Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

"Strong rebound after sharp decline, what to watch in the US stock market outlook"

24.08.15【豐富│財經起床號】黃詣庭談「急挫後強勢反彈 美股後市看點」

https://m.youtube.com/watch?v=AFd66crOqVI

[behappyalways]

A good watch especially from 39:35...if the reversal of carry trade is due to differential in rates between Japan and US. Even if Japan stops raising rates for fear of market turmoil but what happens when US lowers rates ..

24.08.13【豐富│東南西北龍鳳配】Pt.1「套利交易」真的結束了嗎？
https://m.youtube.com/watch?v=XlFpLaa_agw

[winston]

These Stocks Are Poised to Outperform

by Alexander Green

In short, historical outperformance, low valuations and a looming rate cut, all point to microcaps as the asset class that should deliver the greatest outperformance in the months ahead.

Smart investors will position themselves now for the turnaround that almost certainly lies ahead.

Source: Wealthy Retirement

https://tradesoftheday.com/2024/08/20/t ... utperform/

[winston]

Do This for Higher Short-Term Returns

by Alexander Green

Don’t look for bargains in the stocks making new lows. Look instead for opportunities in the stocks making new highs.

It seems counterintuitive to many, but decades of research have shown that the stocks that reward investors with the biggest short-term returns are the ones that are already the strongest price performers.

Market outperformers are generally companies that have outstanding sales and earnings growth, a durable competitive advantage, and increasing ownership by mutual funds, hedge funds and other institutional investors.

Asset Allocation is responsible for 90% of their long-term return.

Contrarian asset allocators are now piling into the Russell 2000 index.

The Russell 2000 barely eked out a positive return in the first half.

Yet if you look for rapidly growing companies in this asset class, you’ll be surprised by the short-term gains they can deliver.

Source: The Oxford Club

https://dailytradealert.com/2024/08/22/ ... e_vignette

[behappyalways]

"U.S. stocks are approaching highs. Are you looking forward to the central bank's annual meeting to deliver more profits?"

24.08.22【豐富│財經起床號】黃詣庭談「美股逼近高點 期待央行年會放利多？」

https://m.youtube.com/watch?v=y8-wcB-StCQ&t=99s

[behappyalways]

"The U.S. stock market has a dark start in September. Pay attention to several key points!"

'24.09.05【豐富│財經起床號】黃詣庭談「美股九月開門黑，幾個關鍵時點要留意！」

https://m.youtube.com/watch?v=Oor5Cn1QATo

[behappyalways]

"The fierce battle in the US presidential election, is it inevitable that the stock market will fluctuate?"

'24.09.12【豐富│財經起床號】黃詣庭談「美總統大選激戰 股市震盪難免？」

https://m.youtube.com/watch?v=K69_wfFOssU

[behappyalways]

Will the US Federal Reserve cut interest rates by two percentage points, good news or bad news?
The U.S. economy has reached a fragile crossroads!

美國聯準會降息兩碼 利多還是利空？陳鳳馨：美國經濟來到脆弱的十字路口！【Yahoo TV】

https://m.youtube.com/watch?v=RtgbRrCU9Tc

[winston]

Investing in a bubble

Should investors just sidestep the bubble, short it or ride it, with or without safety belts?

by Ching Poy Seng

The Internet bubble lasted for quite a period from 1995 to 2000.

If we are in a bubble, are we in the early or late phase of one?

If you use a trend-following approach and your stock’s price is below the trend, sell. You can always buy the stock back later if the stock price rises above the trend again.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... ing-bubble

[behappyalways]

A good read....

Interview With Michael Howell, CrossBorder Capital
https://fnarena.com/index.php/2024/10/0 ... r-capital/


We still have three months left
https://x.com/AyeshaTariq/status/1842241121331659229