Investment Strategies 05 (Nov 23 - Dec 26)

[behappyalways]

"The biggest pressure on U.S. stocks in the short term is rising yields?"

25.01.16【豐富│財經起床號】黃詣庭談「短線美股最大壓力在殖利率衝高？」

https://m.youtube.com/watch?v=l1oOxFRjGoo

[winston]

Trump 2.0, what’s actually going to happen?

Some of the burning questions include:

1. Will tariffs reignite inflation?

2. How will the Federal Reserve respond?

3. Can Trump get more tax cuts?

4. Can Trump lead the charge to beat the rest of the world in AI, electric vehicles, and crypto?

5. How will the world respond to the huge change in America’s global politics?

6. Can Elon Musk and the Department of Government Efficiency (DOGE) really reduce the size of the federal government by $2 trillion? What will be the effects of that?

7. What fights are going to happen in Congress? Remember, Trump was impeached twice in his first term.

Source: Investor Place

[winston]

Trump 2.0

by Louis Navellier

If Trump can get manufacturing going, we are at 4% GDP growth…

If he gets a “peace dividend” by ending the conflicts in the Middle East and between Russia and Ukraine, we are at 5% GDP growth…

And if he can make the government more efficient, then we may even briefly hit 6% GDP growth.

Source: Market Place 360

[behappyalways]

"Trump's tariffs are disrupting U.S. stocks, and it is essential to balance offense and defense!"

'25.02.06【豐富│財經起床號】黃詣庭談「川普關稅亂美股，攻防兼顧不可少！」

https://m.youtube.com/watch?v=lTvRj_DkS70

[behappyalways]

Is Trump uncertain about new investment opportunities?
Chen Fengxin reveals the timing of gold and Bitcoin’s entry into the market!

川普不確定帶來新的投資機會？陳鳳馨揭黃金、比特幣進場時機！【#風向龍鳳配】｜CC字幕

https://m.youtube.com/watch?v=Z6xb2EB83NU

[winston]

Barclays’ Altmann Says Short US Stocks for Now, Buy Europe

by Alexandra Semenova and Natalia Kniazhevich

Recommends “shorting US exceptionalism” — at least temporarily — with American stocks at historically high valuations.

The strategist has been correctly bullish on Europe over the past two months.

They were tactically overweight euro-area government bonds, pointing to expectations that the region’s growth will be hurt by any potential tariffs and ensuing retaliation.

Investors’ allocation to European equities swung to a net 1% overweight from 22% underweight, the second-largest jump in exposure to the continent in 25 years.

Investors should seek out opportunities beyond the AI trade and US shares. He also pointed to what he said are elevated long positions among hedge funds that leave US stocks in a precarious position.

“Things that have worked really well for the past two years are probably going to work less well over the course of this year,” he said.

Source: Bloomberg

https://finance.yahoo.com/news/barclays ... 15501.html

[behappyalways]

"Although U.S. stocks are near highs, the market is still looking for direction!"

25.02.13【豐富│財經起床號】黃詣庭談「儘管美股近高點，但市場仍在找方向！」

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

[winston]

Trump 2.0

by Louis Navellier

1. There will be an adverse market reaction but then I think the market will just regroup and be fine.

2. The dollar remains very strong.

3. The higher rates will attract foreign buying pressure and rates might meander just a tad lower.

Source: Investor Place

[behappyalways]

"Can Huida's financial report support the short-term weak US technology stocks?"

25.02.27【豐富│財經起床號】黃詣庭談「輝達財報能否撐起短線弱勢的美科技股？」

https://m.youtube.com/watch?v=pNBPl69lS ... ACAQ%3D%3D

[behappyalways]

Trump Cabinet’s calculations: Farewell to the strong dollar, investment trends change, who will be the next winner?

CC字幕｜川普內閣的盤算：告別強勢美元，投資風向轉變，誰是下一個贏家？【Yahoo TV ＃風向龍鳳配】

https://m.youtube.com/watch?v=tGLT_43H8BI