With the election risks dissipated, investors are frantically scooping up risk assets! Is there now no obstacle to the rise of the U.S. stock market?
Options investors are flocking into the US stock market to bet heavily on higher-risk stocks, which has supported the rising trend of US stocks against the backdrop of fading concerns over the election and the expectation that the Republicans will securely hold power in Congress next year.
Pro-Bitcoin Argentina President Javier Milei Becomes First Foreign Leader To Meet Trump: 'Winds Of Freedom Are Blowing Much Stronger'
Dow Dips Over 200 Points Following Economic Reports, Tesla Tumbles On Potential Removal Of EV Tax Credit: Fear Index Remains In 'Greed' Zone
Sundar Pichai Praises Google-Backed Apian Drones For Cutting Blood Sample Delivery Time From 30 To 2 Minutes: 'Quicker Care For Patients In Critical Need'
Global Fund Managers Changed Their Views After Trump Got Elected. Here's How
Satya Nadella Touts Microsoft's Latest AI Mission: Making NASA's Earth Data Speak Plain English
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Long-Time Tesla Bull Rages As Elon Musk Reportedly Backs Trump's Plan To Ax $7.5K EV Credit: 'Insanity'
The usa "antitrust queen" is tightening her grasp in the final moments of her term, investigating microsoft's cloud computing business.
①Sources revealed that the United States Federal Trade Commission (FTC) is investigating Microsoft's cloud computing business; ②Previously, there were allegations that Microsoft used unfair licensing terms to lock in customers and control the cloud computing market; ③Before President-elect Donald Trump took office, FTC Chairman Lena Khan hoped to intensify antitrust actions in the final stages of her term.
Mohamed El-Erian Criticizes Fed Chair Powell's Interview Performance: 'He Struggled With Some Of The Smart Questions'
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
Options Market Statistics: Tesla Is New Pick for Daniel Loeb's Third Point; Options Pop
Cathie Wood Keeps Betting On Amazon's 'Haul' Play: Ark Loads Up $6M Worth Of Shares
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Elliott Investment Management Adds To Southwest, Western Digital, Etsy, Match Group; Trims BILL Holdings, Seadrill, BlackLine, NRG Energy In Q3
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom
11/15 [Strong and Weak Materials]
[Bullish and Bearish Materials] Bullish materials: 1 dollar = 156.30-40 yen; Chicago Nikkei futures are rising (38970, +390); US crude oil futures are rising (68.70, +0.27); active share buyback; requests for corporate value enhancement from the Tokyo Stock Exchange. Bearish materials: Nikkei average is dropping (38535.70, -185.96); dow jones industrial average is dropping (43750.86, -207.33); Nasdaq composite index is dropping (19107.65, -123.07); SOX index is dropping (5004.59, -.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Late night broadcasting! Powell: The economy is strong, the Federal Reserve does not need to rush to cut interest rates, there is time to understand the impact of Trump's policies.
Powell stated that labor market indicators are returning to more normal levels consistent with the Federal Reserve's full employment target; inflation will continue to decline towards the target of 2%, although there may be occasional fluctuations; the interest rate path is not preset and depends on data and economic outlook. If the data tells us to slow down rate cuts, slowing down is the wise choice; Congress generally believes that the Fed's independence is very important, concluding prematurely on the policies of the Trump administration. The Fed will act cautiously before policy is more certain; the impact of AI may be later and greater than we expect.