Nancy Tengler, CEO and CIO of Laffer Tengler Investments, views geopolitical shocks like a potential war in Iran as short-term disruptions that can create long-term buying opportunities. She notes markets tend to overreact, then recover, highlighting software stocks as especially attractive given their strong fundamentals despite recent pullbacks.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, says investors should refocus on fundamentals, not short-term narratives. She favors integrated tech leaders like Microsoft and ServiceNow, plus cybersecurity names like CrowdStrike. Meanwhile, she warns against companies that miss key pivots, citing Adobe as an example.
While the Iran conflict has rattled markets, Laffer Tengler Investments CEO & CIO Nancy Tengler sees reason for optimism. Drawing on historical precedent, she suggests that stocks have tended to rebound sharply following major geopolitical crises — and this time may be no different. For long-term investors, the current volatility may present more opportunity than risk.
When oil prices spike, energy stocks can look like an obvious win — but Laffer Tengler Investments CEO & CIO Nancy Tengler urges a measured approach. Despite current market turbulence, she suggests that panic-selling may not be warranted, though chasing the rally carries its own risks. Energy companies are cyclical by nature and have historically underperformed over the long run, even through major price surges. For her firm, the focus remains on software and infrastructure names for the long term.
Despite geopolitical turbulence, Laffer Tengler Investments CEO & CIO Nancy Tengler remains confident that AI spending will continue — and that Nvidia stands to benefit. While the stock has traded sideways, she notes it isn’t overvalued, and draws a comparison to Amazon’s decade-long plateau before its historic run. Her view: this may be a name worth holding for the long term.
Nancy Tengler, CEO and CIO of Laffer Tengler Investments, joined CNBC’s “Power Lunch” to discuss how investors should think about the escalating situation with Iran. Tengler noted that energy now represents a much smaller share of GDP and household spending than in past decades. While the best-case scenario is that “we’re done in a couple of weeks,” she advised investors to hunker down, focus on fundamentals, and maintain diversified portfolios as the economy continues to show strength beyond the geopolitical headlines.
After Nvidia guided revenue about $6 billion above consensus, the stock still slipped, raising questions about expectations. On Opening Bid from Yahoo! Finance, Nancy Tengler, CEO & CIO of Laffer Tengler Investments, discusses whether Nvidia’s powerful fundamentals are already priced in and what could drive the next catalyst.
Laffer Tengler CEO and Chief Investment Officer, Nancy Tengler, joined Fox Business to discuss the market reaction from the Supreme Court ruling on the Trump tariffs, the impact on the administration’s economic agenda and more.
The recent U.S. Supreme Court ruling that limited presidential tariff authority may feel like a setback, but according to Laffer Tengler Investments President Arthur Laffer Jr., it could open a window for reshoring and long-term expansion.
In this Yahoo! Finance segment, Laffer Tengler Investments CEO and CIO Nancy Tengler breaks down what is driving the latest volatility in gold and other precious metals, and why the US dollar remains a key part of the story. Nancy also shares her perspective on Disney’s recent earnings and the headlines surrounding the company’s CEO search.
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