$CIVMEC LIMITED(P9D.SI)$ Is it time to sell? EV demand heats up, but with lithium spot price stabilizing in July I don't see it spiking up to 2022 highs. Can Civmec continue to grow? Or is its recent major contract for the Rio Tinto Western Range Project in the Pilbara region the peak? The market looks undecided now. While it seems like mining companies are ramping up production, there are still signs of a slowing economy. If a economic downturn hits, expect the mining companies to be greatly affected.

Last week, there was a certain degree of discrepancy in the two employment data released by the United States. Thursday, the ADP Non-Farm Employment Change data greatly exceeded expectations. After seasonal adjustment, private sector employment increased by 497,000 in June, more than twice the market's expectation of 225,000 and far surpassing the previous value of 278,000. It marked the largest monthly increase since July 2022 and significantly heightened market anticipation for the non-farm employment report to be released on Friday. However, the non-farm data did not turn out as strong as anticipated. The newly added non-farm employment in the report released on Friday unexpectedly declined to 209,000, reaching a two-year low. Nevertheless, the unemployment rate slightly decreased as ex

Another chance at more coins...

How to trade in second half of 2023  The following information provides a general view of the bull and bear perspectives for the second half of 2023 in the US stock market, but it does not guarantee future market performance. Please do your own due diligence.  Bull View: Economic Growth: The bull case for the US stock market in the second half of 2023 revolves around continued economic growth. If the economy remains robust, with positive GDP growth, low unemployment rates, and rising consumer confidence, it can drive corporate earnings and support stock prices. Fiscal and Monetary Policies: Accommodative fiscal and monetary policies can be favorable for the stock market. If the Federal Reserve maintains a dovish stance by keeping interest rates low and continuing its asset p

In the last week of the first half of the year, the US stock market reached a new high, with $Apple(AAPL)$ surpassing a market capitalization of 3 trillion dollars, becoming the main driving force behind the market's rise. However, excellent macroeconomic data may be the primary reason for investors' sustained optimism.Two revised financial indicators have further improved the situation: Q1 US GDP, with a quarterly annualized growth rate revised from the previous 1.3% to a final value of 2%, far exceeding the market's expectation of 1.4%; and Q1 US Core PCE Price Index, with a slight downward revision in the quarterly annualized growth rate to 4.9% from the previous 5.0%, and a slight downward revision in the quarterly annualized growth rate to 4.

1. MAJOR INDEXES RETURNSThe major U.S. stock indexes regained the ground they had lost the previous week and then some, as generally positive economic data lifted the $S&P 500(.SPX)$ , the $NASDAQ(.IXIC)$ , and the $Dow Chemical(DOW)$ more than 2% each. For the $NASDAQ(.IXIC)$ , it was the ninth positive week out of the past ten.  The $S&P 500(.SPX)$ and the $NASDAQ(.IXIC)$ both gained nearly 7% to record their fourth positive month in a row. The Dow climbed nearly 5% and posted its best month since November 2022. U.S. st

S&P500 Weekly Chart Analysis - Bear Flag Full Retrace to 4812!! Background - 3 Jan 2022 was the high for S&P500! = 4815 - Bear Flag from then to the bottom on 10 Oct 2022 would give rise to Fibonacci Retracement to 2 key Fibonacci levels Fibonacci 38.2 - This is often a level where if the price action do not get back above, bear flag will play out with a collapse  Fibonacci 61.8 - This is often referred to the golden level at which if climbed above, there is a good likelihood there will be a full retrace to the start of the bear flag ==> Back to S&P500 4815! Point of no return - The dead set line which is broken above will almost always full retrace and that is Fib 78.6 at 4550! So, take your pick. As long as we stay above 4300 and 4160! Clear as mud! Good luck, a

Thanks to Tiger for awarding the weekly top predictions for QQQ last week. Secured 16% gain from the Tech ETF on the final trading day of the first half. Join me for the ride into the remaining half of the year with amazing gain! 😎 In a stunning day for the U.S. stock market characterized by Apple Inc‘s (NASDAQ:AAPL) surge back to a $3 trillion market cap, the Nasdaq 100 Index marks a triumphant journey, putting it on track to finish the quarter with a remarkable 39% gain. This half-year performance is the second-best in the index’s history, dating back to its inception in 1985. Investors and tech enthusiasts are taking note of an astounding rally, with the Nasdaq fully recouping the losses caused by the 500 basis-point rate hikes that the Federal Reserv

Thanks to Tiger for awarding the weekly top predictions for SPY once again. 63% profit from taking SPY calls on the last day of June as anticipated. Looking forward to greater gains in the second half of 2023 starting next week! 🤑 The S&P 500 has risen 15.9% this year to 4,450.38, but we're actually in a bull market, with a 24% gain from the 2022
closing low of 3,577.03 on Oct. 12. (One definition of a bull market is a 20% price increase for a stock index.) Although a pullback is likely to come over the short-term, especially heading into the Federal Reserve’s next decision on interest rates scheduled for July 25 and July 26, a continuation of the bullish cycle could continue into the end of the year. Take the stairs next? The S&P 500 gapped up 0.59% to start the trading day on F

Title: Bear vs. Bull: Analyzing Investor Expectations in H2 2023 Introduction As we enter the second half of 2023, investors are contemplating the future direction of the market, seeking insights into whether the bear or bull sentiment will dominate the investor landscape. With a range of factors impacting market dynamics, it's important to examine key indicators and trends to gauge investor expectations for the remainder of the year. Bearish Sentiment Factors Several factors contribute to the bearish sentiment prevalent among some investors. Rising inflation concerns have been a recurring theme, fueled by global supply chain disruptions and accommodative monetary policies. The fear is that persistent inflation could erode purchasing power, impacting consumer spending and corporate profita

Investing in the banking industry in America can be both good and bad, depending on various factors and individual investment objectives. Here’s a brief analysis: Valuations of the banking sector: The valuation of the banking sector is influenced by several factors, including interest rates, economic conditions, regulatory environment, and profitability. Historically, banking stocks have been valued based on metrics such as price-to-earnings (P/E) ratios, price-to-book (P/B) ratios, and return on equity (ROE). It’s important to evaluate these indicators to assess the attractiveness of the sector. Rising debt in America: The rising debt in America can have implications for the banking industry. On one hand, banks can benefit from increased lending activities as individuals and businesses se

All 23 US banks that participated in a new Federal Reserve stress test (Full PDF )would be able to withstand a severe global recession, demonstrating the strength of the biggest financial institutions at a time when the banking industry still is on uncertain ground.1. One of the toughest tests ever.According to the news previously revealed by the Federal Reserve, this year's stress test scenarios include unemployment rising to a peak of 10%, commercial real estate prices plummeting 40%, house prices falling 38%, and short-term interest rates falling to almost zero. Therefore, this test is considered One of the toughest tests ever.Source: federalreserve.govSpecial notes, the test

Richard Koo has been one of my favorite macro thinkers. I have always believed that his thoery on balance sheet recession will prove to be extremely relevant for China one day. Yesterday he gave an extraordinary speech on China's Japanification risk. Let's see some takeaways.1. China is likely to enter a painful balance sheet recession that may take many years to recover.2. China should not waste time on monetary policy and structural reforms. Instead, it should concentrate its efforts on fiscal stimulus to keep the economy running.3. What's particularly unveiling is that the Chinese corporate sector has already stopped borrowing since 2016, even before the bubble burst (nonfinancial corporate debt as % of GDP has stopped growing).4. Koo is confused and intrigued by the phenomenon in No.3.

As investors navigate the ever-changing landscape of the financial markets, the question of whether the second half of 2023 will favor the bears or the bulls becomes a focal point of discussion. While no one can accurately predict market movements with certainty, this essay aims to analyze key factors and provide an assessment of the potential outlook for the second half of 2023. It is important to note that this analysis is based on current information and market trends, but unforeseen events can significantly impact market dynamics. 1. Economic Growth and Recovery: One crucial factor influencing market sentiment in the second half of 2023 will be the pace of global economic recovery. As economies rebound from the impact of the COVID-19 pandemic, the degree of economic growth and the eff

Slowly ending it with a good ending like a happy ending if you know what I mean press like for a happy ending

Yesterday, 5 stocks - $Palo Alto Networks(PANW)$, $Eagle Materials(EXP)$, $W.W. Grainger(GWW)$, $Snap-on(SNA)$, and $Eli Lilly(LLY)$ - hit all-time-high.1. $Palo Alto Networks(PANW)$ reached $253.51Palo Alto Networks, Inc. provides cybersecurity solutions worldwide.Like we have mentioned in the new high concept of SaaS, this sector are well-positioned to shape the evolution of the tech industry by integrating Generative AI into their product roadmaps. Their access to large amounts of data gives them a competitive advantage and strengthens t

1. $S&P 500(.SPX)$ Technical Points ForecastsRecommend to read: H2 2023 Outlooks | Reasons on Slow Bull vs. Bear of S&P 500As of post, the $S&P 500(.SPX)$ retreated from its approaching August 2022 peak. Because of the previous excessive pull-up, the retracement recently is considered healthy. And $S&P 500(.SPX)$ is still in its weekly and monthly upward trend.However, see from the daily chart, According to Axel Rudolph, senior analyst at IG, he pointed out: "In fact, we can see a small rising wedge structure on the daily chart, which may indicate that at least a short-term top

$NIO Inc.(NIO)$  more ups