to Overweight from Equal-Weight, raising the price forecast to $160 from $115. The analyst writes the company is well-positioned for double-digit earnings growth due to its market-leading position in both stable, recurring business lines like mortgage servicing, property management, and valuation, which make up about 60% of expected 2025 EBITDA, and higher-margin cyclical business lines like leasing, capital markets, and de