Paul Meeks

Paul Meeks

Why This Portfolio Manager Is In ‘Wait and See Mode’ on FANG Stocks

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The FANG stocks have all lost ground in the past month, but there are plenty of silver linings for tech investors. Paul Meeks, lead portfolio manager at the Wireless Fund, joins CNBC’s “Squawk Box” team to discuss what’s working in tech. Watch the interview below!

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Energy Prices and Inflation

Peter’s Perspective – Energy Prices, Inflation, and Market Reactions

When people talk about market risk, they often reference Nassim Taleb’s book “The Black Swan.” A “black swan” event is one that is extremely rare, hard to measure but exerts a materially negative impact on capital markets. By contrast, Michele Wucker coined the term “Gray Rhino” to describe obvious risks that are being ignored.

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stock market worries paul meeks graph

Paul Meeks – Stock Market & Economy Worries

The market is efficient. That is, available information is immediately baked into securities prices. When I was a young analyst, that was not necessarily the case. I knew stuff that you did not, and that was not fair. You would think that regulators closed that loophole.

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