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Looking back at 2024: Why did the rising trend of US stocks shock Wall Street?
①The US stock market has shown strong performance this year, with the s&p 500 index rising by about 27% year-to-date, expected to achieve the best performance in many years, far exceeding Wall Street's expectations at the beginning of the year. ②So, what are the factors that the US stock market relies on to achieve such a strong increase?
Unprecedented! Rockefeller International Chairman warns: The US market is brewing a super large bubble.
① Global investors are currently pouring a large amount of funds into usa assets, and Ruchir Sharma, chairman of Rockefeller International, has issued a warning about this; ② Sharma pointed out that this mentality is "inflating" an unprecedented bubble and distorting the fundamentals of other economies; ③ Currently, usa stocks account for nearly 70% of the major global stock indices, and their premium compared to other regions of the world is somewhat exaggerated.
Does the Stock Market Have a Valuation Problem?
"Super strong bull market" Cannot be replicated? Professor at Wharton School of Business: US stocks expected to be lukewarm next year, bullish on small cap stocks!
① Jeremy Siegel, a finance professor at the Wharton School, predicts that the s&p 500 index next year will have a return on investment in the range of 0 to 10%, with the return on technology stocks possibly remaining flat; ② Siegel believes that technology stocks, including amazon, nvidia, and Meta, which have been driving the rise of US stocks in the past two years, are starting to lag behind.
