The U.S. stock market is thriving, yet the demand for hedging against market crashes has surged!
Trump's policy risks make investors restless.
Tesla is caught in a subsidy storm; how will Musk break through California's new policies?
Trump plans to cancel federal electric vehicle subsidies, while California has proposed to restart state subsidies in response, but may impose restrictions on Tesla, shocking the market.
Beware of inflation rising again! Goldman Sachs outlook for global investment in 2025: US stocks are too expensive and under-allocated, gold remains the best hedge option
Considering the prospects of upside risks such as Trump's tariffs, geopolitical tensions, etc., Goldman Sachs recommends investors to maintain a moderate pro-risk stance in asset allocation, while balancing in a multi-asset investment portfolio: reducing the allocation of highly concentrated and overvalued US stocks, focusing on Asian stocks such as Japan, short-term government bonds, US dollars, and gold which remains the best hedging tool.
Daily options tracking | The Black Friday shopping craze is coming! Multiple call orders on amazon have made over 3 times profit; this month has accumulated nearly 37% growth! The call options for gamestop have surged to 83%, and call orders are being hot
MSTR fell over 12% again, retracing nearly 35% from its high. Overnight, there were 0.72 million options contracts traded, with the call ratio dropping significantly to 53.6%. Among them, put options with a strike price of $250 expiring on November 29 witnessed capital inflow, with nearly 0.02 million contracts traded.
The hottest concept of American stocks since November: quantum computing.
Recently, the concept of quantum computing has become popular, with leading quantum computing stocks in the U.S. doubling in price, and Quantum rising 523% in a week. IonQ predicts that by 2030, the quantum computing market size will grow to 65 billion dollars, and by 2040 it will rise to 850 billion dollars.
Trump's tariff stick shocks the market, General Motors falls 9%, how do Ford and others escape it?
Trump's tariff policies impact the North American auto industry, general motors' stock prices plummet, while Ford's 'made in the usa' global strategy has less effect.
Trading reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close three hours early on Friday.
November 28 (Thursday) is the Thanksgiving holiday in the usa, and the US stock market will be closed for one day. November 29 (Friday) is the day after Thanksgiving, and the US stock market will close three hours early.
Wells Fargo & Co: The US stock market can rise another 10%, but investors should avoid this sector!
wells fargo & co strategist predicts that the stock market will continue to perform strongly next year, but not all sectors are expected to rise.
The strong rise in US stocks has set off a wave of IPO recovery, shining a new light on private equity investments.
A new analysis from data provider PitchBook shows that last year, the exit value of companies backed by acquisition companies in the usa was only 8.7 billion dollars, far below the pre-pandemic average of 45.1 billion dollars. Factors affecting the entire IPO market—high interest rates, macroeconomic uncertainty, and rising geopolitical risks—have created a challenging environment for private equity-backed companies.
Michael Saylor's MicroStrategy Plunges 23% In 5 Sessions While Bitcoin Slips Under 6%: Gary Black Quips 'Don't Say I Didn't Warn You'
Heavy data meets low trade volume, the market will welcome an "exciting" day!
This combination may lead to high volatility. If the data slightly falls short of or exceeds expectations, the market will react sharply, and there may even be instances of mispricing.
The bull market continues! Morgan Stanley projects that the US stock market will reach 6,500 points by the end of 2025, with a focus on quality cyclical stocks.
Daiwa believes that the s&p 500, represented by high-quality stocks, will benefit from the Fed's rate cut cycle, stabilization of business indicators, policy mix, and uncertainty in economic data. However, considering that specific policies have not yet been introduced, U.S. stocks have been severely overbought, and next year's market is unlikely to "rise in a straight line," the key will be to see the Trump administration's measures in cutting fiscal spending.
Jack Dorsey, Larry Ellison Among Elon Musk's Twitter Backers Set To Gain Windfall From XAI Deal
Forex Today: Market Focus Shifts to US Data Dump Ahead of Thanksgiving Holiday
US Core PCE Inflation Set to Hold Steady, Raising Doubts on Further Federal Reserve Rate Cut
Wall Street was not unprepared! Trump has not yet taken office, but "Twitter governance" has already begun.
① Although Trump's primary platform for social media expression may have shifted back from Twitter to his own platform, Truth Social, his habit of "governing through Twitter" has clearly not changed; ② This has led many Wall Street institutions to register for Truth Social accounts early, both before and after the election results were announced, and considering it as a precautionary measure in their strategy tracking models has proven to be a worthwhile effort!
OpenAI's Sora Video Model Leak Exposes Deep Rift With Artists — Unpaid R&D, PR Puppets, And Content Approval Fury: What You Need To Know
The next nominee for the usa trade representative has been revealed: a long-time protégé of the operator of the "Trump Tariffs 1.0."
① Trump nominated Greeley as the usa Trade Representative. If confirmed by the Senate, Greeley will be responsible for tariff policies and trade agreement negotiations; ② Greeley is the chief of staff and long-time protégé of Trump's former Trade Representative Lighthizer.
Express News | The judge stated that the trial of the Google search antitrust case will not be postponed due to Trump appointing officials to the Department of Justice.
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.