Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

Leave the room quietly..., lock the room and start a fire....
Watch from 27:30...

When only six U.S. stocks remain in the stock market, bulls continue to blow bubbles
24.07.09【豐富│東南西北龍鳳配】Pt.1 當股市只剩美股六雄，多頭持續吹泡沫
https://m.youtube.com/watch?v=exxLB0ikwX4


There are two types of interest rate cuts! Should you enter the market or wait and see? Chen Fengxin teaches you to understand the economic signals behind interest rate cuts
降息有兩種！該進場還是觀望？陳鳳馨教你看懂降息背後的經濟訊號【Yahoo TV ＃風向龍鳳配】
https://m.youtube.com/watch?v=ZXLqVXOCH6c

[winston]

Five scenarios that may happen from Trump 2.0

By BARNABAS GAN

Scenario 1: China tensions and negative spillover to Asean

Historical data indicates that tariffs implemented during Trump’s tenure shaved off 0.1% of global growth in 2018, escalating to 1.4% by 2020.

His latest proposal includes a sweeping 10% import tariff, coupled with intensified rates targeting China specifically. This move is expected to drive US headline inflation to 4% by 2025, up from the current 3%.

Scenario 2: Rate cuts in deference to political pressures

Scenario 3: Stronger global drive to de-dollarise

Scenario 4: Increased geopolitically-driven sentiments
> The US potentially demanding payment from Taiwan for military protection.
> The risk of halting military aid to Ukraine.

Scenario 5: Division of world order

Source: RHB

https://www.thestar.com.my/business/ins ... m-trump-20

[behappyalways]

"Is the market rebounding or continuing to sell off before the financial results of technology giants?"

'24.07.25【豐富│財經起床號】黃詣庭談「科技大咖財報臨 大盤反彈或續殺？」

https://m.youtube.com/watch?v=K4vX0t8uD9o

[behappyalways]

The sharp fall in U.S. technology stocks affects Taiwan stocks.
The key to a V-shaped reversal is ""Golden Shovel"

美科技股重挫影響台股 陳鳳馨點出V型反轉關鍵就在「金鏟子」 ！【#風向龍鳳配】

https://m.youtube.com/watch?v=7Z7vy4U2jqM&t=12s

[behappyalways]

"Can the FOMC decision alleviate short-term selling pressure?"

'24.08.01【豐富│財經起床號】黃詣庭談「FOMC決議可否緩解短線賣壓？」

https://m.youtube.com/watch?v=ornv_BpR5Qk

[behappyalways]

A good watch

Is the market worried about a U.S. economic recession?
Tech stock carnage leads to global stock market plunge?

市場憂美國經濟衰退？科技股大屠殺引領全球股市暴跌？【Yahoo TV ＃風向龍鳳配】

https://m.youtube.com/watch?v=X7AwReHbciU

[behappyalways]

International funds change styles! Watch your wallet!

24.07.30【豐富│東南西北龍鳳配】Pt.2 國際資金改變風格！小心你的錢包！

https://m.youtube.com/watch?v=Ai_tToPwBz8

[behappyalways]

"After the trend of the angry god, should the US stock market be bargain hunting?"

'24.08.08【豐富│財經起床號】黃詣庭談「大怒神走勢後，美股該抄底嗎？」

https://m.youtube.com/watch?v=mYf3T0GpAxY

[winston]

Combining ‘value investing’ and ‘trend following’ strategies to beat market returns?

by Ching Poy Seng

Empirical evidence shows that buying cheap stocks tends to beat expensive stocks in the long term.

Trend following means buying when prices are moving higher and above the trend and selling when prices are below the trend.

Investors can use the 10-month simple moving average (SMA), which is the average of a market’s closing prices over a year, to define a trend.

The 10-month simple moving average is used instead of the commonly known 200-day moving average to smooth out noises.

Four Scenarios:-
1. Expensive stocks in a downtrend - Sell
2. Cheap stocks in a downtrend - Dont Buy Stocks
3. Expensive stocks in an uptrend - Hold Stocks
4. Cheap stocks in an uptrend - Buy Stocks

Finally, we often heard of the investing axiom, “buy cheap, sell dear”. Perhaps we should modify it to “buy cheap in an uptrend, sell dear in a downtrend”?.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... et-returns

[behappyalways]

Global stock markets rebound, is the recession crisis over?

全球股市反彈 經濟衰退危機解除了嗎？【Yahoo TV】風向龍鳳配

https://m.youtube.com/watch?v=a97sxyKJ5lc