Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

24.10.09【豐富│東南西北龍鳳配】Pt.3 美國的經濟訊號混亂！該怎麼解讀？
https://m.youtube.com/watch?v=HZPteroBptk

[behappyalways]

"U.S. stocks fluctuate at high levels, waiting for financial reports and the election"

24.10.24【 豐富 | 財經起床號】黃詣庭談「美股高檔震盪，等待財報與大選」

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

[winston]

3 Stock Trends to Ride in 2025 and Beyond

by Andrew Rocco

Trend #1: China, a Monumental Policy Shift
Trend #2: Nuclear Will Power the AI Revolution
Trend #3: Bitcoin’s Moment

Source: Zacks

https://dailytradealert.com/2024/10/28/ ... nd-beyond/

[behappyalways]

Widow trading counterattack, U.S. debt rebounds after election?!
Trump counterattacks, gold dollar rises?!

寡婦交易逆襲 美債選後強彈?! 川普逆襲戰 黃金美元漲聲起?!｜20241025｜‪‪‪‪‪@inewsplus

https://m.youtube.com/watch?v=JE4-jd0y9Ec

[winston]

<Research>CCBI: Mkt Already Seems to Be Trading on Expectation of Trump Victory

Based on the performance of Bitcoin, treasury bonds and the stock market, the market is already trading on the expectation of a Donald Trump victory, and if Trump actually wins the US presidential election, some room for the Trump trade will remain in the short term, but odds are that it will peter out in a month or so, CCBI released a research report saying.

The market will quickly turn its attention to other post-election information, including results from US equity giants, US economic data, the November Fed monetary decision and potential stimulus package from China.


Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

Amid all the US election noise, investors need to keep calm

In a presidential race that is still too close to call, any investment positioning will be mere speculation

Under another Trump administration, the future is deeply uncertain. He is a one-move chess player who can’t think ahead.

Former cabinet members who served under him see him as a mercurial bully who makes up and then abruptly changes his mind.

His policies on immigration, tariffs, taxes and debt are inflationary.

On foreign policy, pulling out of Ukraine or the North Atlantic Treaty Organisation could lead to an expansion of Russian influence in the Middle East.

If Israel is seriously threatened, the US might have to put more boots on the ground. The dangers of the law of unintended consequences loom large.

The so-called Trump trades, loosely related to his erratic pronouncements, include oil, bitcoin and defence. They have already gone up in anticipation as have bond yields and gold – reflecting his inflationary policies.

Source: SCMP

https://www.scmp.com/opinion/world-opin ... pe=section

[behappyalways]

"The US election is over and the market returns to its essence"

'24.11.07【 豐富 | 財經起床號】黃詣庭談「美國大選落幕 行情回歸本質」

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

[winston]

Unlocking Stock Market Success: Why You Should Embrace the Skew

By C. Thomas Howard

If we apply the 95% confidence interval often used in statistics, this implies that an individual stock’s return could vary by roughly +/- 100% in a given year. This is huge. Essentially, an individual stock could double or lose all its value within 12 months.

Over the long run, 55% of US stocks underperformed US Treasury Bill returns.

The most common outcome for individual stocks was a 100% loss — complete failure.

If returns are largely zero in the short term, highly volatile in the medium term, and risky in the long term, why would anyone invest in stocks?

While the downside for any stock is capped at a 100% loss, the upside is theoretically unlimited.

The long, positive tail is what produces the outsized returns that more than make up for the smaller, frequent losses.

Source: CFA Institute

https://blogs.cfainstitute.org/investor ... -the-skew/

[behappyalways]

Trump 2.0! Dow Jones soars. U.S. bond yields rise, Bitcoin breaks $75,000

川普2.0! 道瓊瘋漲.美債殖利率升 比特幣破7.5萬美元｜秦綾謙｜FOCUS全球新聞 20241107 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=i7oBSnppWLM

[winston]

Investor’s dilemma: to buy or not to buy

Make a watch list of stocks you want to own; buy a little at the start; and if there is a better value point in the future, add the stock again

by Chin Hui Leong

Source: Business Times

https://www.businesstimes.com.sg/wealth ... or-not-buy