Insider Trades: Notable Buys and Sells by Significant Shareholders, Executives and Directors
(UNH) - Analyzing UnitedHealth Group's Short Interest
Moderna Continues to Be the Most Shorted Among S&P 500 Healthcare Stocks in October
Least Shorted S&P 500 Stocks in October
UnitedHealth Stock Up 12.7% YTD: Is Its Premium Valuation Justified?
Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.
According to the disclosure of the Securities and Exchange Commission (SEC) in the USA, Wall Street financial giant JPMorgan has submitted the Form 13F of US stock holdings for the third quarter ending on September 30, 2024.
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.
"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.
"Trump trade" remains popular, but how much longer 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.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Express News | Lone Pine Capital Cuts Share Stake in UnitedHealth by 13% to 821,900 Shares
UnitedHealth's Optum Defends Multi-Billion Dollar Amedisys Deal, Ensures Competitive Landscape
Express News | Coatue Management Cuts Share Stake in Novavax Inc by 15.3% to 2.2 Mln Shares
Express News | Coatue Management Reports Share Stake of 196,000 Shares in Blackstone
Express News | Coatue Management Dissolves Share Stake in UnitedHealth
Dow's 111-Point Drop Led By Losses For Salesforce, Cisco Stocks
UnitedHealth (UNH) Up 6% Since Last Earnings Report: Can It Continue?
Medicare to Adjust Disputed Star Rating Measure: Bloomberg News
Is UnitedHealth Group (NYSE:UNH) A Risky Investment?
The Zacks Analyst Blog UnitedHealth, Bank of America and SAP SE