US - Market Direction 43 (Jul 20 - Dec 20)

Re: US - Market Direction 42 (May 19 - Dec 20)

Postby behappyalways » Fri Sep 04, 2020 11:50 am

美股打噴嚏重挫807點 高科技股引爆股災 蘋果跌8% 市場趕緊變現避險...│主播丁士芬│【iStock盤前解析】20200904│三立iNEWS
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby behappyalways » Sat Sep 05, 2020 5:18 pm

Softbank identified as the ‘Nasdaq whale’ that bought billions in stock options, betting on higher prices for the biggest names in tech
https://www.cnbc.com/2020/09/04/softban ... tions.html
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby winston » Tue Sep 08, 2020 9:16 pm

HIGHS AND LOWS
NEW HIGHS OF NOTE LAST WEEK


JD.com (JD)... "China's Amazon"
Qualcomm (QCOM)... semiconductors
Dollar General (DG)... discount retailer
Procter & Gamble (PG)... consumer goods
Chipotle Mexican Grill (CMG)... tacos and burritos
McCormick (MKC)... spices
AutoZone (AZO)... auto parts
FedEx (FDX)... parcel delivery
Cintas (CTAS)... uniform supplier
Rollins (ROL)... pest control

NEW LOWS OF NOTE LAST WEEK

Huntington Ingalls Industries (HII)... shipbuilder
Canon (CAJ)... printers and cameras

Source: Daily Wealth
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby winston » Wed Sep 09, 2020 3:44 pm

Reality check for Wall Street where valuations have surged

“The bottom line is that this correction was long overdue and likely has more downside over the next few weeks [and] months as these positions are cleared out,'' Morgan Stanley analysts wrote.

“These stocks just got bought up to the point where even the most optimistic of forward [earnings] estimates won't be enough to justify these valuations,'' said Sam Stovall, chief investment strategist at CFRA.

“We think there is more downside over next month, but (it) eventually leads to further broadening out of the bull market,'' the analysts wrote. “It's true that valuations have surged, but this is typical early in a recovery.''

The biggest question is whether this blowing off steam for tech stocks will remain just that _ a return to sanity for an hugely overbought area of the market _ or whether it will drag the rest of the market down with it.

``This is a good reminder that if it feels too good to be true, it probably is,'' Stovall said.


Source: AP

https://www.thestandard.com.hk/breaking ... ave-surged
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby behappyalways » Sat Sep 12, 2020 1:12 pm

Another big chunk of call options going to expire on Sept 18.

What's next for tech?
https://m.youtube.com/watch?v=uWE_U7eTzQQ
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby winston » Sun Sep 13, 2020 9:47 am

Retail investors aren't convinced the stock market rally is over. Here's why

What has happened can be categorized as a correction to prevailing froth rather than a full-blown reordering of sentiment.

To wit: even with a decline of almost 7% over five sessions through Thursday, the S&P 500 managed to hold firm above its 50-day moving average, a feat not seen since 1934.

Similarly, for the first time since the dot-com era, the Nasdaq 100 suffered a 10% correction within a week without breaching its 100-day average.

A consensus holds that with earnings sentiment improving and the Federal Reserve expected to stick to its dovish stance, this rout remains more of a hiccup than a life-threatening event.

“I don’t think this is the end of the bull market especially when you consider earnings revisions are looking positive, the economy seems to be faring OK, and easy money. I could see some downturns along the way but for the most part I don’t think it will be the end.”

In the options market, confidence and/or complacency persists. The Cboe put-call ratio’s 10--day average hovered near a 20-year low of 0.4 in late August. While the measure has climbed to 0.6, it trailed the historic average of 0.6, a sign that bullish bets are still elevated relative to bearish wagers.

“Some of the catalysts that we’ve seen for the last five months still remain in place. You have monetary and fiscal policy, you have a low interest rate environment. Those still set up well for equities”.


Source: Bloomberg

https://www.theedgesingapore.com/news/g ... -heres-why
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby behappyalways » Mon Sep 14, 2020 11:35 am

The Wildly Popular Trades Behind the Market’s Swoon and Surge
https://www.wsj.com/articles/the-wildly ... mOJ28pBvWU
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby winston » Mon Sep 14, 2020 8:54 pm

HIGHS AND LOWS

NEW HIGHS OF NOTE LAST WEEK

Azure Power (AZRE)... solar panels
Darling Ingredients (DAR)... sustainable animal feed
Castle Biosciences (CSTL)... skin-cancer tests
Align Technology (ALGN)... Invisalign
d**k's Sporting Goods (DKS)... sporting goods
Sherwin-Williams (SHW)... paints

NEW LOWS OF NOTE LAST WEEK

Walgreens Boots Alliance (WBA)... retail pharmacy
Strategic Education (STRA)... educational services
Northwest Natural (NWN)... utility

Source: Daily Wealth
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby behappyalways » Tue Sep 15, 2020 11:25 am

蘋果本周將發布新產品將帶動蘋概股! 台股升破楊金龍防線"29.4元"創2年半新高|主播丁士芬|【iStock盤前解析】20200915|三立iNEWS
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Re: US - Market Direction 43 (Jul 20 - Dec 20)

Postby behappyalways » Thu Sep 17, 2020 11:01 am

Call options expiring Sept 18....

外資大舉加碼三大法人買超144億元! 外資大買台積電2.2萬張配息2.5元股價戰新高|主播丁士芬|【iStock盤前解析】20200917|三立iNEWS
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