To The Moon

7月初美股繼續延續漲勢，和過去大部分年份裏的7月上旬一樣，季報前的盈利上調仍然是美股上揚的主要催化劑。尤其是今天的特殊性在於：1.美股盈利受基數還有全面免疫，復工復產等因素影響，二季度屬於增長最強的季度（目前預期爲同比+64%），這將是10多年以來單季最高增長率，也是全年的頂點。 2.與此同時，貨幣政策也需要等待更多就業數據來當論據，這部分至少要在8月份公佈7月非農數據時，纔會有參考價值。因此在真正季報披露前，市場篤定盈利預跑行情（Earning Run）推動美股先行上漲就不足爲奇。《2H展望，疫情後美股上漲的核心邏輯能否延續？》20210705 前情回顧：從6月底的回購、派息力度看，交易型銀行對投資者更加友好 財報方面，本週打頭陣的依舊是$摩根大通(JPM)$ 、$花旗(C)$ 、$高盛(GS)$ 、$摩根士丹利(MS)$ 、$美國銀行(BAC)$ 等大型銀行。年初以來，標普500指數累計上漲16%，銀行板塊累計漲幅超過20%，輕鬆跑贏大盤。 先看今年6月份銀行業壓力測試，從區域上看，大部門銀行都宣佈了提高派息，這一點美國銀行業繼續領先於歐洲銀行業； 目前可以定量觀察的在於，美國銀行業普遍提高了股息率，結合公司公開披露

12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio

Unlike Dogecoin, these stocks have real substance behind their growth and long-term outlooks.

Rough month provides a buying opportunity, Robert Kiyosaki says. Bitcoin prices are headed for their worst month since 2011 -- and $one$ prominent investor says that's "great news.". "Bitcoin crashing. Great news," tweeted "Rich Dad, Poor Dad" author Robert Kiyosaki on Sunday , saying it provides a good buying opportunity. "When price hits $27,000 I may start buying again. Lot will depend upon global-macro environment. Remember the problem is not gold, silver, or Bitcoin. Problem are the incompe

Rough month provides a buying opportunity, Robert Kiyosaki says. Bitcoin prices are headed for their worst month since 2011 -- and $one$ prominent investor says that's "great news.". "Bitcoin crashing. Great news," tweeted "Rich Dad, Poor Dad" author Robert Kiyosaki on Sunday , saying it provides a good buying opportunity. "When price hits $27,000 I may start buying again. Lot will depend upon global-macro environment. Remember the problem is not gold, silver, or Bitcoin. Problem are the incompe