The article by Ray Dalio on LinkedIn titled "What's Coming: The Changing Domestic and World Orders Under the Trump Administration" discusses the anticipated changes in policy and approach under a second Trump administration. Here are the key points: Domestic Policy Reforms: Trump's approach is likened to a corporate raider executing a hostile takeover, aiming for efficiency and productivity in government operations. This includes significant changes in personnel, reduction of costs, and integration of new technologies. The focus will be on industrial policies to enhance productivity, potentially at the expense of environmental concerns, poverty alleviation, and social equity issues like diversity, equity, and inclusion (DEI). Economic and Financial Policies: There will be a push towards bu

$Amazon.com(AMZN)$ Someone explain market movements. If a company has strong earnings, raises guidance , breaking profit records, breaking analysts expectations , why does the stock go down dramatically, if it’s in an industry such as retail, cloud, and AI ? Why a $10 drop.Such was 2021 to 2022 when AMZN was $185 and fell to $80 as the NAZ did the same thing that year was 16,000 fell 6000 points to 10,000. Now banks, airlines, oil, all went down with the market, yet AMZN continued to grow and make money while losing 100 points makes no sense[Lovely][Lovely][Lovely]

Market Outlook of S&P500 - 18Nov24 Observations: The MACD indicator is about to complete a top crossover. This implies a potential downtrend coming up. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. Both MA50 and MA200 lines are below the last candle. Thus, it could be read as bullish for both the mid and the long-term. The 3 Exponential Moving Averages (EMA) lines are on an uptrend but looks to converge soon. This implies a potential change of the current trend. Chaikin’s Monetary flow (CMF) shows a downtrend. This implies more selling momentum than buying. The CMF seems to be moving sideways - applying similar momentum by both buyers and sellers. From the 18 indicators, 9 point to a “Buy” rating (using daily intervals) and 9 point to a “Sell” rati

Public Holidays There are no public holidays in Singapore, Hong Kong, America, or Singapore in the coming week. Economic Calendar (18Nov24) Notable Highlights S&P Global US Manufacturing PMI. The last update came in at 48.5, indicating a contraction in the manufacturing sector. S&P Global Services PMI is expected to expand following a strong previous showing at 55.0. Philadelphia Fed Manufacturing Index is a good reflection of the manufacturing sector. Existing Home Sales is a good reference for real estate’s health. Initial jobless claims will be announced. The Federal Reserve uses this as one of the key macro data references as it balances inflation and employment in the economy. Crude Oil Inventories can be seen as forward indicators of market demand and consumption. If the tren

$Amazon.com(AMZN)$ 190 to 200 after earnings200 to 210 after Trump's victory210 to 220 after the next 0.25 rate cut[Grin][Grin][Grin]I believe it’s a good stock for long term investment!!!Getting stronger everyday. Two days left to trade this week can we clear $220

Hello everyone! Today I want to share some macro analysis with you!1.After the release of today's CPI data, gold rose in the short term, but it still could not break through the key resistance of 2620! XAUUSD sell orders continue to make profits! Gold will continue to fall in the short term! Waiting for the arrival of 2547! Have you entered the sell market? $XAU/USD(XAUUSD.FOREX)$ $Gold - main 2412(GCmain)$ 2.XAUUSD continues its strong downtrend as sell orders continue to take significant profits! Bears are coming! Sell orders continue to be traded today! If 2547 breaks down along the way, gold will reach the next support near 2525-20!Follow me to learn more about analysis!!

News and my thoughts from last week (11Nov24) Image Spending within our means is basic prudence. It's not just about what is accomplished but how it is managed. What we need is a realistic mix of news so that we can best navigate and take advantage of the different opportunities presented. Image The average American household spends $270 a week on Groceries - X user Visual Capitalist Supply chain has always benefited from global crisis. Coming to first principal, we must be ready to change on my when a different set of key information is presented. Thank you The All in Podcast and Chamath Container ships continue to line up outside Canada’s busiest import gateway as carriers wait for a lockout of union longshore employees to end. - FreightWaves The mortgage rate has risen by nearly 1% sinc

Public Holidays There are no public holidays in Singapore, Hong Kong, America, or Singapore in the coming week. Economic Calendar (11Nov24) Notable Highlights Consumer Price Index (CPI) should be the most watched macro news for the coming week. CPI is typically the indicator used to capture inflation. We are expecting CPI YoY to be 2.4%. This should bring some volatility to the market as this will form of Fed’s considerations coming to the next interest rate adjustment. PPI shows the inflationary pressures that affects producers. If this figure goes up, there is a good chance that the producers would pass on the inflation they faced onto the consumers. Core Retail Sales and Retail Sales figures will be released in the coming week. This is a good indication on consumer demand. Initial joble

Commercial Real Estate Crisis? The delinquency rate on commercial mortgage-backed securities (CMBS) for offices spiked to 9.4% in October, the highest in 11 years. The delinquency rate of office CMBS loans has now risen by 5 TIMES over the last 2 years. Delinquencies are officially rising at a pace only seen after the 2008 Financial Crisis. This puts the office CMBS delinquency rate on track to surpass an all-time high of 10.3% seen in July 2012. Meanwhile, the overall US CMBS delinquency rate rose to 6.0%, the most since the 2020 pandemic. The commercial real estate crisis is real. X user The Kobeissi Letter Can the wheels come off the CMBS soon? This should be owned by the current administration. Other News: Office CMBS Delinquency Rate Spikes to 9.4%, Highest Since Worst Months after th

Hello everyone! Today i want to share some trading ideas with you!Market reactions to Trump’s presidential win 🧐• $First Solar(FSLR)$ down 13% on fears of IRA cuts -- while $Tesla Motors(TSLA)$ jumps 12% with expected EV incentives pressuring competitors.• $Coinbase Global, Inc.(COIN)$ , $T-Rex 2X Long Bitcoin Daily Target ETF(BTCL)$ , $Robinhood(HOOD)$ , $T-Rex 2X Long MSTR Daily Target ETF(MSTU)$ & $CleanSpark, Inc.(CLSK)$ up over 10% as Trump’s favorable crypto stance boosts sentiment.•