Tessa Di Grandi: 3 Lithium Insights for Today’s Investors
By Tessa Di GrandiWriter, Mining & Capital MarketsTessa earned a Bachelor of Communications at Griffith University. Before joining Visual Capitalist she wrote for marketing agencies, news broadcasters, and film & tv production companies. She is focused primarily on mining and markets but will also explore other topic areas. Tessa enjoys awkward humor and making animal friends.Read More>>3 Lithium Insights for today's investors infographic
It's the time to bullish on commodities, according to $Goldman Sachs(GS)$. In a new report, the investment bank notes that the value of natural resources will rise next year, driven by potential ending of the current monetary tightening cycle by the Fed, reduced fears of economic recession, hedging of geopolitical risks, and demand for "green energy" metals like copper and aluminum.By the end of 2024, the S&P $iShares GSCI Commodity Dynamic Roll Strategy ETF(COMT)$, which tracks 24 different commodity futures contracts and is heavily weighted towards oil, could have a 12-month return of 21%, according to Goldman's forecasts. In comparison, although gold and crude oil will show up from time to time in 20
Yang Delong: Learn from Munger's Investment Wisdom, Persist in Value Investing
Article Supported from Delong Yang, chief economist of Qianhai Kaiyuan Fund,I woke up this morning to the sad news of the passing of investment guru Charlie Munger. Over the past 8 years, I have attended the $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ ‘s Annual Shareholders Meeting in Omaha five times. Buffett and Munger, two of the best investment partners, have achieved unprecedented returns over their nearly 60-year investment careers. At the same time, they have selflessly shared their value investing philosophy with investors worldwide, making them truly remarkable. Attending the Berkshire Hathaway Annual Shareholders Meeting and listening to Buffett and Munger speak so eloquently and i
[Claw][Love]Happy Thanks giving！The stock market was closed on Thursday and will also be closed early on Friday. Hopefully that the market will survive smoothly on Friday. However, some institutions’s analysts give points that the $S&P 500(.SPX)$ still has room to go and have hope of reaching new highs. Some experts said the downside possible is much bigger.Are you going to trade on Black Friday?Yes or No?Below are some key findings discussed for the $S&P 500(.SPX)$ on Friday.1. $S&P 500(.SPX)$ has more room to go1.Elliottwave Forecast@ElliottForecast, which provides forecasts for 78 markets, recalled back recently：
Hedge Funds’ Holdings in “ 7 Sisters” Hit Record Level, Good For New High of $SPX?
Data released by Goldman Sachs this week showed that a measure it created to track the concentration of hedge funds in U.S. stocks reached its highest level on record. On average, a hedge fund's top ten holdings account for 70% of a long portfolio.Read more>>🎁13F Digest| Will You Follow Hedge Fund to Favor the 25 Stocks the Most?Digest Top Institutions' Stock Market Positive Outlook for 2024The above statistics from Goldman Sachs have a 22-year record. This data includes position data of 735 hedge funds. According to statistics released by them on 13F, the total long stock positions of th
Digest Top Institutions' Stock Market Positive Outlook for 2024
As of press time, many institutions have made some forecasts for 2024. $S&P 500(.SPX)$$Vanguard S&P 500 ETF(VOO)$$Vanguard S&P 500 Growth ETF(VOOG)$$Vanguard S&P 500 Value ETF(VOOV)$ Do you have any questions about the most important institutional forecasts for 2024?Are you planning to adjust your asset allocation?Which assets or sectors will be among the winners in 2024?Here are some key points from Societe Generale SA, Barclays, Goldman Sachs, Lombard Odier, and Morgan Stanley. Feel free to read and share more of your own reading and research.According to many institutions’ public reports, It can be s
🎁13F Digest| Will You Follow Hedge Fund to Favor the 25 Stocks the Most?
This website "https://hedgemind.com/13f-filing-dashboard" has updated the 13F fillings of more than 6,400 institutional investors.The following are the TOP 25 stocks with the most hedge funds have positions, also some detailTicker# Held By Hedge Funds% of Hedge Funds HoldingQoQ % Change in 13F Market Cap% of Portfolio Change in Hedge Funds# Entered New Position# Reduced Position# Sold Out $Microsoft(MSFT)$ 4,53444.29%-10.01%-2.71%1761,96388 $Amazon.com(AMZN)$ 4,08640.31%-4.02%0.36%2001,613117 $Alphabet(GOOG)$ 3,81036.54%4.27%16.16%1971,57790 $Apple(AAPL)$ 4,29133.70%-15.15%-11.30%1532,23087