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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.
Fed's Waller Is Leaning Toward a December Rate Cut
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.
Wall Street bulls predict: s&p 500 index to rise to 6300 points by the end of the year, bitcoin to break through 0.1 million US dollars.
Former JPMorgan chief stock strategist and Chief Investment Officer at Fundstrat Capital, Tom Lee, predicted on Monday that the s&p 500 index will rise to 6300 points by the end of the year, citing favorable market conditions and historical patterns indicating that stocks will continue to strengthen in December. Lee emphasized historical precedents, stating: "In the first half of an election year, when the market rises by more than 10%, there has been a 100% chance of an increase in December." He pointed out that the yield on the 10-year US Treasury fell to 4.1%, creating favorable conditions for multiple expansions. Lee's optimistic view extends to
Fed's Waller Says He's Inclined to Vote for a Rate Cut
