Investment Strategies 04 (Apr 19 - Nov 23)

[behappyalways]

Huang Yiting talked about "the opportunities and challenges of H2 after the first half of the year"

'23.07.06【豐富│財經起床號】黃詣庭談「上半年大漲後 H2的機會與挑戰」

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

[winston]

The 'Rule of 10' can help investors identify the next big stock market winners, according to Goldman Sachs

by Matthew Fox

"Rule of 10": focuses on revenue growth above 10%.

Source: Business Insider

https://finance.yahoo.com/news/rule-10- ... 54417.html

[behappyalways]

Charts of the Week

MedTech: There’s a backlog of over 500,000 hip, knee and other joint replacements that is likely to be worked through in the years ahead.

We are beginning to see liquidity tighten again as measured by global central bank balance sheets, global M2 money supply and the balance sheet of the Feds.

Zooming in to the last year and a quarter, we can see the significant outperformance of cyclicals vs defensives.

With hedge fund gross positioning at 265.2% (according to data from JP Morgan) I would suggest that risk is elevated.

The Bank of Japan’s enormous bond purchases over the last year equal 24% of the country’s GDP.

The BoJ already owns more than half of Japan’s government debt and about 60% of the domestic ETF market.

In China, Manufacturing is in contraction, services are slowing and consumers really aren’t participating.

We also see weaker growth in the Euro Area, and particularly in Germany.

Budgets have been rising for US households, which is one reason we see a drawdown of excess savings, increased credit card debt, and more falling behind on bill payments.

https://www.macrovisor.com/p/charts-of- ... tter&sd=pf

[winston]

UBS urges investors to seek refuge in US Treasury, gold on heightened recession concern in second half

There is a strong chance of the US entering a recession, but it is likely to be mild, says Hu Yifan of UBS Wealth Management

Gold may test a high of US$2,000 an ounce in the next six months as the dollar comes under pressure from the easing of interest rate

by Zhang Shidong

Source: SCMP

https://www.scmp.com/business/china-bus ... econd-half

[behappyalways]

Huang Yiting talks about "Even if the CPI drops to the prefix 3, the Fed still wants to be hawkish?"

'23.07.13【豐富│財經起床號】黃詣庭談「就算CPI降至3字頭 Fed仍要鷹派？」

https://m.youtube.com/watch?v=9_xboI62snk

[winston]

Pain trade or same trade? Investors refuse to fold on recession bets

by Naomi Rovnick, Marc Jones and Alun John

Here are five big calls investors are now making:-
1/ STICK WITH BONDS
2/ FOMO IN FULL SWING
3/ LAND OF THE RISING YEN
4/ FRAGILE CHINA
5/ CLATTERED COMMODITIES

Source: Reuters

https://finance.yahoo.com/news/pain-tra ... 27803.html

[winston]

6 popular investment strategies of fund managers

by Dan Weil

1. Top-down investing
2. Bottom-up investing
3. Fundamental analysis
4. Technical analysis
5. Contrarian investing
6. Dividend investing

Things to consider when building an investment strategy
1. Diversification
2. Active vs. passive investing
3. Asset allocation
4. Time horizon

Source: Bankrate

https://finance.yahoo.com/news/6-popula ... 58109.html

[behappyalways]

Companies ranked based upon their market capitalizations at the start of 2023 into deciles
Then stocks in each decile divided into money-making and money-losing companies, based upon net income in 2022
https://twitter.com/AyeshaTariq/status/ ... 4124616705


Investor Resilience or In Denial: A Look Back at the First Half of 2023
https://m.youtube.com/watch?v=lp7D1fwjC ... bmlhbCA%3D

[behappyalways]

'"Analysis of the Fed's latest interest rate decision-making meeting"

23.07.27【豐富│財經起床號】黃詣庭談「聯準會最新利率決策會議解析」

https://m.youtube.com/watch?v=IXQck7eBSpg

[behappyalways]

The Weekend Edition # 98
https://www.macrovisor.com/p/the-weekend-edition-98