English
Back
Download
Log in to access Online Inquiry
Back to the Top

avatar
cooldart61 Male ID: 71027935
walking on air
Follow
    • US markets: Stocks continued to move up off their 2025 lows, posting their best 'Fed Day' gains since July. S&P 500 +1.1%, Nasdaq-100 1.3%. CrowdStrike are up 21% off their lows
    • Aussie markets: Broad Australian sharemarket eyes the key 8,000 level, but faces bumpy road there. Gold stocks continue to dominate leaderboard.  
    • Stocks to watch: Boeing, Super Micro Computer, Royal Caribbean, Caesars, Nvidia, CrowdSt...
    2
    Thank you, Powell.
    1. Seeing the uncertainty brought by Trump's tariff policy, inflation and unemployment rates will slightly rise, but this is only a short-term effect. It is expected that the process of reducing inflation will return to normal by 2026. Implicitly: it is not as scary as imagined.

    Economic data remains strong, and while the economic growth rate has slowed somewhat, it hasn't reached a point of recession. It was emphasized that there is a significant gap between real economic data and public opinion surveys. The implication is that the public is somewhat worried about overreacting.

    Trump's reform measures include tariffs, immigration, finance, and policy, among other aspects. The tax reduction plan will not be passed by Congress until September, creating some uncertainty for the economy. The Federal Reserve is closely monitoring the situation, focusing on the comprehensive effect of this package of policies. The implication is that Trump’s policies have both advantages and disadvantages, and the Federal Reserve will not remain passive, as there may be a rate cut to stabilize the market at any moment.

    A further interest rate cut of 0.5% is expected within the year, bringing the benchmark rate down to 3.9%. Implication: The current situation is not suitable for significant interest rate reductions.
    Translated
    Thank you, Powell [happy].
    $Allarity Therapeutics (ALLR.US)$ Why is there a Bullish outlook on $ALLR?
    1) A solid scientific foundation
    The clinical data of Allarity ($ALLR) is convincing! They utilize a precision oncology strategy with the PARP inhibitor Stenoparib targeting the WNT pathway, demonstrating astonishing potential. Their Phase II clinical trial was prematurely terminated due to significant efficacy—one patient achieved complete remission, while several others experienced significantly extended survival times. It is important to note that Stenoparib is mainly used as a last resort after all treatment options have failed, and such results are truly remarkable!
    2) Market concerns: The issues of share issuance & reverse stock splits have eased.
    Investors previously had concerns about share issuance and reverse stock splits, but the situation has now improved:
    ✅ CEO Thomas Jensen has explicitly committed to avoiding 'toxic financing' and will focus on enhancing Shareholder value.
    The company has officially canceled the S-1 registration statement, significantly reducing the potential risk of dilution.
    Currently, there is only about 10 million USD remaining in ATM financing (by my calculations), but considering the company's recent announcement of a 5 million USD Share Buyback, it is highly unlikely to be utilized. (The SEC generally does not encourage companies to engage in ATM financing while simultaneously repurchasing stocks.)
    Currently, there is only one category of Stocks, and there are no impacts from debt conversions or warrants.
    Regarding legal/regulatory issues.
    In the past, Allarity faced challenges due to the mistakes of the previous management.
    Translated
    $Quantum-Si (QSI.US)$ It’s great to see the quantum-related stocks showing a strong rally today, with gains ranging from 16% to 47%!  In brief:
    QSI (Quantum-Si): Gained 42% today, and from an investment perspective, I consider it part of the quantum stock group due to its close correlation with QTUM.
    QTUM (Defiance Quantum ETF): Up 4.1% today, a solid performance for the ETF, reflecting broad quantum sector strength.
    RGTI (Rigetti Computing): A standout with a +28.23% surge, best QTUM contributor...
    2
    1
    $SPDR S&P 500 ETF (SPY.US)$
    Saved by the bell. I would have had to get rid of my bearish verticals again if it went above 564.
    Picture
    2