'Buybacks Drive Performance' Are Among Market Myths BofA Strategists Are Aiming to Bust

Seeking AlphaJun 29 21:00

Goldman Sachs's hedge fund business manager: It's time to reduce exposure to US stocks.

Goldman Sachs believes that the risk of a US stock market correction is increasing due to the continuing expansion of the US fiscal deficit and the excessively high market concentration. The bank urges investors to remain cautious and disciplined, and to hedge their positions through put options and other tools.

wallstreetcnJun 29 18:16

Rise of new forces! According to a report by Morgan Stanley, the proportion of retail options trading in the United States has reached a new high, favoring technology stocks.

Non-professional investors now hold a larger proportion in the US options market than ever before. They are investing a large amount of capital in short-term bets and favoring technology stocks.

Zhitong FinanceJun 29 17:04

UBS Group's latest market outlook: Downward trend in inflation and interest rate cuts will be bullish for global stock and bond markets.

Under the current economic background, there are three major trends worth paying attention to. It is expected that the US economy will achieve a soft landing, and the Chinese economy is expected to achieve a growth target of 5%. Hu Yifan emphasized a diversified and balanced investment layout to manage the downward risk.

cls.cnJun 29 16:13

Weekend reading | A precious interview with the "father of growth stock investment" Fisher: How to be a rare long-term investor?

In fact, Buffett himself has also stated that his investment style is 15% Fisher and 85% Graham.

聰明投資者Jun 29 14:19

US stocks ended the first half of the year with a 14% increase, of which 60% came from the top five technology stocks. Nvidia alone contributed more than 30%.

In the first half of the year, nearly 60% of the stock market's gains were contributed by only five technology giants - Nvidia, Microsoft, Amazon, Meta and Apple, with only Nvidia alone contributing a rise of 31%. In the second quarter, the three companies Nvidia, Apple and Microsoft contributed over 90% of the large cap gains.

wallstreetcnJun 29 12:25