SuLK
liked
$Hang Seng Index (800000.HK)$ recorded a 27% increase in November, the largest monthly increase since 1998. The trend continued into early December and was further reinforced by rounds of policy easing of restrictions last week.
As China's epidemic policy is further relaxed, Wall Street's calls to buy Chinese concept stocks are getting louder.
Do you also want to share the benefits brought by emerging Chinese companies?
For ...
As China's epidemic policy is further relaxed, Wall Street's calls to buy Chinese concept stocks are getting louder.
Do you also want to share the benefits brought by emerging Chinese companies?
For ...
+2
125
872
SuLK
liked
As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.
Here are some key takeaways brought by Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley in the podcast Thoughts on the Market.
What you'll get:
1. Perspectives on different sectors, such as consumers, technology and the crowded ener...
Here are some key takeaways brought by Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley in the podcast Thoughts on the Market.
What you'll get:
1. Perspectives on different sectors, such as consumers, technology and the crowded ener...
173
53
SuLK
liked
By Jimmy
Hey, mooers! Here are things you need to know before the opening bell:
- U.S. stock futures rose sharply in premarket trading Monday.
- Wall Street forecasters predict rising markets in 2022 thanks to lower valuations, an expanding economy and ultralow interest rates.
Market Snapshot
U.S. stock futures rose sharply in premarket trading Monday, with investors showing hope about the economy's ability to overcome the ...
Hey, mooers! Here are things you need to know before the opening bell:
- U.S. stock futures rose sharply in premarket trading Monday.
- Wall Street forecasters predict rising markets in 2022 thanks to lower valuations, an expanding economy and ultralow interest rates.
Market Snapshot
U.S. stock futures rose sharply in premarket trading Monday, with investors showing hope about the economy's ability to overcome the ...
+1
61
6
SuLK
commented on
SuLK
liked
Hey mooers
Happy new year 2022! Wishing you all the best as we head into a new year!
For this week's sectors fund flow board, I include sectors ETF with highest return in 2021. Let's check out how these sector ETFs performed in 2021!
From this chart, you will be able to find out what sector ETFs have most fund inflow. Fund inflow is often considered as a bullish sign of the sector and related ETFs!
^Weekly Sectors Fund Flow Board: a sector ranking based ...
Happy new year 2022! Wishing you all the best as we head into a new year!
For this week's sectors fund flow board, I include sectors ETF with highest return in 2021. Let's check out how these sector ETFs performed in 2021!
From this chart, you will be able to find out what sector ETFs have most fund inflow. Fund inflow is often considered as a bullish sign of the sector and related ETFs!
^Weekly Sectors Fund Flow Board: a sector ranking based ...
36
4
SuLK
liked
$Apple (AAPL.US)$ According to reports, a Bank of America analyst believes that Apple may be planning to develop a device for augmented reality (AR) technology, which will help its stock price further rise.
On Tuesday, Bank of America analyst Wamsi Mohan upgraded Apple’s stock rating from neutral to buy, partly because of his optimism about potential AR headsets, which he believes may be in The end of 2022 or the beginning of 2023 will come.
He wrote in the customer description: "We think this technology will change the rules of the game, because it will enable many new applications, and these applications will require high-performance hardware and higher access speed."
Article excerpted from the US Stock Research Agency
On Tuesday, Bank of America analyst Wamsi Mohan upgraded Apple’s stock rating from neutral to buy, partly because of his optimism about potential AR headsets, which he believes may be in The end of 2022 or the beginning of 2023 will come.
He wrote in the customer description: "We think this technology will change the rules of the game, because it will enable many new applications, and these applications will require high-performance hardware and higher access speed."
Article excerpted from the US Stock Research Agency
12
SuLK
liked
The Federal Reserve holds its two-day meeting on Dec.14 and 15. If the Fed decides to taper its bond purchases more quickly, it could also begin to raise interest rates faster. Investors will be closely watching for the Feds new interest rate forecasts.
There are three topics that investors would focus on.
Firstly, the central bank is expected to discuss speeding up the end of its bond-buying program.
ING says, With no opposition raised by other Fed officials, despite the uncertainty presented by the emergence of the Omicron variant, next week’s meeting look set to see the Fed announce an acceleration in QE tapering, with a $30bn reduction for January (to $60bn of purchases) and a further $30bn reduction in February.
This would mean the Fed wrapping up the programme by the beginning of March, leaving the Federal Reserve with $8.8tn of assets on its balance sheet.
Secondly, Investors will be closely watching for the Fed's new interest rate forecasts -- especially Dot Plot.
If the Fed decides to taper its bond purchases more quickly, it could also begin to raise interest rates faster.
“The Fed is running out of time,” said Tom Graff, head of fixed income at Brown Advisory, in a phone interview. “These inflation reads need to show a clear deceleration, or they’re going to wind up hiking as soon as the tapering is over.” Graff said he expects the Fed may raise its benchmark interest rate three times next year, potentially beginning as soon as April.
Economists at Bank of America expect the dot plot to show two rate rises in 2022, and six across 2023 and 2024. Michael Feroli, chief US economist at JPMorgan, said the Fed could proceed at a faster clip, with one more rate increase tacked on to each year.
(If you don't know how to analyze Dot Plot, you could read my another article: Analyzing Dot Plot and Understanding How the Fed Forecasts
Last but not the least, investors would pay attention to what Powell says.
With Jerome Powell having suggested that the “transitory” description of inflation should be “retired”, there are also going to be additional changes to the accompanying statement. They will acknowledge the upside surprises for inflation and the tighter jobs market but are set to keep the line “longer‑term inflation expectations remain well-anchored at 2 percent” even if the consumer survey evidence and break-even inflation rates on Treasuries, are less categorical.
p.s you could find more opinions from CNBC, Yahoo Finance, Bloomberg, etc.
$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Invesco QQQ Trust (QQQ.US)$ $NASDAQ 100 Index (.NDX.US)$
There are three topics that investors would focus on.
Firstly, the central bank is expected to discuss speeding up the end of its bond-buying program.
ING says, With no opposition raised by other Fed officials, despite the uncertainty presented by the emergence of the Omicron variant, next week’s meeting look set to see the Fed announce an acceleration in QE tapering, with a $30bn reduction for January (to $60bn of purchases) and a further $30bn reduction in February.
This would mean the Fed wrapping up the programme by the beginning of March, leaving the Federal Reserve with $8.8tn of assets on its balance sheet.
Secondly, Investors will be closely watching for the Fed's new interest rate forecasts -- especially Dot Plot.
If the Fed decides to taper its bond purchases more quickly, it could also begin to raise interest rates faster.
“The Fed is running out of time,” said Tom Graff, head of fixed income at Brown Advisory, in a phone interview. “These inflation reads need to show a clear deceleration, or they’re going to wind up hiking as soon as the tapering is over.” Graff said he expects the Fed may raise its benchmark interest rate three times next year, potentially beginning as soon as April.
Economists at Bank of America expect the dot plot to show two rate rises in 2022, and six across 2023 and 2024. Michael Feroli, chief US economist at JPMorgan, said the Fed could proceed at a faster clip, with one more rate increase tacked on to each year.
(If you don't know how to analyze Dot Plot, you could read my another article: Analyzing Dot Plot and Understanding How the Fed Forecasts
Last but not the least, investors would pay attention to what Powell says.
With Jerome Powell having suggested that the “transitory” description of inflation should be “retired”, there are also going to be additional changes to the accompanying statement. They will acknowledge the upside surprises for inflation and the tighter jobs market but are set to keep the line “longer‑term inflation expectations remain well-anchored at 2 percent” even if the consumer survey evidence and break-even inflation rates on Treasuries, are less categorical.
p.s you could find more opinions from CNBC, Yahoo Finance, Bloomberg, etc.
$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Invesco QQQ Trust (QQQ.US)$ $NASDAQ 100 Index (.NDX.US)$
36
11
SuLK
liked
$Invesco QQQ Trust (QQQ.US)$ $S&P 500 Index (.SPX.US)$ 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.”
“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.”
184
11
SuLK
liked
Market Snapshot:
Cathie Wood-led Ark Invest on Thursday sold 40,861 shares — estimated to be worth $41 million — in $Tesla(TSLA.US)$, a stock which despite recent dips is still fetching profit for the popular money manager who bought TSLA shares at far lower levels.
Tesla shares closed 6.10% lower at $1003.80 a share on Thursday. The stock is up about 37.5% so far this year.
Quote of the day:
Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. - Warrem Buffett
$Nasdaq (NDAQ.US)$ $S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$
Cathie Wood-led Ark Invest on Thursday sold 40,861 shares — estimated to be worth $41 million — in $Tesla(TSLA.US)$, a stock which despite recent dips is still fetching profit for the popular money manager who bought TSLA shares at far lower levels.
Tesla shares closed 6.10% lower at $1003.80 a share on Thursday. The stock is up about 37.5% so far this year.
Quote of the day:
Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. - Warrem Buffett
$Nasdaq (NDAQ.US)$ $S&P 500 Index (.SPX.US)$ $Dow Jones Industrial Average (.DJI.US)$
30
1
SuLK
liked
Top 5 tickers from different platforms is a collection of top trending tickers from major investment platforms and social media, giving investors a list of trending tickers across places.
Moomoo selected the hottest tickers from Robinhood and moomoo; the top trending tickers from Yahoo Finance and Investing.com; the most active tickers from Stocktwits.
$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$
Moomoo selected the hottest tickers from Robinhood and moomoo; the top trending tickers from Yahoo Finance and Investing.com; the most active tickers from Stocktwits.
$Tesla (TSLA.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$
Expand
29