“Changes in American politics are constant. Given the imminent completion of the 90 -day tariff pause, we believe that immutable economic laws will prevent the return to a maximum position. We also observe changes in US policies that could boost investor confidence, including regulatory tax cuts and reforms such as a federal framework for stable currencies. These reforms will take time, but they support our over-publication for US variable income, but we maintain an infra-publication in long-term treasure bonds due to persistent concern for inflation and deficit”, Says the latest Blackrock Megafond report.
However, not everyone seems to coincide with the diagnosis and that is why in recent months the most seasoned analysts of Wall Street warn that they are witnessing how Important fortunes worldwide are selling large packages of shares in these market rates. The last one has been the owner of Amazon, whose faustoso and promoted marriage in Venice with Lauren Sánchez generated feelings found, not only among Venetians.
They point to Wall Street, which Jeff Bezos He sold more than 3.3 million shares of his company in a sale valued at approximately US $ 740,000 million. They explain that this sale of shares is part of a negotiation plan previously agreed by Bezos in March. According to this agreement, The Founder of Amazon plans to sell up to 25 million Amazon shares until the end of May next year. In this regard, they remember that Bezos, who resigned as CEO of Amazon in 2021, but is still president, has been selling the company’s shares regularly in recent years, although it remains the largest individual shareholder. According to analysts, he adopted a similar negotiation plan in February 2024 to sell up to 50 million Amazon shares until the end of January this year.
It is worth remembering that Bezos had previously announced that It would sell approximately US $1,000 million in Amazon shares every year to finance your space exploration company, Blue Origin. He also donated Days to Day 1 Academies, his non -profit organization that is building a chain of preschool establishments inspired by the Montessori method in several states.
Great fortunes are increasingly liquidated positions
What attracts the attention of analysts, who monitor not only the so -called intelligent money (“smart money”), that is, institutional investors and “Hedge Funds” is that greater and bigger fortunes liquidate positions. What will be seeing, that the rest of the market does not see? For now, Bezos continues to occupy the third position of the Bloomberg billionaire index with a net worth of approximately US $240,000 million, behind the CEO of Tesla, Elon Musk, with US $ 363,000 million and the Meta CEO, Mark Zuckerberg with US $ 260,000 million.
Perhaps, in line with Blackrock, a recent survey by the British manager Schroders Among the almost 1,000 global investors confirmed that The growing commercial tensions and tariffs have become the greatest concern of global investors, eclipssing all other economic risks. Almost two thirds (63%) of institutional investors and heritage managers identified commercial taxes such as the most important macroeconomic concern that impacts their strategy. The risk perceived by the tariffs was more than six times greater than the next most important concern, the survey stands out.
The survey, which interviewed almost 1,000 of the main investors representing a combined total of US $ 67 billion in assets, found that This commercial uncertainty is feeding a demand for stability. It is worth noting that the study was conducted before the announcement of the commercial agreement reached with China by Trump. For now, the Schroders survey indicated that approximately four out of five investment professionals also said that they will probably increase their assignment to investments actively managed in next year, in an attempt to stop the volatility caused by macroeconomic events.
According to Johanna Kyrklund of the manager, resilience is now the priority on the investment agenda, since the growing tide no longer benefits everyone: “The general context is that financial markets are still adapting to structurally higher interest rates, aggravated in many cases by high levels of debt, arises questions about future market trends and the value of passive strategies in a period of greater uncertainty”. That is why in this environment, active strategies provide investors the control they need to manage complexity, create resilience in the portfolio and take advantage of opportunities, he explained.
Actions, results and the Fed
In this context, the well -known analyst Jim Cramer of the CNBC He gave some clues for investors in the second half of the year that focuses on returning to the basics. He advised to choose shares of companies that are having good results. Cramer acknowledged that his advice might seem too simple, but said he tries to dissipate the noise that could distract common investors. In particular, he questioned the almost constant debate about the next decision of the Fed about interest rates by pointing out that he is trying to refute “the idea that we are supposed to think about getting out of the actions, the Fed will not make enough more flexible, instead of looking at the companies that are doing well and buying them.”
He put Oracle as an example. The actions of the technological giant, with a flourishing cloud computing business, fired after the publication of their results at the beginning of the month and last Monday they rose another 5% after revealing in a regulatory presentation that had signed several important agreements of cloud services, including one that is expected to contribute more than $ 30,000 million in annual income from the fiscal year 2028. Fed, ”said Cramer, referring to the stock market profits on Monday, but” that is to operate with Oracle, which has a new business model that took him from $ 110 per share to $ 223, which is of great interest to many of our spectators because they earned a lot of money. “
Source: Ambito
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