74126182
:
September is traditionally a bad month for the overall markets due to the expiration of options and the payment of dividends with the resulting decline in stock price. With the recent interest rate deduction being announced, historically the markets initially fall and recover anywhere from 3-9 months after and then a Bull Run begins. With the recent 'rotation' toward small caps and the resulting decline in bond yields, it will be, in my estimation, a bumpy month. The November election and December payouts of third quarter dividends may show some promise, but I am not looking for a bullish start to 2025 due to the economic policies that are being proposed. I continue to hedge with Limit Orders, seeking out value with decent dividends, and longer term bonds. It will not be spectacular, but it will take advantage of the inevitable dips on my portfolio positions and capture what yields may be left on long term instruments.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
74126182 : September is traditionally a bad month for the overall markets due to the expiration of options and the payment of dividends with the resulting decline in stock price. With the recent interest rate deduction being announced, historically the markets initially fall and recover anywhere from 3-9 months after and then a Bull Run begins. With the recent 'rotation' toward small caps and the resulting decline in bond yields, it will be, in my estimation, a bumpy month.
The November election and December payouts of third quarter dividends may show some promise, but I am not looking for a bullish start to 2025 due to the economic policies that are being proposed. I continue to hedge with Limit Orders, seeking out value with decent dividends, and longer term bonds. It will not be spectacular, but it will take advantage of the inevitable dips on my portfolio positions and capture what yields may be left on long term instruments.