Lookforwardagain
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Demand for mortgages in the US fell by 9.4% last week, even as mortgage rates fell to 6.8%.
How can mortgage demand be down even as rates are down 130+ basis points from their recent highs?
The answer to this question is that the effective outstanding mortgage rate is 3.7%.
90% of borrowers currently have interest rates below 5%.
Even if mortgage rates fell to 5%, the vast majority of borrowers would still have a financial disincentive to sell.
Particularly as investors accounted for many of the...
How can mortgage demand be down even as rates are down 130+ basis points from their recent highs?
The answer to this question is that the effective outstanding mortgage rate is 3.7%.
90% of borrowers currently have interest rates below 5%.
Even if mortgage rates fell to 5%, the vast majority of borrowers would still have a financial disincentive to sell.
Particularly as investors accounted for many of the...
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Lookforwardagain
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Hello, mooers! As 2023 winds down, it's amazing to look back at the wealth of knowledge and insights we've shared in our community. Each conversation has been a learning opportunity, showcasing the power of our collective wisdom.![]()
This sparked a brilliant idea: Why don't our community members get together for a live online chat? Imagine a cozy gathering where we recap the year 2023 and peer into what 2024 might hold. For this exciting event, we're o...
This sparked a brilliant idea: Why don't our community members get together for a live online chat? Imagine a cozy gathering where we recap the year 2023 and peer into what 2024 might hold. For this exciting event, we're o...
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Lookforwardagain
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U.S. President-elect Donald Trump on Thursday said he was appointing former PayPal Chief Operating Officer David Sacks as his "White House AI and Crypto Czar." $Bitcoin (BTC.CC)$ broke $100,000 for the first time last week.
"He will work on a legal framework so the Crypto industry has the clarity it has been asking for, and can thrive in the U.S.," Trump said in a post on his social-media site Truth Social.
Sacks...
"He will work on a legal framework so the Crypto industry has the clarity it has been asking for, and can thrive in the U.S.," Trump said in a post on his social-media site Truth Social.
Sacks...
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Lookforwardagain
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The annual adjustment of the $NASDAQ 100 Index (.NDX.US)$ components will be announced next Friday (December 13). According to the market capitalization ranking, in addition to the strong performers $Palantir (PLTR.US)$ and $MicroStrategy (MSTR.US)$, $Equinix Inc (EQIX.US)$, and $Coinbase (COIN.US)$ are also expected to become new members.
On the other hand, six companies, headed by $Moderna (MRNA.US)$, $Super Micro Computer (SMCI.US)$, ...
On the other hand, six companies, headed by $Moderna (MRNA.US)$, $Super Micro Computer (SMCI.US)$, ...
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$Dell Technologies (DELL.US)$
Dell Technologies Q3 FY2025 earnings conference call is scheduled for November 26 at 4:30 PM EDT /November 27 at 5:30 AM SGT /November 27 at 8:30 AM AEDT. Subscribe to join the live earnings conference with management NOW!
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What do you expect from DELL's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
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This presentation...
Dell Technologies Q3 FY2025 earnings conference call is scheduled for November 26 at 4:30 PM EDT /November 27 at 5:30 AM SGT /November 27 at 8:30 AM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from DELL's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation...
Dell Q3 FY2025 earnings conference call
Nov 27 05:30
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Some netizens worry that Trump's presidency will have an impact on semiconductor chip stocks.
Based on the experience of the previous trade war, Trump's character as a businessman, for example, he always starts by announcing a 30% tariff, then negotiates with the other party, and the actual tariffs implemented may not necessarily be 30%, but may include other additional conditions, such as setting up factories in the USA.
Since the start of Trump's tariff war, many factories have begun to shift their focus outside of China, like Apple choosing Vietnam and India. The continuous lockdowns and zero-COVID efforts in China in recent years have further accelerated the shift of factories.
Actually, TSM also has factories in the usa, and the yield has improved. TSM has also brought many Taiwanese engineers to the usa.
Overall, regardless of who takes office, confronting china is a consensus of the two parties in the usa.
If the news comes out that semiconductor stocks are falling, I will buy on the dips.
But according to the current script, if the news comes out and instead starts bearish until the end of the rise, it means the market has fully priced in.
Semiconductor stocks that I personally pay attention to include TSM, AVGO, AMD, NVDA, etc.
Moomoo开户链接 🔗
https://bit.ly/Mrgeleexmoo
#川普
#Semiconductors
#moomoo
Based on the experience of the previous trade war, Trump's character as a businessman, for example, he always starts by announcing a 30% tariff, then negotiates with the other party, and the actual tariffs implemented may not necessarily be 30%, but may include other additional conditions, such as setting up factories in the USA.
Since the start of Trump's tariff war, many factories have begun to shift their focus outside of China, like Apple choosing Vietnam and India. The continuous lockdowns and zero-COVID efforts in China in recent years have further accelerated the shift of factories.
Actually, TSM also has factories in the usa, and the yield has improved. TSM has also brought many Taiwanese engineers to the usa.
Overall, regardless of who takes office, confronting china is a consensus of the two parties in the usa.
If the news comes out that semiconductor stocks are falling, I will buy on the dips.
But according to the current script, if the news comes out and instead starts bearish until the end of the rise, it means the market has fully priced in.
Semiconductor stocks that I personally pay attention to include TSM, AVGO, AMD, NVDA, etc.
Moomoo开户链接 🔗
https://bit.ly/Mrgeleexmoo
#川普
#Semiconductors
#moomoo
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