In the previous article, we introduced "Trump Trade" strategy. According to RCP poll, as of August 30, Harris's chance of being elected was 48.1%, ahead of Trump's 46.3%. At this point, it is time to talk about "Harris Trade".
Source: Realclear Polling. Data as of August 30, 2024.
What are the differences in Harris's new policy?
1. Core: Reducing the cost of living
In Harris's economic policy speech, the focus is on reducing ...

$American Airlines (AAL.US)$ Stock Giveaways
Long-term investment rests on social development and technological progress. Investors could be more patient if they are more informed, which is more likely to achieve in the future. Even if the stock price fluctuates, a company's value will return to its intrinsic value as days go by. Except for stock prices, incomes, profits, and cash flows are also part of the valuation of a company.
First, when the mar...

The biggest mistake is greed. Did all the research study ( technical and fundamental analysis ) for $BlackBerry (BB.US)$ 12.39  in early Nov but greedy and never sell and stock price drop so low at times to below $BlackBerry (BB.US)$ 8.62. Buying and selling do not get too emotional

$Japfa (UD2.SG)$ Still no fish 😢

$Invesco QQQ Trust (QQQ.US)$ $S&P 500 Index (.SPX.US)$ Thoughts?
“Reported inflation is understated. Owners’ Equivalent Rent (OER) relies on owner surveys to estimate inflation in housing costs. This is an extremely imprecise metric. The single family rental market provides more accurate data. OER in today’s reported core CPI was 3.5% YoY.
The largest owners of nationwide single family rentals are reporting 17% YoY rent increases. OER is 30% of the Core CPI calculation and 24% of reported CPI. Using the more empirical measure in the calculation increases today’s Core CPI from 4.9% to 9.0% and CPI from 6.8% to 10.1%
Housing inflation is unlikely to abate based on supply and demand trends. The inflation that households are actually experiencing is raging and well in excess of reported gov’t statistics.”

$Rex Intl(5WH.SG)$ If Russia starts the war in next few weeks,  then we will see oil price moves up in new level . $RH PetroGas (T13.SG)$

This month, a disappointing earnings release re-initiated the selloff in Alibaba Group (BABA) stock. Revenue was just barely off analyst estimates, while earnings missed by a wide margin. The release showed that BABA's tax rate had increased to 25% and its revenue growth had slowed to 29%. The numbers were disappointing but not devastating to the long term thesis on BABA. Enough revenue growth can absorb the impact of increased costs, but BABA's costs - especially taxes - increased more than many had anticipated in Q2. The tax burden alone was nearly a billion dollars, and the company rolled increasing amounts of money into its still-unprofitable non-core businesses. It will take some time for BABA to walk off these higher costs.
BABA stock remains risky. Between fines, new regulations and economic tension between China and US, there are many risk factors for investors to be aware of. Just recently, BABA and a few of its competitors got slapped with another round of $78,000 fines - this time for not reporting transactions. The amount of money in this case was negligible, but the event showed that Chinese internet companies still face a lot of scrutiny from the Chinese Communist Party ("CCP").
Here is a round up of what happened to BABA throughout this year
- A $2.8 billion fine for preventing merchants from selling on other platforms
- A series of $75000 fines for ïmproper acquisition
- Another series of $78000 fines for failing to report old deals
- Bans on exclusive contract
- Mandatory sharing of content between companies
- Mandaotry sharing of payment services
If you wish to leverage on this consider using DLCs,
$BABA-W (09988.HK)$
5x short $Alibaba 5xShortSG230202 (DAGW.SG)$
5x long $Alibaba 5xLongSG220608 (DGFW.SG)$

Hi, I am Molly. I would share with you information about wealth management, especially the holdings and opinions of professional investors, as well as the books for beginners.
Thanks for following me!
As 2021 drew to a close, I read many articles about 2022 outlook and would pick some interesting opinions to share with you. This Tuesday, we read Morgan Stanley's report. Today, I want to share Nerberger Berman's report.
Nerberger Berman published SOLVING FOR 2022 and summarized 10 themes.
Let's get more information about equities.
They think inflationary expansion is likely to support cyclical over defensive sectors, value over growth stocks, smaller over larger companies and non-U.S. over U.S. markets.
That pattern was interrupted after Treasury yields hit their peak in March 2021, but could reassert itself as yields start to edge up again—particularly if this is accompanied by a weaker U.S. dollar.
This environment would normally bode well for emerging markets, but substantial headwinds mean we tend to favor only specific opportunities, such as leading companies in India's innovation sectors.
As we all know, there are three sources of equity returns: multiple expansion, earnings growth and compounded dividend income.
They also think that multiples appear stretched, and earnings have been growing above trend—which suggests to us that income may be more reliable over the coming year. Over the past 50 years, income has accounted for around 30% of equity total returns. Moreover, in an inflationary environment with low but rising rates, equity income is also a way to get short duration and inflation exposure into portfolios at relatively attractive valuations.
Looking back, Nerberger Berman said If 2020 has taught us anything, it is humility--it remains important to diversify across style factors.
$Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $SSE Composite Index (000001.SH)$ $Indian Stocks (LIST2455.US)$