$Bio-Path Holdings (BPTH.US)$
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Preface
As 2024 comes to an end, this year has been filled with major events and key turning points. With the Nasdaq Composite Index breaking through a new high of 0.02 million points, the US stock market concludes the year with a bull market trend. Major investment institutions have also begun to make predictions and layouts for the 2025 market. Based on the 2025 Investment Outlook White Paper released by Moomoo, combined with personal thoughts and suggestions, this article analyzes the US stock market, aiming to provide a new perspective for everyone.
The article will discuss the following two sectors:
1. 2025 US economic outlook and risk analysis
2. Focus on industry analysis and corresponding stock analysis
Reference whitepaper link:2025 Moomoo Investment Outlook Whitepaper
1. 2025 US Economic Outlook and Risk Analysis:
I will elaborate on three key points, my personal opinions are for reference only
1 Currently still in a loose monetary policy easing cycle by the Federal Reserve, the overall economic situation is improving.
The policy impact and inflation rebound in the era of 'Donald Trump 2.0.'
Expansion: Yesterday, Donald Trump just rang the bell at the NYSE, declaring that the stock market is everything. Although the response was mediocre, I believe that the US stocks will continue to shine brightly next year. Under Donald Trump's series of tax cuts and favorable regulations, the fundamentals are certainly solid. It is worth noting that, influenced by the tariff policy, I believe that inflation may see a slight rebound next year, and interest rate cuts may slow down...
As 2024 comes to an end, this year has been filled with major events and key turning points. With the Nasdaq Composite Index breaking through a new high of 0.02 million points, the US stock market concludes the year with a bull market trend. Major investment institutions have also begun to make predictions and layouts for the 2025 market. Based on the 2025 Investment Outlook White Paper released by Moomoo, combined with personal thoughts and suggestions, this article analyzes the US stock market, aiming to provide a new perspective for everyone.
The article will discuss the following two sectors:
1. 2025 US economic outlook and risk analysis
2. Focus on industry analysis and corresponding stock analysis
Reference whitepaper link:2025 Moomoo Investment Outlook Whitepaper
1. 2025 US Economic Outlook and Risk Analysis:
I will elaborate on three key points, my personal opinions are for reference only
1 Currently still in a loose monetary policy easing cycle by the Federal Reserve, the overall economic situation is improving.
The policy impact and inflation rebound in the era of 'Donald Trump 2.0.'
Expansion: Yesterday, Donald Trump just rang the bell at the NYSE, declaring that the stock market is everything. Although the response was mediocre, I believe that the US stocks will continue to shine brightly next year. Under Donald Trump's series of tax cuts and favorable regulations, the fundamentals are certainly solid. It is worth noting that, influenced by the tariff policy, I believe that inflation may see a slight rebound next year, and interest rate cuts may slow down...
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I am very pleased to have ranked 15th in the moomoo papertrade competition in AU, with a return of almost 46%. Today, I want to share with everyone some of my firm strategies and insights on CoinBase and MSTR for your reference. I have not been in the market for a long time, so if there are different opinions and criticisms, I welcome all the experts to correct me.
When starting to participate in papertrading, some preparation is needed in stock selection. At that time, the Fed had already implemented interest rate cuts, and bitcoin had started to rebound from its lows. With the economic situation improving, a large amount of funds has slowly returned to the market and the cryptocurrency circle.
At that time, the US presidential election had already begun, noting that Trump supports cryptocurrency, which is very important. If Trump is elected, it will definitely be bullish for bitcoin, as well as for cryptocurrency exchanges and mining companies.
Of course, everything is still unknown until the election is actually won. Therefore, based on existing information and analytical judgment, understanding the probability of King Trump's victory is very important. After Musk went all-in on Trump and Watts was nominated as vice president, I think the probability of winning seems clear, especially since the people at paypal, including the boss Peter, have already bet on it.
So under these conditions, I have laid out MSTR. $MicroStrategy (MSTR.US)$ and Coinbase $Coinbase (COIN.US)$ , as well as miner stock Mara, $MARA Holdings (MARA.US)$ , almost all of my major...
When starting to participate in papertrading, some preparation is needed in stock selection. At that time, the Fed had already implemented interest rate cuts, and bitcoin had started to rebound from its lows. With the economic situation improving, a large amount of funds has slowly returned to the market and the cryptocurrency circle.
At that time, the US presidential election had already begun, noting that Trump supports cryptocurrency, which is very important. If Trump is elected, it will definitely be bullish for bitcoin, as well as for cryptocurrency exchanges and mining companies.
Of course, everything is still unknown until the election is actually won. Therefore, based on existing information and analytical judgment, understanding the probability of King Trump's victory is very important. After Musk went all-in on Trump and Watts was nominated as vice president, I think the probability of winning seems clear, especially since the people at paypal, including the boss Peter, have already bet on it.
So under these conditions, I have laid out MSTR. $MicroStrategy (MSTR.US)$ and Coinbase $Coinbase (COIN.US)$ , as well as miner stock Mara, $MARA Holdings (MARA.US)$ , almost all of my major...
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