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AlanticE downgraded BABA .. I think this Company either have no foresight or his a very very weak hearted old man. Now seriously!! when is already 118. just what is going through in your head. Lol
这机构在118价位把阿里评价调低。。该公司不是没远见 就是有个蚂蚁大的心呗。AlanticE 啥也不是 tuitui
$アリババ・グループ (BABA.US)$
这机构在118价位把阿里评价调低。。该公司不是没远见 就是有个蚂蚁大的心呗。AlanticE 啥也不是 tuitui
$アリババ・グループ (BABA.US)$
10 biggest price target changes for Tuesday
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$AMCエンターテインメント クラスA (AMC.US)$そうです、アメイジング・スパイダーマンはこの週末までに国際的な興行収入で5億ドル以上を狙っています。
https://deadline.com/tag/spider-man-no-way-home/
https://deadline.com/tag/spider-man-no-way-home/
翻訳済み
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$S&P 500 Index (.SPX.US)$ $恐怖指数 CBOE Volatility S&P 500 (.VIX.US)$ $SPDR ゴールド・シェア (GLD.US)$ $バリック・ゴールド (GOLD.US)$
The market has been on a tear ever since its huge 35% correction in March 2020- S&P index drop from 3400 to 2200- due to the Covid 19 pandemic. It has more than doubled from the bottom to its current level at 4650.
So what's the outlook ahead?
Is it on a never-ending trajectory to the moon?
We will be looking at 6 indicators and the chart of S&P to give us some indication if things are getting way too hot that will lead to the imminent meltdown.
The power of the Fed printing machine has worked wonders. But is the market getting too complacent?
Buffet Indicator
Source: currentmarketvaluation.com
The Buffett Indicator is defined as the value of a country's publicly traded stocks divided by its gross national product. The greatest investor of our lifetime, Warren Buffet, have used this indicator to assist him to gauge where the valuation of the market stands at any moment in time.
We are now way off the charts and looks excessively overvalued. If the market just reverts to the historical trendline, it could easily be a 50% correction.
Berkshire cash holdings of 149 billion are also at their all-time high and constitute around 17% of their total assets of 873 billion dollars.
Shiller Cape Ratio
Source: multp.com
The next indicator we are looking at would be the Shiller Cape Ratio. It is the cyclical adjusted price-earnings ratio.
Due to the cyclical nature of the markets, an outlier pe ratio (a recession for the year) could distort the analysis of the market valuation.
Thus, Professor Robert Shiller came up with the CAPE ratio to adjust for cyclicality- taking the average of 10 years PE- and hence portray a more accurate picture of the valuation of the market.
The current Shiller Cape Ratio is only surpassed by the dot com bubble in 2000. We are not in the value zone.
Some explanation for the high ratio could be due to the ultra-low interest rate environment that would enhance the valuation of the market- cash flow is discounted at lower rates which leads to a higher valuation.
With inflationary effects creeping in, where the US recently have hit an inflation figure of 6%, the days of low-interest rates might not be a certainty in the future.
VIX- Volatility Index
Source: Yahoo finance
VIX is a measure of volatility or fear factor in the market. It is derived from the implied volatility of the S&P 500 options. There is a negative correlation between price moves and the VIX.
The VIX tends to increase when the market falls. The VIX has been recently showing some strength and has reached around the 30 levels just this week but it has since retraced back to the low 20s level.
A break above the 30 levels could signal the start of a market correction which is possible as the VIX seems to be building up momentum at the moment.
Fed Balance Sheet
Source: Tradingeconomics.com
Looking at the Fed Balance Sheet, we could see the US money printing machine at full throttle. The amount is 8.66 trillion which have more than doubled since 2020.
The Fed balance sheet comprises mainly of treasuries that they have purchased through money printing.
The huge amount just highlights that things might be out of control and the only way to keep the party going is to print more and deleverage using this approach. Moreover, the government debt is also escalating to new records, it currently stands at 28 trillion dollars.
The critical question that we have to ask ourselves would be when will the confidence of US dollars be eroded with the insane money printing machine at work?
Our take is when we see China's treasuries holding fall below the 1 trillion mark- have been holding slightly above 1 trillion through the years- that could be a marker for us to be cautious.
The Commitment of Traders for S&P 500
Source: barchart.com
The commitment of traders indicator is to gauge the positioning of the different players in the futures market. At this juncture, the large speculators which we deem as the smart money is still net long on the S&P 500 futures with an increasing position sizing.
This could mean the rally might still have legs.
AAII Investor Sentiment Survey
Source: AAII.com
The last indicator we will be looking at will be the AAII investors survey sentiment. It measures the mood of individual investors.
Based on the latest statistics, it is showing the highest neutral sentiment in 2 years. The AAII sentiment is usually used as a contrarian indicator where an ultra bullish sentiment would be taken in negatively and a slant towards a market correction could be round the corner.
Based on the current reading, it would be inconclusive.
Chartist Point of View
Source: Investing.com- S&P 500 chart
The trend is your friend. The uptrend of the S&P 500 is intact.
First hints of weakness would only surface if it breaches below 4500 levels. The critical support would be at 4200-4300 levels which would be the first target if S&P retraces.
A deeper correction could be on the cards if the 4200 level does not hold, a medium-term target could see the S&P 500 testing the 3500 level.
For now, as long as 4200 holds, we are still bullish as the uptrend is still intact.
Summing Up
In this write-up, we took a look at 6 indicators to gauge if the S&P 500 is looking peakish. They are namely:
Buffet Indicator
Shiller Cape Ratio
VIX
Fed Balance Sheet
Commitment of Traders
AAII Investor Sentiment Survey
The first 4 indicators are showing signs of the market reaching peakish levelswith the indicators reaching levels that are way above their mean or even reaching all-time highs.
However, as John Maynard Keynes famously quoted:
"Markets can remain irrational longer than you can remain solvent."
As for the Commitment of Traders, the smart money is still net long the S&P 500 while the AAII Investor Sentiment Survey is not showing any conclusive contrarian angle.
Finally, the charts are still showing the uptrend is intact and we will be on the defensive when S&P 500 breaches the 4200 level.
A piece of advice would be if the crash comes round, it could be fast and furious.
So with the market looking peakish, it is wise to have an allocation to gold as a defence mechanism. Moreover, gold is trading at a reasonable level. With the latest news of Monetary Authority of Singapore increasing their gold pile for the first time in decades, it further lends weight to this thesis.
The market has been on a tear ever since its huge 35% correction in March 2020- S&P index drop from 3400 to 2200- due to the Covid 19 pandemic. It has more than doubled from the bottom to its current level at 4650.
So what's the outlook ahead?
Is it on a never-ending trajectory to the moon?
We will be looking at 6 indicators and the chart of S&P to give us some indication if things are getting way too hot that will lead to the imminent meltdown.
The power of the Fed printing machine has worked wonders. But is the market getting too complacent?
Buffet Indicator
Source: currentmarketvaluation.com
The Buffett Indicator is defined as the value of a country's publicly traded stocks divided by its gross national product. The greatest investor of our lifetime, Warren Buffet, have used this indicator to assist him to gauge where the valuation of the market stands at any moment in time.
We are now way off the charts and looks excessively overvalued. If the market just reverts to the historical trendline, it could easily be a 50% correction.
Berkshire cash holdings of 149 billion are also at their all-time high and constitute around 17% of their total assets of 873 billion dollars.
Shiller Cape Ratio
Source: multp.com
The next indicator we are looking at would be the Shiller Cape Ratio. It is the cyclical adjusted price-earnings ratio.
Due to the cyclical nature of the markets, an outlier pe ratio (a recession for the year) could distort the analysis of the market valuation.
Thus, Professor Robert Shiller came up with the CAPE ratio to adjust for cyclicality- taking the average of 10 years PE- and hence portray a more accurate picture of the valuation of the market.
The current Shiller Cape Ratio is only surpassed by the dot com bubble in 2000. We are not in the value zone.
Some explanation for the high ratio could be due to the ultra-low interest rate environment that would enhance the valuation of the market- cash flow is discounted at lower rates which leads to a higher valuation.
With inflationary effects creeping in, where the US recently have hit an inflation figure of 6%, the days of low-interest rates might not be a certainty in the future.
VIX- Volatility Index
Source: Yahoo finance
VIX is a measure of volatility or fear factor in the market. It is derived from the implied volatility of the S&P 500 options. There is a negative correlation between price moves and the VIX.
The VIX tends to increase when the market falls. The VIX has been recently showing some strength and has reached around the 30 levels just this week but it has since retraced back to the low 20s level.
A break above the 30 levels could signal the start of a market correction which is possible as the VIX seems to be building up momentum at the moment.
Fed Balance Sheet
Source: Tradingeconomics.com
Looking at the Fed Balance Sheet, we could see the US money printing machine at full throttle. The amount is 8.66 trillion which have more than doubled since 2020.
The Fed balance sheet comprises mainly of treasuries that they have purchased through money printing.
The huge amount just highlights that things might be out of control and the only way to keep the party going is to print more and deleverage using this approach. Moreover, the government debt is also escalating to new records, it currently stands at 28 trillion dollars.
The critical question that we have to ask ourselves would be when will the confidence of US dollars be eroded with the insane money printing machine at work?
Our take is when we see China's treasuries holding fall below the 1 trillion mark- have been holding slightly above 1 trillion through the years- that could be a marker for us to be cautious.
The Commitment of Traders for S&P 500
Source: barchart.com
The commitment of traders indicator is to gauge the positioning of the different players in the futures market. At this juncture, the large speculators which we deem as the smart money is still net long on the S&P 500 futures with an increasing position sizing.
This could mean the rally might still have legs.
AAII Investor Sentiment Survey
Source: AAII.com
The last indicator we will be looking at will be the AAII investors survey sentiment. It measures the mood of individual investors.
Based on the latest statistics, it is showing the highest neutral sentiment in 2 years. The AAII sentiment is usually used as a contrarian indicator where an ultra bullish sentiment would be taken in negatively and a slant towards a market correction could be round the corner.
Based on the current reading, it would be inconclusive.
Chartist Point of View
Source: Investing.com- S&P 500 chart
The trend is your friend. The uptrend of the S&P 500 is intact.
First hints of weakness would only surface if it breaches below 4500 levels. The critical support would be at 4200-4300 levels which would be the first target if S&P retraces.
A deeper correction could be on the cards if the 4200 level does not hold, a medium-term target could see the S&P 500 testing the 3500 level.
For now, as long as 4200 holds, we are still bullish as the uptrend is still intact.
Summing Up
In this write-up, we took a look at 6 indicators to gauge if the S&P 500 is looking peakish. They are namely:
Buffet Indicator
Shiller Cape Ratio
VIX
Fed Balance Sheet
Commitment of Traders
AAII Investor Sentiment Survey
The first 4 indicators are showing signs of the market reaching peakish levelswith the indicators reaching levels that are way above their mean or even reaching all-time highs.
However, as John Maynard Keynes famously quoted:
"Markets can remain irrational longer than you can remain solvent."
As for the Commitment of Traders, the smart money is still net long the S&P 500 while the AAII Investor Sentiment Survey is not showing any conclusive contrarian angle.
Finally, the charts are still showing the uptrend is intact and we will be on the defensive when S&P 500 breaches the 4200 level.
A piece of advice would be if the crash comes round, it could be fast and furious.
So with the market looking peakish, it is wise to have an allocation to gold as a defence mechanism. Moreover, gold is trading at a reasonable level. With the latest news of Monetary Authority of Singapore increasing their gold pile for the first time in decades, it further lends weight to this thesis.
+5
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$エディソン・ネーション (BBIG.US)$ close above 3.10 and uptrend bbig goes.......
20
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sgの $Lion-OSPL China L S$ (YYY.SG)$???ただし、違いは経費率です:
Lion ocbcのyyyは0.62%で、BlackRockは2823hkに0.35%の料金を請求しています
$iShares FTSE A50 China Index ETF (02823.HK)$
Lion ocbcのyyyは0.62%で、BlackRockは2823hkに0.35%の料金を請求しています
$iShares FTSE A50 China Index ETF (02823.HK)$
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By Danilo
みなさん、おはようございます!以下は、取引時刻前に知っておく必要があることです:
・株価先物は、週の前半に市場回復に伴い投資家が引いた後、その日の後半に発表されるインフレーションデータに焦点を合わせ、金曜早朝ほとんど変わらなかった。
・ウォルトン家やマーク・ザッカーバーグ、グーグルの共同創設者などの最高経営責任者や企業リーダーは、$ 63.5十億(11月現在)を売却しており、2020年から50%増加している。市場評価が急騰している中、米国および一部州の税法改正に先立って売却が行われた。
マーケットショット
・株価先物は、週の前半に市場回復から引いた投資家が、その日の後半に発表されるインフレーションデータに焦点を合わせたことから、金曜日の早い時間帯にほとんど変動しませんでした。
先物契約が関連している $NYダウ (.DJI.US)$は52ポイント上昇しました。 $S&P 500 Index (.SPX.US)$先物は13ポイント上昇しました。 $NASDAQ 100 Index (.NDX.US)$先物は0.3%上昇しました。
市場温度
もっと読む:Market Temperature (12/10)
トップニュース
インフレデータ発表前に株価先物が上昇
米国の株価先物と債券利回りは上昇し、連邦準備制度理事会が刺激策を縮小するタイミングに影響を与える可能性のある新しいインフレデータが発表されます。
上院が財務上の限度額引き上げの主要な障壁をクリア
上院は、共和党の中核議員が民主党に加わり、政府のデフォルトを避けるための重要な一歩を踏み出しました。
SECのゲンスラーは、特別買収目的会社(SPAC)と従来型のipoの間でレベルプレイングフィールドを実現するよう求めている
SEC長官はブランクチェック会社を批判し、一般の投資家が不完全な情報と利益相反と詐欺に対して十分な保護を提供していないと述べました。
失業保険申請件数が52年ぶりの最低水準に減少しました。
先週、初めての失業申請件数は18万4千件に減少しました。雇用主は、労働市場が厳しい中、従業員を維持しています。
マスクや他の関係者たちは、歴史的な水準で株式を売却しています。
ウォルトン家やマーク・ザッカーバーグ、Googleの共同創業者などのトップエグゼクティブや企業リーダーが、2020年から50%増の635億ドルを売却しました。販売は、上昇する市場価値と、米国といくつかの州の税法の変更に先立って行われています。 $テスラ (TSLA.US)$ $Meta Platforms (FB.US)$ $アルファベット クラスA (GOOGL.US)$
年末商戦のスタートで、コストコの売上高が上昇しています。
卸売店の小売り会社 $コストコ・ホールセール (COST.US)$コストが上昇し、配送の混乱を乗り越えるため、一部のおもちゃはクリスマス後に店舗に到着する見込みです。
バッファローエリアの店舗で働くスターバックスの従業員たちは、組合化に賛成の投票を行いました。
バリスタたちが、同社の自社カフェの中で初めて労働組合を結成することに賛成の投票を行いました。50年の歴史の中で、スターバックスにおける初の労働組合です。 $スターバックス (SBUX.US)$
続きを読む
CEOや関係者たちは、株式の記録的な69億ドルを売却しています。
キャシー・ウッド氏は、私たちは「魂の探究」を経験していると述べています。
Googleは、インフレに対応して賃金を引き上げるつもりはないと発表しました。
仮想グッチバッグにいくら支払いますか?
ウォール街が気づく前に買うべき7つのオーバールック株
今週の主要なイベント
出典:CNBC、Dow Jones Newswires、Bloomberg
みなさん、おはようございます!以下は、取引時刻前に知っておく必要があることです:
・株価先物は、週の前半に市場回復に伴い投資家が引いた後、その日の後半に発表されるインフレーションデータに焦点を合わせ、金曜早朝ほとんど変わらなかった。
・ウォルトン家やマーク・ザッカーバーグ、グーグルの共同創設者などの最高経営責任者や企業リーダーは、$ 63.5十億(11月現在)を売却しており、2020年から50%増加している。市場評価が急騰している中、米国および一部州の税法改正に先立って売却が行われた。
マーケットショット
・株価先物は、週の前半に市場回復から引いた投資家が、その日の後半に発表されるインフレーションデータに焦点を合わせたことから、金曜日の早い時間帯にほとんど変動しませんでした。
先物契約が関連している $NYダウ (.DJI.US)$は52ポイント上昇しました。 $S&P 500 Index (.SPX.US)$先物は13ポイント上昇しました。 $NASDAQ 100 Index (.NDX.US)$先物は0.3%上昇しました。
市場温度
もっと読む:Market Temperature (12/10)
トップニュース
インフレデータ発表前に株価先物が上昇
米国の株価先物と債券利回りは上昇し、連邦準備制度理事会が刺激策を縮小するタイミングに影響を与える可能性のある新しいインフレデータが発表されます。
上院が財務上の限度額引き上げの主要な障壁をクリア
上院は、共和党の中核議員が民主党に加わり、政府のデフォルトを避けるための重要な一歩を踏み出しました。
SECのゲンスラーは、特別買収目的会社(SPAC)と従来型のipoの間でレベルプレイングフィールドを実現するよう求めている
SEC長官はブランクチェック会社を批判し、一般の投資家が不完全な情報と利益相反と詐欺に対して十分な保護を提供していないと述べました。
失業保険申請件数が52年ぶりの最低水準に減少しました。
先週、初めての失業申請件数は18万4千件に減少しました。雇用主は、労働市場が厳しい中、従業員を維持しています。
マスクや他の関係者たちは、歴史的な水準で株式を売却しています。
ウォルトン家やマーク・ザッカーバーグ、Googleの共同創業者などのトップエグゼクティブや企業リーダーが、2020年から50%増の635億ドルを売却しました。販売は、上昇する市場価値と、米国といくつかの州の税法の変更に先立って行われています。 $テスラ (TSLA.US)$ $Meta Platforms (FB.US)$ $アルファベット クラスA (GOOGL.US)$
年末商戦のスタートで、コストコの売上高が上昇しています。
卸売店の小売り会社 $コストコ・ホールセール (COST.US)$コストが上昇し、配送の混乱を乗り越えるため、一部のおもちゃはクリスマス後に店舗に到着する見込みです。
バッファローエリアの店舗で働くスターバックスの従業員たちは、組合化に賛成の投票を行いました。
バリスタたちが、同社の自社カフェの中で初めて労働組合を結成することに賛成の投票を行いました。50年の歴史の中で、スターバックスにおける初の労働組合です。 $スターバックス (SBUX.US)$
続きを読む
CEOや関係者たちは、株式の記録的な69億ドルを売却しています。
キャシー・ウッド氏は、私たちは「魂の探究」を経験していると述べています。
Googleは、インフレに対応して賃金を引き上げるつもりはないと発表しました。
仮想グッチバッグにいくら支払いますか?
ウォール街が気づく前に買うべき7つのオーバールック株
今週の主要なイベント
出典:CNBC、Dow Jones Newswires、Bloomberg
翻訳済み
+1
128
3