I didn't realize that the U.S. General Election Debate could attract the attention of top streamer Taylor Swift, but if it were in the entertainment industry, Trump would already be dead.At this juncture to do such a large section of justified publicity, obviously also brokers together to discuss the results, after all, the people in this industry know the most about the flow, but also the most understanding of "The Crowd", and even in this contrast, Elon Musk's counter-attacks also seem a little "furious!".At the end of the day, Trump's debates are really bad, but not that bad compared to his past performances - after all, he's not a "reasonable" (in the purely literal sense of the word) person - so Kamala Harris hits him on a couple of key points, and they're right on the money:Trump can

The current state of the United States economy is at the center of the market's disagreement over the "rate-cutting cycle".Some participants believe that the U.S. is on the verge of a recession, while others emphasize the resilience of the economy and continued growth.Rate cuts and recession?Current market expectations for rate cuts stem from two main directions:If the U.S. economy falls into recession, the Fed may be forced to cut rates quickly (the first 50 basis points to start) to ease economic downward pressure;If the economy continues to be resilient, the Fed may also take precautionary rate cuts (starting at 25 basis points for the first time) to ensure that the economy achieves a soft landing.More than 70 common U.S. economic data indicators are divided into core, auxiliary and for

The market is highly focused on the last non-farm payrolls data ahead of the upcoming September FOMC meeting, as this data will have a decisive impact on the risk of a future recession and the magnitude of the Fed's rate cut.The market is discussing whether the Fed will cut rates by 25 bps or 50 bps, especially after Powell reiterated the importance of the job market to policy decisions at the Jackson Hole meeting, the possibility of a rate cut is in the spotlight.However, the market's reaction did not form a unified trend, and the performance of various asset classes is not the same.As of now, the probability of a 25 basis point rate cut in September reflected in CME interest rate futures has risen to 71%, while the 50 basis point rate cut is expected to fall back to 29%.Meanwhile, the 10

Recently market has falls to its worst week in 2024. Investors are watching the yield curve inversing to positive rate. Each instances the yield curve inverted US economy falls into recession eventually and recent non farm payroll and unemployment rates beat expectation which expecting yield curve falls below negative territory but payroll for Jun and Jul data was revised to lower payroll results, pushing yield lower which resulted yield curve returning all time highs since 2022.  Investors are wary on the future of the US economy as yield curve may push the market lower. Although the current data have weaken it's nowhere near recessionary data, market may not have strength during this period. Market will shows strength once yield curve falls. Wednesday inflation data may be the key.&

It suggests that the recent declines in the Nasdaq 100 and S&P 500 in early September present a buying opportunity. $Microsoft(MSFT)$  $NVIDIA Corp(NVDA)$  $Amazon.com(AMZN)$  $Alphabet(GOOG)$   $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  According to Ned Davis Research (NDR), this dip is part of typical weak seasonal trends but is expected to lead to a strong rally in the fourth quarter.  NDR points out that earnings revisions are improving and economic indicators remain supportive,

Bad report is a bad report lol

$SPDR S&P 500 ETF Trust(SPY)$   This week's S&P 500 heatmap. What do you see? I see a rotation into defensive sectors, like utilities, staples and healthcare and out of riskier and more cyclical areas of the market. In any market environment, there is opportunity. Even during the worst week since March '23.

@Giftreward [Cool]  [What]  [Miser]  

September's irrational self-fulfilling cycle: Basically with growth that we have seen TTM for semiconductor giants, they have been delivering better results than last year but the speculations on declined growth tend to focus too much on quarterly result. If we look at the following table, NVDA's latest quarter earning might not be a big winner but TTM growth is at 193% vs 125% last year, the stock price growth in 2023 was 239%. The recent irrational selling questioning the valuation is caused by short sellers and fear mongers spreading fake news. NVDA's P/E in 2024 is at 89 compared to 284 in 2023. Next for AMAT, in 2023 we saw a return of 67.98%. But for this year, it has improved in EPS TTM and gross margin. We are currently only seeing a limited return at 11.8%. The worst is for A

Very well. I need to trade soon.

Overview of the Markets Global stock markets experienced a challenging day, as mixed economic data and concerns over future growth weighed on investor sentiment. US stocks reacted to weaker-than-expected labor market data, while European and Asian markets faced pressures from broader global concerns. The tech-heavy Nasdaq showed some resilience, while other indices faltered. US Markets: Labor Worries Weigh on Stocks US stocks closed lower, as the Dow Jones $DJIA(.DJI)$   dropped by 0.5% to 40,755, and the S&P 500 $S&P 500(.SPX)$  lost 0.3% to 5,503. Investors were wary following weaker-than-expected labor market data, ra

$S&P 500(.SPX)$  September 6th after the report been announced. It will slightly rebound. But overall, don't forget the curse of september. In my opinion, it will still go down until end of Oct or early Nov! 

$S&P 500(.SPX)$  more Scary day coming

VIX GO

With interest rate cuts on the horizon and increased market volatility ahead of economic data releases, overall volatility of the broader market has increased since August, and the $S&P 500 Volatility Index (VIX)$ has moved up and down and has seen more frequent flows of capital between sectors.In addition to more inflows into interest rate-sensitive sectors such as REITs, more attention has been paid to defensive sectors, which have long been characterized as "high dividend paying, counter-cyclical" subsectors that are typically resilient to asset volatility.TobaccoUnconsciously, several giants of the tobacco sector, has hit no less than 30% rise in the year, and since August obviously all the way up.We believe the tobacco sector's strength has b