Rewards Out There 03 (Jun 16 - Dec 20)

Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Sep 22, 2017 1:56 pm

Another bullish sign for the market

by Nick Rokke

The OECD tracks 45 national economies. And all of them are growing.

Even more, 33 of the 45 countries showed accelerating growth from last year. That’s the first time since 2010.


India is the seventh-largest economy in the world. And its economy is growing 7.1% this year. Next year, the International Monetary Fund (IMF) projects growth to be 7.7%.

And it’s not just India… The same IMF report predicts all emerging economies around the world will expand 4.8% next year.


World trade accounts for almost 60% of global GDP. So when the global economy is growing, that means the U.S. economy is growing, too.


Source: Palm Beach Daily

http://thecrux.com/the-global-economy-i ... he-market/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Tue Oct 03, 2017 7:26 pm

Here Are Five Tailwinds Set to Boost the Global Market Rally

By Sid Verma

Equity managers forced to catch up, benign positioning
Economic growth, tentative tax trade, limited credit supply

1. Equity Managers Play Catch-Up
2. Far From the Madding Crowd
3. Sluggish Supply
4. New Economic Tailwinds
5. Tax Trade


Source: Bloomberg

https://www.bloomberg.com/news/articles ... gn=markets
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Tue Nov 07, 2017 7:20 pm

This One Market Health Signal Says "Watch Out"

But there's something you've got to know...

By D.R. BARTON, JR.

A market making new highs without the breadth making new highs is still an early warning sign – but it's just that.


Here's a quick look at what's going right in the markets:

The "story stocks" (they mean the "FANGs" here: Facebook Inc. (Nasdaq: FB), com Inc. (Nasdaq: AMZN), Netflix Inc. (Nasdaq: NFLX), and Alphabet Inc. (Nasdaq: GOOG), Google's parent, are posting enormous gains and beating all expectations.

The Federal Reserve remains extraordinarily dovish on rates (1-1.25%) as do central banks globally (negative policy rates across Europe and Japan). One of their primary objectives continues to include asset price inflation ("wealth effect").

On the policy front, investors have been promised massive tax cuts, unending deregulation, and a boom in infrastructure projects, and they are responding with all due optimism.

And Pension Partners confirms there's a tailwind pushing the broader economy, too.

Earnings are at a record high, and profit margins remain near their highest level in history.
The unemployment rate (4.2%) is at a 16-year low.

Jobless claims are at their lowest level since 1973.

The U.S. economic expansion, at 99 months, is the third-longest in history.

Manufacturing (ISM) sentiment is at a 13-year high.

Consumer confidence is at a 17-year high.

Housing prices nationally continue to hit record highs, gaining 6% in the past year.

Average hourly earnings are up 2.9% in the past year, their highest level of the cycle.

Inflation remains low, with core CPI below 2%.


Source: Money Morning

https://moneymorning.com/2017/11/07/thi ... watch-out/
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Fri Nov 17, 2017 9:23 pm

Here Are Goldman's Top Trades for 2018

By Luke Kawa

Emerging markets take center stage in risk-asset strategy
Commodity-linked currencies, euro bets are also preferred

A combination of inflation uncertainty and a shrinking Fed balance sheet should put upward pressure on borrowing costs, especially in the second half of the year.


Recommends going long on a basket of the Indian rupee, Indonesian rupiah and South Korean won while shorting the Singapore dollar and Japanese yen.


Source: Bloomberg

https://www.bloomberg.com/news/articles ... gn=markets
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sun Dec 03, 2017 8:38 pm

GOLDMAN SACHS: Here's how to make a killing on the 7 top trades of 2018

1) Short 10-year US Treasurys
2) Go long EUR/JPY with a target of 140 and a stop at 130
3) Go long the MSCI Emerging Markets stock index
4) Go long euro area 5-year/5-year forward inflation with a target of 2% and a stop at 1.5%
5) Go long the Emerging Markets Global Bond Index, while shorting the US High Yield Corporate Bond Index
6) Go long an equal-weighted basket of the Indian rupee, Indonesian rupiah and South Korean won vs. an equal-weighted basket of the Singapore dollar and Japanese yen
7) Go long a volatility-weighted basket of the Brazilian real, Colombian peso and Peruvian sol vs. a short US dollar bet



Source: Business Insider



https://finance.yahoo.com/news/goldman- ... 00159.html
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Re: Rewards Out There 02 (Sep 09 - Dec 16)

Postby winston » Sun Dec 17, 2017 8:47 pm

4 Reasons to be Bullish in 2018

1: Tax Cut = Earnings Boost
S&P earnings expectations for 2018 are $136.98, without factoring a tax break. At ~$6, the higher earnings could cut the current 12-month forward P/E of the S&P 500 from 20x down to a forward P/E of 17.9x.

2: Global Economic Growth Continues Apace
The world economy could notch ~4% growth in 2018. The euro region should retain solid growth momentum as Brexit discussions inch forward. Here in the U.S., “muddle through” GDP growth of +2.4% US is our call for 2017 and +2.3% is where 2018 stands.

3: Inflation Remains at Bay (i.e., Central Banks Won’t Ruin the Party)

4: Equity Yields Look Much Better than Bond Yields
For the S&P 500, to calculate the earnings yield we divide $131 in projected earnings for 2017 by an S&P 500 trading at 2575. That begets a 5.1% earnings yield. Now, compare that 5.1% earnings yield to the current 2.79% yield on the 30-year U.S. Treasury.

Source: Zacks
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Re: Rewards Out There 03 (Jun 16 - Dec 18)

Postby winston » Wed Dec 27, 2017 11:21 am

This is Quite Possibly The “Trade of the Decade”

by Louis Basenese

Tech Mega Trend #1 — Rise of the Machines: The Biggest Tech Revolution of the 21st Century

In 2016, venture capital firms poured $1.95 billion into robotics-related startups — up a staggering 50% from the prior year. More staggering still, over the next decade, worldwide spending on robotics is set to more than double from $26.9 billion to $66.9 billion.


Tech Mega Trend #2 — The Meteoric Rise of Electric Cars

Global electric vehicle (EV) sales currently account for less than 1% of total sales. But within 15 years, Morgan Stanley analysts predict that EV sales could eclipse gas-powered cars.


Tech Mega Trend #3 — Cybersecurity: The Undisputed “Trade of the Decade”

Worldwide cybersecurity spending totaled less than one-tenth of 1% of global gross domestic product (GDP) last year. In comparison, military spending as a percentage of GDP has routinely averaged close to 3–4% per year.

Yet cyberattacks are soaring by as much as 40% annually.

The total spending is set to eclipse $100 billion this year and continue growing by at an annual clip of about 10%.


Source: Wall Street Daily

http://dailytradealert.com/2017/12/26/q ... de-decade/
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Re: Rewards Out There 03 (Jun 16 - Dec 18)

Postby winston » Wed Dec 27, 2017 2:35 pm

My top 10 stocks for 2018

My top 10 stocks for 2018 represent 7 of the 11 S&P 500 industry sectors.

Their average long-term estimated growth rate (in earnings per share) is well in excess of the overall market.

by Michael K. Farr

1. Bristol-Myers Squibb (BMY)
2. ExxonMobil (XOM)
3. FedEx (FDX)
4. Goldman Sachs (GS)
5. Medtronic (MDT)
6. Microsoft (MSFT)
7. Ross Stores (ROST)
8. Schlumberger (SLB)
9. Starbucks (SBUX)
10. United Technologies (UTX)


Source: CNBC

https://www.cnbc.com/2017/12/22/top-10- ... yptr=yahoo
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Re: Rewards Out There 03 (Jun 16 - Dec 18)

Postby winston » Thu Dec 28, 2017 9:17 pm

10 Investing Themes to Remember for 2018

by Wayne Duggan

1. Opportunities for income investors - Home Depot (HD)
2. Tax cuts are a win for business - Lowe's Companies (LOW), Costco Wholesale Corp. (COST)
3. Consumers are confident - Walt Disney Co. (DIS), Wynn Resorts, Limited (WYNN)
4. Interest rates will play a role - BB&T Corp. (BBT), Metlife (MET), Chemours Co. (CC)
5. The oil market is recovering - Exxon Mobil Corp. (XOM), Schlumberger Limited (SLB)
6. AI will be a game-changer - International Business Machines Corp. (IBM), Nvidia Corp. (NVDA), Amazon.com (AMZN)
7. Medical technology companies have more opportunities - Thermo Fisher Scientific (TMO), Abbott Laboratories (ABT)
8. Millennials are showing more strength - Tesla (TSLA), GrubHub (GRUB), Paypal Holdings (PYPL)
9. Impact investing is more popular - Johnson & Johnson (JNJ), AT&T (T), Cisco Systems (CSCO)
10. Innovation rules the day - Facebook (FB), Southwest Airlines (LUV), 3M (MMM)


Source: U.S.News & World Report

https://finance.yahoo.com/news/10-inves ... 00120.html
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Re: Rewards Out There 03 (Jun 16 - Dec 18)

Postby winston » Thu Jan 11, 2018 4:19 pm

These are the Top Two Sectors to Play This Year

by TOM GENTILE

Source: Power Profit Trades

https://powerprofittrades.com/2018/01/t ... 8#deeplink
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