Jeff Sommer

Stocks and bond yields begin their ascend in early October, when Wall Street expected that Donald Trump would win the US election.

The high-risk, high-reward Trump market

MARKETS abhor uncertainty. That bit of Wall Street wisdom helps explain their ebb and flow since Donald Trump’s victory on Election Day,...

Future US stock returns may not resemble those of the past. It’s possible that the United States has enjoyed a long boom that might be ending.

Even at a time like this, slow and steady works in the stock market

THE US stock market is booming. Since Donald Trump declared that he had won the presidency once again, traders have been happily...

For anyone steeped in the environmental issues associated with nuclear power, it is mind-boggling to contemplate a new bonanza in nuclear energy stocks, propelled by the artificial intelligence boom. But two companies that own nuclear power plants Ñ Constellation Energy and Vistra Ñ have been top performers in the S&P 500 this year. (Michela Buttignol/The New York Times) Ñ FOR EDITORIAL USE ONLY WITH NYT STORY SLUGGED AI NUCLEAR POWER BY JEFF SOMMER FOR SEPT. 27, 2024. ALL OTHER USE PROHIBITED. Ñ

Nuclear power is the new AI trade. What could possibly go wrong?

Artificial intelligence’s hunger for energy has set off a boom in utility stocks and may lead to the reopening of the Three...

From its initial public offering in 1999 through the end of 2023, Nvidia’s stock rose an annualised 33.4 per cent.

Nvidia holds the key to the market. But is it worth this much?

Nvidia designs most of the advanced chips that power artificial intelligence (AI).

Over the long run, the stock market tends to rise because the arc of the economy and the ability of corporations to extract profits both trend upward. But you can count on facing sharp economic and market declines at unpredictable moments.

In election season, the stock market can be fickle. So be patient

The stock market has not only recovered from its tantrum of early August, it is behaving as if that downturn never happened.

Money market fund investors need to consider two powerful factors — inflation and short-term interest rates. The trend for both is clearly downward.

The end of fabulous money market rates is near

You have been able to earn solid returns by parking your money in fairly safe places, but that won’t last much longer

Partly because of politics, specific sectors and fixed-income instruments have been fluctuating. The Trump trade has been attributed to small moves in bond yields and in expectations of changes in transactions, from mergers and acquisitions to the exchange rate of the US dollar

Let the pros play with the ‘Trump (or Harris) trade’

Keep away from such trades if your goal is accumulating money for critical goals such as retirement or education or healthcare or...

The stock market has barely reacted to the questions hanging over the presidential race. But the bond market has. The steeper rates probably reflected concerns that Trump could control Congress as well as the presidency.

Bonds are boring again. But political turmoil could change that

Bonds have begun to recede into the background, where they belong. As steady earners, they don’t even try to compete with stocks,...

The harsh truth is that the market is amoral and largely apolitical. Most people would be better off financially if they disregarded politics entirely when investing.

How to invest in this fraught election year

THE first debate is over, and US President Joe Biden’s faltering performance prompted much hand-wringing among Democrats. How likely is it that...

It’s in everyone’s interest that the US and China coexist peacefully. In their search for profit, the world’s businesses are still finding ways to make that happen

The business ties that bind the US and China are strong but fraying

If you follow the news, you know that tensions between the United States and China are high and that the commercial relationship...