2018 - Predictions (Financials)

Re: 2017/2018 - Predictions (Financials)

Postby winston » Mon Jan 01, 2018 11:59 am

Critical trends to watch in 2018

by Martin Khor

First, automation with artificial intelligence can make many jobs redundant.

Second, addiction and frequent use of the smartphone are making humans less intelligent and socially deficient.

Third is the loss of privacy as personal data collected from Internet use is collected by tech companies like Facebook and sold to advertisers.

Fourth is the threat of cyber-fraud and cyber-warfare.

Fifth is the worsening of inequality and the digital divide as those countries and people with little access to digital devices, including small businesses, will be left behind.


Source: The Star

https://www.thestar.com.my/opinion/colu ... vIl6ZRF.99
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Re: 2017/2018 - Predictions (Financials)

Postby winston » Mon Jan 01, 2018 9:07 pm

18 predictions for 2018 on the stock market, FAANGs and bitcoin

By Jeff Reeves

Source: Market Watch

https://www.marketwatch.com/story/18-pr ... yptr=yahoo
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Re: 2017/2018 - Predictions (Financials)

Postby winston » Tue Jan 02, 2018 9:21 pm

Six market themes to track in 2018

by Myles Udland

1) What’s next after taxes? The next item on the Trump agenda appears to be infrastructure.
2) Midterm elections
3) Inflation and the next recession
4) What will the Jerome Powell Fed do?
5) The stock market has the ‘all clear’ from Wall Street
6) Bitcoin isn’t going anywhere


Source: Yahoo Finance

https://finance.yahoo.com/news/six-mark ... 57965.html
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Re: 2017/2018 - Predictions (Financials)

Postby winston » Sat Jan 06, 2018 9:58 pm

2018 Predictions:-

1. Tech laggards have to get into gear and catch up to the gains of other tech giants that rallied and left them in the dust.

2. Oil is likely to have a stronger floor. While $65 may be in the cards, it seems harder to think of oil back under the $50 to $55 range as before. It's a solid base for energy stocks, and the large risk later on in 2018 is if Saudi Aramco is coming public.

3. Metals and mining look to be on a solid pace. Gold, steel and other commodities saw major interest in December. They are going to have to prove themselves in teh first quarter with 2018 guidance, because investors have been burned so badly year after year betting on them.

4. Healthcare and BioPharma are likely to flutter around, but the upside is that M&A should get rekindled in biotech. There should be multiple deals announced in the first 4 months of 2018, with a focus on companies with multiple pipelines that can be acquired in the $500 million to $8 billion range.

5. In industrials, the stage has been set for U.S. giants to win in equipment, infrastructure, and even in manufacturing. John Flannery is going to have undo some of the damage for General Electric, or mark these words -- a total break-up of GE could be in the cards in 2019. Boeing and Caterpillar still want to go higher, but some headwinds should be expected. And Apple's real challenge in getting to $1 trillion will be if Tim Cook uses too much money to buy back Apple stock and shrink the float of shares.

6. Retail will remain at risk of Amazon's death star and from lower margins in other omni-channel competition, but the end of 2017 and the start of 2018 may have just signaled which companies can fight off the Amazon might. That being said, Sears has become so crummy that they have to either die out or be restructured into something they simply are not at this time.
It turns out that 2016 was the year of peak auto in the United States. Sadly, 2017 may have been worse had it not been for storms. 2018 may see another slightly lower year, but there are many old cars that need to be removed from the car-pool. If the car giants want to have great years they may have to rely on international markets for growth.

7. Banks and finance stocks have gotten attention as big winners in tax reform. With taxes dropping from 35% to 21%, expected 2017 tax rates are as follows (rounded): BofA 32%; GoldmanSachs 25%; Citi 31%; JPMorgan 30%; Wells Fargo 30%; StateStreet 29%; BlackRock 29.5%; USBancorp 27%. That's why they ran so hard in late November and start of January.

8. As summer gets closer, it may be time to move into low-volatility equity trading strategies. This is what we call a "chicken-bull" investor mode, looking for some of the upside from stocks but looking to limit the downside if things fall apart.

Source: 24/7 Wall Street
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Re: 2017/2018 - Predictions (Financials)

Postby winston » Fri Jan 19, 2018 11:30 am

My prediction for 2018

by Porter Stansberry

Yes, stocks may still run higher. But this market is running on fumes.

We will see it all fall apart this year.


Source: Stansberry Digest

http://thecrux.com/a-huge-rally-and-an- ... -collapse/
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Re: 2017/2018 - Predictions (Financials)

Postby winston » Thu Jan 25, 2018 12:07 pm

Outlook for 2018 is bullish, but risks remain: Strategist

No recession red flags on horizon, so 2018 will see strong U.S. and global GDP growth.

Equity gains will likely moderate from 2017, but WisdomTree continues to favor stocks over bonds.

Investors should tilt their U.S. equity allocations toward large-cap quality.

by Luciano Siracusano, Chief Investment Strategist at WisdomTree

Source: CNBC

https://www.cnbc.com/2018/01/22/outlook ... yourwealth
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