The biggest US banks including Goldman $Goldman Sachs(GS.US$, BofA $Bank of America(BAC.US$, Citi $Citigroup(C.US$ and Wells Fargo $Wells Fargo & Co(WFC.US$ boosted their dividend payouts after passing the Fed's annual stress test.But the US banking sector's average forward dividend yield of 4.00% (as per consensus for the year ahead), still lags under Australian counterparts.
American Banks ...
American Banks ...
![When you want dividends; why are you looking at the US, instead of Australian banks, who pay the most](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/e351124c237e12a0b43bcdd27a548ea5.jpg/thumb?area=102&is_public=true)
![When you want dividends; why are you looking at the US, instead of Australian banks, who pay the most](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/cfae79057dc7aec5bdef4a1259dc1e5d.jpg/thumb?area=102&is_public=true)
![When you want dividends; why are you looking at the US, instead of Australian banks, who pay the most](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/d38a89e26b002471060e6ef3469c9c2e.jpg/thumb?area=102&is_public=true)
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Columns More money to flow into US stocks amid overnight trading boom, US elections and 1H fuelled momentum
The boom in overnight stock trading, on one hand, is stoking angst on Wall Street about potential trouble and increasing volatility after dark. Some industry veterans think oversized moves and rising short-term speculation could also put added pressure on markets outside of the US. Given financial conditions are easing from July (with the Fed allowing its balance sheet to run off), we could continu...
![More money to flow into US stocks amid overnight trading boom, US elections and 1H fuelled momentum](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/031053014db79a3c4a6eef9936bfd5af.jpg/thumb?area=102&is_public=true)
7
Firstly consider- Trading and investing in US stocks is unprecedented. This has been supported by the advent of fractional shares and 24-hour trading. But backing it up, more Aussies chasing momentum and strong forward earnings growth in the US.
I see this pivot increasing this year given the RBA and Fed are two Ying and Yang trajectories. Note that the RBA is more likely to hikegiven CPI is picking up (present active tense - Yes, inflation is picking up ...
I see this pivot increasing this year given the RBA and Fed are two Ying and Yang trajectories. Note that the RBA is more likely to hikegiven CPI is picking up (present active tense - Yes, inflation is picking up ...
![Expect the US bull market to gains legs](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/a8f49e3a4af7631818aff459223b9a3b.jpg/thumb?area=102&is_public=true)
5
The second half of the year usually kicks off with a bang as investment managers deploy capital from profits taken off the table in late June. This is what makes July traditionally one of the best months for equity returns for US and Aussie shares.
In fact, over the last 20 years, the best performance is seen in July, with the S&P 500 gaining 2.6% on average, while the ASX 200 has generated the best return in July as well, with an averag...
In fact, over the last 20 years, the best performance is seen in July, with the S&P 500 gaining 2.6% on average, while the ASX 200 has generated the best return in July as well, with an averag...
![July is the best month of the year to be invested in shares](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/baa623cf537950cf33a8ede0d6002c47.jpg/thumb?area=102&is_public=true)
![July is the best month of the year to be invested in shares](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/72a08cb032daba3eab823eb3a39b35ab.jpg/thumb?area=102&is_public=true)
1
It's hard to believe that almost two years ago, just 16% of Aussies held direct international shares (according to the ASX Investor Study), but now Aussies are investing and trading in US stocks like never before. See Instagram post for more or read on
With the 2024 financial year just closed off June 30 2024, we had a game changing year as investors chased momentum and returns, backed by strong earnings ...
With the 2024 financial year just closed off June 30 2024, we had a game changing year as investors chased momentum and returns, backed by strong earnings ...
![Australians are trading and investing in US shares like never before and are backing chips](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240701/6567caa7f7b9c6ad180020fad3b7dbc3.jpg/thumb?area=102&is_public=true)
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Over the last three weeks investment managers have been BIG net buyers of $PDN, with many taking advantage of its 31% pull back from May. Still, PDN is up 82% over the last 12 months.
Today's ASX $PDN announcement was pleasing. Its production ramp-up and product inventory build-up are underway, ahead of the first customer shipment which is expecte...
Today's ASX $PDN announcement was pleasing. Its production ramp-up and product inventory build-up are underway, ahead of the first customer shipment which is expecte...
![ASX Uranium darling, Paladin Energy +82% FY24 seems due for a rally. A couple important observations for investors / potential clean energy investors](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240627/f9decb601b2e100f716433ffdad75bff.jpg/thumb?area=102&is_public=true)
![ASX Uranium darling, Paladin Energy +82% FY24 seems due for a rally. A couple important observations for investors / potential clean energy investors](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240627/ff969d6c63aea88d658b5c2a0f4f2032.jpg/thumb?area=102&is_public=true)
![ASX Uranium darling, Paladin Energy +82% FY24 seems due for a rally. A couple important observations for investors / potential clean energy investors](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240627/98df3b4c4f476e0d9c7200315bd901e5.jpg/thumb?area=102&is_public=true)
+1
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Look at my chart. Rate hikes aren't slowing the biggest contributors to CPI. Rate hikes are just hurting 50% of the population (who live week to week). 1- Look at the correlation with CPI (orange), the oil price (in white), the Au ga spump price (blue), residential property prices (purple). But remember the RBA has...
![There's a 30% chance of the RBA hiking rates in August, as CPI is rising again and inflation is going to push up even further in the 2H. But rate hikes are budging the key CPI pressure](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240626/9ad1ffd03e348c9abfb6f3c44eff361e.jpg/thumb?area=102&is_public=true)
![There's a 30% chance of the RBA hiking rates in August, as CPI is rising again and inflation is going to push up even further in the 2H. But rate hikes are budging the key CPI pressure](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240626/f1f7f12ffce66241d2cc692fc8b4f915.png/thumb?area=102&is_public=true)
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2
You don't get these moves on the ASX often, right?
So what's the Rivian story?
1- Rivian $Rivian Automotive(RIVN.US$ partnered with Volkswagen, who plans to invest an $5 billion in the company
2- In exchange VW will access Rivian's technology to develop “next-generation” battery-powered vehicles, while will also access its software.
3- Still, the EV industry is still struggling with margin compression....
So what's the Rivian story?
1- Rivian $Rivian Automotive(RIVN.US$ partnered with Volkswagen, who plans to invest an $5 billion in the company
2- In exchange VW will access Rivian's technology to develop “next-generation” battery-powered vehicles, while will also access its software.
3- Still, the EV industry is still struggling with margin compression....
![Rivian shares jump 48% after hours. No wonder Aussies are ripping into trading US stocks](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240626/7b59dd9b7fe4f55a0d85c3626ac5a775.jpg/thumb?area=102&is_public=true)
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1
Nvidia $NVIDIA(NVDA.US$ shares have pulled back 16% and I think it could maybe pull back further if you look at the next level of support and the Fibo retracement levels. This doesn't mean Nvidia has changed, it's fundamentals are still sound and strong. Nvidia is rated a buy by 89% of sell-side analysts with its revenue expected to grow 98% next year.
But i...
But i...
![Expect a rush of investors to jump on Nvidia as its shares are down 16%. They could fall another 8%. Bets are mounting for a sharp recovery](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240625/86e6e5b78cfdee7954fe74f0986375e9.jpg/thumb?area=102&is_public=true)
![Expect a rush of investors to jump on Nvidia as its shares are down 16%. They could fall another 8%. Bets are mounting for a sharp recovery](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240625/2fab3928b1867c78624c40b03c47d246.jpg/thumb?area=102&is_public=true)
![Expect a rush of investors to jump on Nvidia as its shares are down 16%. They could fall another 8%. Bets are mounting for a sharp recovery](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240625/d1b80d3db68ce6832e9aed2a05458d80.jpg/thumb?area=102&is_public=true)
+3
46
Did you know moomoo is backed by Tencent, China's biggest tech company, which is also the 4th biggest position in the All World Index (ex US) ETF?
I joined moomoo after being an analyst / market strategist at Saxo Bank and prior to that I worked for Bell Financial Group (Bell Potter, Bell Direct) $Bell Financial Group Ltd(BFG.AU$ . And prior to that I was ...
I joined moomoo after being an analyst / market strategist at Saxo Bank and prior to that I worked for Bell Financial Group (Bell Potter, Bell Direct) $Bell Financial Group Ltd(BFG.AU$ . And prior to that I was ...
![In case you didn't know, moomoo is backed by Tencent, China's biggest tech company & the 4th biggest position in the All World Index (ex US)](https://sgsnsimg.moomoo.com/sns_client_feed/151388429/20240625/9b03fae300538db4ca1a685a2650adc0.jpg/thumb?area=102&is_public=true)
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2