Wall Street Struggles For Direction, Tesla Flirts With Record Highs, Bitcoin Tumbles Below $95,000: What's Driving Markets Tuesday?
Which Subsectors to Own and Which to Avoid – Wolfe Research
Charlie Munger's 20 most classic quotes tell you not to be "busy without purpose" and not to be "busy being poor."
Treasure time: Do not spend time feeling the betrayal of humanity, but rather spend time adjusting and adapting, transforming from a victim into a survivor.
Trump's return ignites hope, the confidence Index of small businesses in the USA hits a three-year high.
① In November, the USA's small business confidence Index rose to 101.7, the highest since June 2021; ② Owners expect tax and regulatory policies to benefit economic growth and ease inflation pressure, with 14% of respondents believing that now is a good time to expand their Business; ③ Analysts warn that the expulsion of illegal immigrants and the imposition of tariffs may increase small business costs and suppress overseas sales, with a high risk of rapidly deteriorating sentiment.
US Small Business Optimism Hits 3-Year High As Election Results 'Signal A Major Shift'
BofA Sees a 'Tactical' Dip Risk in the S&P 500
Stocks: The Correction Has Arrived – What Lies Ahead?
What will drive the ROI of U.S. stocks in the next decade? Trillions in buybacks may become the main force.
If the stock market's gains in the next few years are disappointing, record buybacks may become an important buffer for total returns.
U.S. Stock Outlook | The three major futures are mixed, Citigroup predicts the S&P 500 could reach a high of 6900 points next year; Chinese concept stocks and ETFs are generally down in pre-market trading, with YINN falling over 11%.
NVIDIA responds to being investigated: happy to answer any questions regulators have for us; demand for AI Chips is driving growth! Taiwan Semiconductor's sales in November saw a year-on-year increase of 34%, but a quarter-on-quarter decline; deficits are concerning! Bond giant Pimco: cut positions in long-term US Bonds, shifting to medium-term bonds and overseas bonds.
Applied Optoelectronics Cut by B. Riley on Elevated Valuation
Inflation may rise again next year! Will the Federal Reserve have to slow down the pace of interest rate cuts?
The market may have underestimated the possibility of inflation rising again, and the Federal Reserve may slow down its interest rate cuts in 2025, or even begin to raise interest rates...
The calm before the storm! The year 2025 may be the quietest year for Trump 2.0.
Trump won a second term in the White House because he promised to "burn down" the existing order.
CICC: How much room is left for U.S. stocks?
Against the backdrop of the USA elections concluding, the rise in Trump's Trade, and the US stock market reaching new highs repeatedly, the performance of the US stock market for the third quarter has also been fully disclosed.
Citi's outlook for 2025: The S&P 500 could reach a maximum of 6900, and the Federal Reserve's interest rate cut cycle will not be interrupted.
Although Citibank strategists are also bullish on the US stock market, they are concerned about the high valuation starting point.
Daily Options Tracking | NVIDIA is under antitrust investigation, large investors hedge against a decline with $60 million; Chinese concept stocks options trading surges! Multiple call options for Alibaba profit 7 times.
Palantir fell more than 5% overnight, with an intraday fluctuation of up to 10%. The Options Chain Volume and implied volatility both increased, and the Call ratio slightly decreased to 56%. On the Options Chain, the highest trading volume of call options expiring this Friday with a strike price of $80 approached 0.055 million contracts.
US stock digging for gold | Apple stocks hit a new high! Total market value reached 3.73 trillion USD; Morgan Stanley suddenly turned Call, and "USA forum" Reddit has cumulatively increased by over 390% since its listing.
Apple's stock rose by 1.61%, reaching a new all-time high, reclaiming the title of the largest company by Market Cap globally; "Reddit" rose by 2.71%, closing at $167.17. Since the stock debuted on the US stock market at $34 per share in March, it has increased by more than 390%.
2025 Investment Indicator: Why have mid-cap stocks become potential new stars?
Amid the high valuations of large-cap stocks and the high risks of small-cap stocks, mid-cap stocks are showing unique appeal.
How expensive are U.S. stocks exactly.
UBS Group believes that the valuation of the US stock market is indeed somewhat high, but not excessively so. There are four major supporting factors behind this: stock market valuations tend to rise during non-recession periods, the proportion of technology companies in the US stock market has increased significantly, the improvement of companies' cash flow, and the current decrease in capital costs.
Institutions warn: U.S. stocks may enter a bear market in the first half of next year!
Analysts warn that these three growing trends pose a significant threat to the bull market in the U.S. stock market over the past two years...
Are U.S. stock valuations excessively high and at risk of plummeting? The ubs group presents four major reasons to prove that current prices are very reasonable!
① UBS Group believes that the high valuation of US stocks is reasonable and may continue to rise next year; ② The dominance of technology stocks, improvement in cash flow, and lower discount rates explain the reasons for the high valuation of US stocks.