Weekly: After a 3rd Double-digit Year, Venezuela Developments and Jobs Data in Focus
Last Week and 2025's Recap1.The US Market - Gained double-digits for a 3rd straight year in 2025Indexes: $S&P 500(.SPX)$ recorded a weekly drop of about 1.03%, with technology stocks showing mixed performance and investor sentiment cautious due to Federal Reserve minutes and geopolitical tensions. $Dow Jones(.DJI)$ saw a decline of approximately 0.67%, $NASDAQ(.IXIC)$ fell by around 1.52%. Triple play: The $S&P 500(.SPX)$ ’s 16.39% total return for 2025 marked the third year in a row that the index generated a double-digit gain. The Mag 7 names contributed 42% of the S&P 500’s total return in 2025 and 55% o
Replicating $NIO Inc.(NIO)$ would require $120 billion upfront cash and ten years. Market cap stands at $12 billion, while $General Motors(GM)$ and $Ford(F)$ each spent $35 billion achieving no results in batteries.
$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ anticipates a 15% drop in deliveries. The company has previewed delivery numbers, forecasting a 15% decline due to the expiration of federal EV tax credits and rising competition. Despite the expected drop, analysts remain optimistic about the prospects, citing advancements in autonomous driving and robotaxi initiatives. Investors are closely watching the earnings release for updates on demand trends and guidance.
The Hang Seng Tech Index $HSI(HSI)$ jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KraneShares Hang Seng TECH Index ETF(KTEC)$ That compares with 34X for the Nasdaq $Invesco QQQ(QQQ)$ . Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside.And with so much money pouring into Hong Kong from both the mainland (Stock Connect) and overseas looking to get in on the hottest IPOs, money will naturally find its way to where there is value to be found. NFA $KraneShares CSI China Internet ETF(KWEB)$$Alibaba(BAB
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.