The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Latest crypto news | Bitcoin maintains a high of $88,000; several analysts estimate that Bitcoin could break $100,000 by the end of the year, bringing a new prosperous period to the virtual assets market.
According to Hong Kong media reports, hkex will launch the Hong Kong exchange virtual assets index series today. This index series will provide transparent and reliable real-time pricing benchmarks for bitcoin (BTC) and ethereum (ETH) in the Asian time zone, offering a unified reference price for virtual assets and resolving price differences between global exchanges.
Net inflow/outflow of BTC/ETH spot etf on November 14.
Yesterday (November 14), the USA bitcoin spot etf had a net outflow of 0.4007 billion USD; the USA ethereum spot etf had a net outflow of 3.2 million USD.
Sell off the Federal Reserve gold reserves, buy 1 million bitcoins! Trump ally proposes bold plan
Trump's Senate allies suggest selling the Federal Reserve's gold reserves to purchase 1 million bitcoins, establishing a bitcoin global strategy reserve.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
The heat of the 'Trump trade' is still on, but how long can it last?
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades
Elliott Investment Management 13F Shows Exited Position In Marathon Petroleum, Previously Holding 7,365,000 Shares; Ishares Biotechnology ETF Put Position, Previously Holding 2,800,000 Shares; Invesco S&P 500 Equal Weight ETF Put Position, Previously...
Druckenmiller's Duquesne Closes Some Media Holdings, Loads Into Regional Banks, Among Q3 Trades
Shares of Crypto-related Stocks Are Trading Lower Amid a Drop in Bitcoin.
Core Scientific Analyst Ratings
Dogwifhat Up 70% In 7 Days Can Its Coinbase Listing Trigger A Shiba Inu-Like 1,800% Rally?
7 Financials Stocks Whale Activity In Today's Session
10 Information Technology Stocks Whale Activity In Today's Session
'Pepe's Best Friend' Brett Guns For Shiba Inu's, Dogecoin's Rival Dogwifhat With 14% And Coinbase Listing Speculation
Bitcoin has risen to become the 7th largest mainstream asset in the world! When is the best time to buy? What other investment opportunities are there in the Hong Kong and US stock markets?
With the push of the news of Trump's victory, the market has become more optimistic about the future of bitcoin. In addition to the election, what are the other factors currently driving the rise of bitcoin? When is a better time to buy bitcoin? Besides bitcoin, what other assets can be involved? This article will explain one by one to mooers.
U.S. Stock Market Preview: PPI data higher than expected, s&p 500 futures turn lower; strong performance! Disney pre-market up over 9%, Netease up nearly 5%
Federal Reserve Governor Kugle: Must focus on both inflation and employment targets; Uncertainties increase in the prospect of rate cuts, Federal Reserve officials urge cautious action; taiwan semiconductor rose more than 1% before the market, institutions expect the full load of operation of 3 and 5 nanometers to be maintained in the first half of next year.
US Futures Marginally Up As Investors Process Inflation Data Ahead Of Jerome Powell's Speech On Economy: Expert Says Fed Should 'Continue Recalibrating To Neutral' On Softer Inflation
Daily options tracking | Cryptos concept stocks strengthen again before the market opens! MSTR's volatility has been rising for several days; amazon hits a historic high! Call options within the week have doubled their profits.
Claiming to be a "SpaceX competitor," Rocket Lab surged 28% after earnings, with options volume skyrocketing threefold month-on-month to 0.4 million contracts. Call options accounted for 76.5%, among which the call options expiring this Friday with a strike price of $20 were the most active, with a volume exceeding 0.02 million contracts, and several call options saw premiums increase by over 200%.