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Short Stock Ideas From Each Sector With Earnings Quality in the Bottom 20%
Wolfe's Most Shorted 'Hit List' – FSLR, BE, WBA, SJM
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $11,000 Today
Is the high valuation holding steady for U.S. stocks in Q3 earnings?
S&P's third-quarter EPS year-on-year growth rate of 5% exceeded expectations, with communications services and medical care industries leading the way, while csi commodity equity index performed poorly. In addition, S&P's third-quarter profit year-on-year growth rate reached 74%, although exceeding expectations, it is below the average level of the past 5 years, hitting a two-year low.
Bank of America: "Potential BUGs" may drag down US stocks next year, bullish on Chinese stocks!
①Bank of America's strategist stated that if the ratio of the Nasdaq 100 index/S&P 500 index falls below the high of 2000, it will prompt investors to exit the 'American exceptionalism' trades; ②Reports predict that the American financial conditions may tighten, traders will increase their allocation to the Asian and European international markets in the first quarter, and expect Chinese stocks to perform well in 2025.
joemamaa : yes