Surging stocks suggest a soft landing, rising bonds and gold signal a hard landing, falling prices for economically sensitive oil and copper point to weak global growth, and a lower USD raises doubts about international investor confidence.
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ $S&P 500 Index (.SPX.US)$
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ $S&P 500 Index (.SPX.US)$
![Markets apparently can't agree on where the U.S. Economy is headed.](https://ussnsimg.moomoo.com/sns_client_feed/70046221/20240823/9b8dd2b8dadf0ce0c600a7354fc75f8c.jpg/thumb?area=999&is_public=true)
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While Tepper's Appaloosa Management cut its stake in Alibaba by about 7% in the second quarter, the Chinese e-commerce giant remains the fund’s biggest position, accounting for 12% of its $6.2 billion equity portfolio, according to a 13F regulatory filing Wednesday. The Chinese shares and ETFs made up 26% of the fund’s equity portfolio.
$PDD Holdings (PDD.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NVIDIA (NVDA.US)$
$PDD Holdings (PDD.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NVIDIA (NVDA.US)$
![David Tepper Sticks to China Bet While Trimming Nvidia Holdings](https://ussnsimg.moomoo.com/sns_client_feed/70046221/20240816/c699898f217a0c68167473facef4a912.jpg/thumb?area=999&is_public=true)
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Benefiting from the return of manufacturing, the industrial sector broke out of its months-long oscillator box, posting the biggest one-day gain in a year
$Industrial Select Sector SPDR Fund (XLI.US)$
$Industrial Select Sector SPDR Fund (XLI.US)$
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IWM call volume reached a new record high today amid the post-CPI rotation to Small Caps.
$iShares Russell 2000 ETF (IWM.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$
$iShares Russell 2000 ETF (IWM.US)$ $Invesco QQQ Trust (QQQ.US)$ $NVIDIA (NVDA.US)$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70046221/20240712/0a02edfe7276ba4018bffe857749c7e5.jpg/thumb?area=999&is_public=true)
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AI and Tech stocks have seen the largest increase in ownership breadth over the last 12 months
$Meta Platforms (META.US)$ $SPDR S&P 500 ETF (SPY.US)$
$Meta Platforms (META.US)$ $SPDR S&P 500 ETF (SPY.US)$
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Do US equity investors have reason to believe that the Magnificent Seven stocks will continue their exceptional performance?
$Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Invesco QQQ Trust (QQQ.US)$
$Apple (AAPL.US)$ $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Invesco QQQ Trust (QQQ.US)$
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/70046221/20240510/79da11fe074b4a67bd521f5e4bfa47d8.jpg?area=999&is_public=true)
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