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"Big 5" Contributes 60%+ Growth! Will You Choose Tech Giants or Other Companies?

Five of the “Magnificent 7“ companies, including $NVIDIA Corp(NVDA)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , $Alphabet(GOOG)$ , and $Microsoft(MSFT)$ , are expected to be top contributors to year-over-year earnings growth for the S&P 500 in Q1 2024.chart from factsetThese five companies are projected to collectively achieve a 64.3% year-over-year earnings growth for Q1 2024, significantly impacting the overall earnings growth of the S&P 500.Excluding the five companies, the blended earnings decline for the remaining 495 companies in the S&P 500 would be
"Big 5" Contributes 60%+ Growth! Will You Choose Tech Giants or Other Companies?

86 million people can become millionaires worldwide by 2030

Rise to top 1% with these 5 essential AI investing ideas:Image1.1 AI Chips: The $400B Hardware Revolution Meet the game-changers: Nvidia H100, B100, AMD Mi300, and Supercomputers These AI chips mean serious computing power, demanding massive Capex investments. Get ready to dive into the booming industry of AI hardware!1.2 WHY AI Chips? Invest in AI chips for a slice of the booming market! With AI taking over industries, the demand for processing power is skyrocketing. Be ahead of the pack and reap substantial rewards by backing the leaders in AI chip development.Image2.1 Cloud Computing : The bedrock of AI The core components of a generative AI tech stack involve 3 layers and Cloud Infrastructure layer is Main. AWS Bedrock, Azure OpenAI and Google Vertex are Key Generative AI Service provi
86 million people can become millionaires worldwide by 2030

CPI too hot to handle?

Alt inflation headline reads out: Inflation running below Fed's 2% target on both core and headline CPI using more real-time shelter! Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1% Let's be careful from over emphasizing too hot headlines!@JeremyDSchwartz
CPI too hot to handle?

Ayesha Tariq: Wedesday’s CPI data seems to be getting undue importance

US CPI Preview Wedesday’s CPI data seems to be getting undue importance. The market is considering this CPI print to be the one that will put a dampener on the Fed cutting rates. Macro & Fundamental Analysis AyeshaTariq said: “I don’t think so. I think the market reacts to it, for sure, but I don’t think that this will deter the Fed’s determination the way people think it might. Headline inflation should come in higher tomorrow, with energy prices being the main source of the increase. The Fed has discussed time and again that food and energy are volatile categories and they don’t focus on it as much as core inflation. The core number should come in lower. The spike in Used Cars is set to reverse and the Apparel prices have been tracking lower as well. The key concerns, however, remain
Ayesha Tariq: Wedesday’s CPI data seems to be getting undue importance

Is April a good month for the stock market? $SPX

After gaining 24% last year, the $S&P 500(.SPX)$ — the benchmark index used to measure how stocks are performing overall — has continued its bullish run in 2024 by posting a nearly 11% gain through the first quarter of 2024.Photo illustration of a US dollar paper airplane flying upwards with a stock line trace behind itAccording to Reuters, since 1945, April and December are tied as the best-performing months of the year for stocks, with an average return of 1.6%. (September is notoriously the worst, with an average loss of -0.6%.)During recessions, April’s positive performances can be even more pronounced. In 2008 and 2009 amid the Great Recession, April produced returns of 4.8% and 9.4%, respectively. And in the wake of COVID-19’s arrival, A
Is April a good month for the stock market? $SPX

Hataf Finance: $SPX, $NDX Indicating Positive Outlook

S&P 500 and Nasdaq 100 Proximity to New Heights on the Horizon, Indicating Positive OutlookTable of contentsThe S&P 500 is up 2.26% for the month so far/ES S&P 500 price technical analysis: daily chart (September 2023 to March 2024) /NQ Nasdaq 100 price technical analysis: daily chart (September 2023 to March 2024) /RTY Russell 2000 price technical analysis: daily chart (September 2023 to March 2024) 1. The S&P 500 is up 2.26% for the month so farThe S&P 500 enters the week having rallied 17 of the past 21 weeks.  The Nasdaq 100 is just days removed from all-time highs and may be consolidating in an ascending triangle. The technical evidence needed to suggest that a top has been carved out in U.S. equity indexes was never achieved. 2.
Hataf Finance: $SPX, $NDX Indicating Positive Outlook

Fed Holds Rates?Market Consensus and 2024 Outlook

Interest-Rate Decision at 2 p.m. EST; Dow Futures $E-mini Dow Jones - main 2406(YMmain)$ MutedThe Fed's decision to stand pat this time around has become the consensus. Can the expectation of rate cuts in 2024 remain stable?TD Securities: Expectations are that there won't be any policy changes, with the Fed likely to maintain the median expectation of three rate cuts this year and announce preliminary details of slowing balance sheet reduction.Bank of America: If the dot plot shows the Fed will cut rates three times in 2024, the bond yield curve will steepen in a bearish trend, and risk appetite sentiment will persist.Citigroup: Powell is expected to reiterate that rate cuts are not far off, with the core PCE forecast for end of 2024 potential
Fed Holds Rates?Market Consensus and 2024 Outlook

Brett Eversole advises against broad investments in commodities

Most investors are missing one crucial story. And it has been unfolding for the past couple of years...Commodity prices are collapsing... They're down by nearly a third since mid-2022. And they're now hitting multiyear lows.This isn't what we'd normally expect to see. High inflation and rising commodity prices should go hand in hand... Not to mention, oil and gasoline prices are still above their pre-pandemic levels.But commodities are crashing. And according to history, we can expect that collapse to continue.Let me explain...Inflation has been the big economic and financial story since 2021. Rapidly increasing prices affected everyone... And they contributed to the brutal bear market in 2022.The rate of inflation has eased dramatically over the past two years. Price growth is nearly back
Brett Eversole advises against broad investments in commodities

13F Season: 11 Sectors Highest $ Inflows Based on the Last 13F Filings

13F Filings for the December 31, 2023 Quarter are due 2024-02-14, 7338 filings already imported!What is a 13F filing?The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the market.Below are a thread about the Top 100 tickers with the highest $ inflows based on the last 13F filings, organized by sector: Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology UtilitiesTop 100 Holdings in Basic Materials Ranked By Fund Flow Across All 13F Filings, 2023-12-31
13F Season: 11 Sectors Highest $ Inflows Based on the Last 13F Filings

Nikkei at Record High: What the 14 Analysts Say

Japan's Nikkei share average $SGX Nikkei 225 - main 2403(NKmain)$ , opens new tab hit a record high on Thursday, surpassing its 1989 peak after a year-long rally driven by cheap valuations, corporate reforms and investment flows diverted from a battered Chinese stock market.Here's what analysts and investors say:1. TSUTOMU YAMADA, SENIOR MARKET ANALYST, AU KABUCOM SECURITIES, TOKYO"For us traders, this marks the arrival of a new era. It feels like the stock market is telling us that we've finally escaped from deflation and a new world has opened up."Compared with 34 years ago, the make-up of the stock market is totally different. Today, looking at the Nikkei average as a profitable security, it's still quite easy to buy. 39,000 is just a waypo
Nikkei at Record High: What the 14 Analysts Say

Xu Hongcai: China’s 2024 Economic Outlook

By Xu HongcaiDeputy Director, Economic Policy CommissionThe Chinese economy is expected to maintain steady growth in 2024, following the pattern observed in 2023 when it grew by 5.2%. China's economy played a significant role in global GDP growth, contributing over 30%. Looking ahead, it's anticipated that the Chinese premier will announce a growth target of around 5% for 2024 during the upcoming two sessions in March.CMC MarketsHere are some key projections for 2024:Economic Growth: Forecasted to be around 4.8%, with the potential to reach 5% if policies aimed at boosting growth prove effective.Price Stability: Consumer and producer prices are expected to stabilize and show slight growth compared to the previous year, indicating potential increases in overall price levels and demand.Emplo
Xu Hongcai: China’s 2024 Economic Outlook

Almanac Trader:January barometer would certainly boost the outlook for 2024

imageThe $S&P 500(.SPX)$ was down 0.1% for our First Five Day (FFD) early warning system is negative. Since 1950, the previous 26 down FFD were followed by 14 up years and 12 down with an average gain in all years of just 0.3%. The last negative FFD was in 2022 when $S&P 500(.SPX)$ declined 1.9%. In 2022, $S&P 500(.SPX)$ went on to decline 5.3% in January and thus our January Barometer (JB) was negative. For 2022, $S&P 500(.SPX)$ was down 19.4%.2023, the Santa Claus Rally (SCR) was negative, and the FFD was negative. At this juncture there are two possible outcomes remaining for our January Indicator Trif
Almanac Trader:January barometer would certainly boost the outlook for 2024

Healthcare Giants NVO & LLY Eye Trillion-Dollar Club

The Government Pension Fund Global predicts that $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ could be the first healthcare companies to reach trillion-dollar club, benefiting from the rising demand for diabetes and weight-loss drugs. With less than 1% of overweight individuals currently receiving treatment, the potential market for these drugs remains vast. $Novo-Nordisk A/S(NVO)$'s strong earnings, driven by the success of its drug Wegovy, pushed its market value to $511.29 bln.While $Eli Lilly(LLY)$’s market capitalization stands at around $612 bln. The Government Pension Fund Global holds significant stakes in both comp
Healthcare Giants NVO & LLY Eye Trillion-Dollar Club

If Invests $1 million, which top hedge fund would you choose?

What is your household's dollar asset allocation ratio?Aside from individual stock investments, do you also invest in insurance, U.S. debt, or hedge fund products?If you had $1 million, would you prefer investing in Warren Buffett's approach, the ARKK Fund, or have other investment preferences?The New York Stock Exchange building is seen from Wall Street in Lower Manhattan in New YorkBelow are the Top 20 overseas hedge funds making money in 2023: TCI ranks first, followed by CitadelAccording to the hedge fund ranking data released by LCH Investments, the FOF agency of the Rothschild family, the hedge fund industry will bring a total of nearly US$218 billion in net income to investors in 2023, of which the top 20 companies contributed US$67 billion.That is to say, the asset management scale
If Invests $1 million, which top hedge fund would you choose?

Strong US Economy May Delay the Rate Cut, 4 Industries Poised to Thrive

The robust surge in the U.S. economy may halt expectations of a rate cut!The U.S. Gross Domestic Product (GDP) grew at an annualized rate of 3.3% in the fourth quarter, and the core inflation rate, upon which the Federal Reserve relies most, is currently at 2.9%, the lowest level since March 2021. As of now, the probability of a rate cut in March is approximately 50%, according to the interest rate market.CNBC Daily Open: Fed rate cut path in sharp focusDavid Wilcox, an economist at Bloomberg Economics, remarked, "If I were in his shoes, I'd try to dodge the press conference and keep things basically undisturbed. The likelihood of a rate cut in March is 50%... seems good to me. Any action by the Fed depends on specific data.Matthew Luzzetti, Chief U.S. Economist at Deutsche Bank, indicated
Strong US Economy May Delay the Rate Cut, 4 Industries Poised to Thrive

🚀📈 Seize Two Sector Opportunities in a Strong Bull Market in 2024

In 2023, overseas markets excelled, especially in the U.S., where major broad-based indices in the stock market achieved remarkable results. As 2024 begins, the technology sector in the U.S. experiences an upward trend due to exceptional macroeconomic performance, driven by the AIGC concept and ample liquidity, resulting in strong performances from various software and semiconductor technology stocks.Closelook@US Stock MarketsLooking ahead to 2024, the US macroeconomic environment seems poised for a "soft landing." Factors contributing to the robust economic performance include resilient consumer spending, technological advancements stimulating corporate investments, and the US government's efforts to bring manufacturing back, fosterin
🚀📈 Seize Two Sector Opportunities in a Strong Bull Market in 2024

5 Simple Reasons US Stocks Will Keep Soaring in 2024!

Although the start of 2024 US stock market is not optimistic, the situation seems to have changed last week. The $DJIA(.DJI)$ has currently risen by 0.46%, the $S&P 500(.SPX)$ has risen by 1.47%, and the $NASDAQ(.IXIC)$ has risen by 2.00%.Obviously, the profits accumulated last year have objectively led to a demand for stopping the appreciation, and the selling of profits at the beginning of the year seems to have come to an end, and a new rise is beginning.There is a good chance that the U.S. stock market will continue to surge in 2024, and here are five reasons to support it.Disclaimer: Investment decisions carry risks. Consult with a financial advisor bef
5 Simple Reasons US Stocks Will Keep Soaring in 2024!

🎁BOA: the Stock Rally Could Last Through 2033, What's Your Plan?

Thinking long-term in the US stock market is wise.With the S&P rising for 11 years, and assuming another 10, how would you invest? Diversify in assets like real estate, stocks, bonds, and ETFs for stable returns.What's your take? Share your investment strategies for next Ten Years!Bank of America's technical strategist, Stephen Suttmeier, recently stated in a report that the current bull market in the stock market could potentially continue until 2033.Trader at NYSESattmer observed the long-term bull markets in the US stock market from 1950 to 1966 and 1980 to 2000, using them as a guide for predicting the current rebound.In a video message to clients, Sattmer emphasized the importance of knowing where you've been to understand where you're going.According to him, the current long-term
🎁BOA: the Stock Rally Could Last Through 2033, What's Your Plan?

5 Simple Reasons US Stocks Will Keep Soaring in 2024!

Believe or Not? 5 Reasons why US stocks will continue to rally in 2024Although the start of 2024 US stock market is not optimistic, the situation seems to have changed last week. The $DJIA(.DJI)$ has currently risen by 0.46%, the $S&P 500(.SPX)$ has risen by 1.47%, and the $NASDAQ(.IXIC)$ has risen by 2.00%. Obviously, the profits accumulated last year have objectively led to a demand for stopping the appreciation, and the selling of profits at the beginning of the year seems to have come to an end, and a new rise is beginning.There is a good chance that the U.S. stock market will continue to surge in 2024, and here are five reasons to support it.1. Stats sa
5 Simple Reasons US Stocks Will Keep Soaring in 2024!

2024 Davos CNBC: Oil Price Trends, Semi&AI, SEC on Bitcoin ETF

BUSINESSChevron CEO: Red Sea Shipping Crisis, Energy Transition, and Oil Price Trends$Chevron(CVX)$ CEO Mike Wirth on CNBC's Squawk Box discusses the impact of the Red Sea attack on the company and global oil supply. Topics also include energy transition, energy price trends, and regulatory challenges.Philips CEO: Technology is Key to Rebuilding UkrainePhilips CEO Roy Jakobs interviewed by CNBC at Davos Economic Forum, discussing the company's operations in Ukraine and explaining the application of artificial intelligence technology in the healthcare sector.TECHIBM CEO: Exciting Applications of Artificial Intelligence in Programming$IBM(IBM)$ CEO Arvind Krishna talks about the integration of artificial inte
2024 Davos CNBC: Oil Price Trends, Semi&AI, SEC on Bitcoin ETF

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