To The Moon

$Airbus SE(EADSY)$ $Lockheed Martin(LMT)$ $RTX Corp(RTX)$ $Boeing(BA)$ $Northrop Grumman(NOC)$  🚀 Airbus Ascends Amidst Turbulence – An Engine-ious Challenge! 🚀 Kia ora Tiger traders, As someone who's worked for two major airlines and flown all over the world in every type of Airbus and Boeing aircraft, let me tell you, Airbus holds a special place in my heart! ✈️ With a passion for aviation and a knack for finding great investment opportunities, I'm in a bit of a pickle: do I buy more shares in Lockheed Martin (LMT), which I already own, or should I venture into Airbus? Decisi

Traders now expect 3 rate cuts by the end of 2024, compared to only 1 rate cut expected one month earlier. There is a 90% chance of a September rate cut, up from about 70% earlier, while the probabilities of rate cuts in November and December are above 50%. Other than softer-than-expected inflation data, I reckon a weaker-than-expected labor market is the key driver for spiking rate cut expectations.  Source: CME Fedwatch Why might the labor market be weaker than expected? 1) April and May job numbers revised down sharply. The US labor market initially added 165K and 272K jobs in April and May respectively, but recently, the non-farm payrolls were revised down to 108K and 218K for those months. In other words, there were 111,000 fewer jobs in April and May than previously estimated, s

The ever-changing economic landscape dictates a constant ebb and flow of capital across various sectors. This strategic movement of funds, known as sector rotation, is an essential concept for investors seeking to maximise returns and manage risk. In this article, I delve into the factors influencing sector rotation and, using recent financial data, provide insights into which sectors are likely to attract fund flows in the near future. Understanding the Cycle Sector rotation hinges on the anticipated phases of the economic cycle. The typical progression – recession, recovery, expansion, and contraction – favours specific sectors at each stage. For instance, during a recession, defensive sectors like utilities and consumer staples find favour, while cyclical sectors like technology and ind

Investing in Wynn Resorts $Wynn(WYNN)$   has always been a tale of two cities: Las Vegas and Macau. Recently, my additional investment in Wynn stock reflects a strategic bet on the company’s impressive performance in the Las Vegas market, despite the ongoing challenges associated with its significant exposure to China. Las Vegas Performance: Wynn’s business in Las Vegas has been stellar. The company has shown remarkable resilience and growth in this market, driven by a robust recovery in tourism and gaming activities. This success is underpinned by strong financials and a premium brand that continues to attract high-end clientele. Las Vegas has proven to be a solid anchor for Wynn, demonstrating its capability to generate substantial cas

$ThaiBev(Y92.SI)$  Thailand Considers Easing Alcohol Control Laws: A Boon for the Alcohol Beverage Industry Thailand is currently debating significant changes to its alcohol control laws, which could have a profound impact on the country's alcohol beverage industry, particularly for major players like Thai Beverage. The Thai Cabinet has recently approved five draft bills aimed at amending the existing Alcoholic Beverage Control Act. These proposed changes include extending the hours during which alcohol can be sold, specifically from 2 PM to 6 PM, and allowing greater flexibility in alcohol advertising. The government's initiative is part of a broader effort to boost the economy and stimulate tourism. Prime Ministe

Few events in the U.K. affect the markets, and this time the Conservative Party, led by "Indian" Prime Minister Sunak, is facing the worst election defeat in its history, and is being heavily criticized from both inside and outside the country.On the other hand, the Communist Party, founded by former Prime Minister Tony Blair, who has a "platonic" relationship with Wendy Deng, won the election by a landslide and is in power for the first time in 16 years, which will have a significant impact on the UK's future economic policy.Economic Policy ShiftFiscal policy: Labor is likely to adopt a more aggressive fiscal policy, increasing public spending and investment.It is expected to raise the corporate tax rate and increase taxes on high-income groups.Energy and environmental policy: Labor is co

small-cap stocks could be poised for a strong run, especially those in under-valued sectors that haven't participated in the recent rally. An ETF like the $iShares Russell 2000 ETF(IWM)$ is a great way to gain broad exposure to this area of the market.

$Gold - main 2408(GCmain)$  $SPDR Gold Shares(GLD)$  #GOLD fluctuates within the apex of the triangle ahead of ADP nonfarm and FOMC meeting minutes. The rebound from the recent lows of $2,293 looks constructive.

The tech world has been dominated by semiconductors for quite some time. But recent market movements hint at a potential shift. As chip giants take a breather, other sectors are flexing their muscles. Here's a glimpse into what's unfolding: Signs of Rotation: The financial and consumer staples sectors, known for their stability, are experiencing a surge. Household names like Procter & Gamble (PG $Procter & Gamble(PG)$ ), Colgate-Palmolive (CL $Colgate-Palmolive(CL)$ ), and Walmart (WMT $Wal-Mart(WMT)$ ) are reaching new highs. This suggests investors are seeking safer havens for their capital. Growth Pockets Remain: However, growth isn't entirely out of favour

Other opportunities worth chasing now are the pharma stories like Pfizer or J&J. Apple & Tesla are also back in the race. Further, FMCGs like Colgate & P&G or Unilever are the ones to watch.

The recent sector rotation, with semiconductors pulling back and financial and consumer sectors closing higher, highlights the dynamic nature of market trends. Companies like Procter & Gamble (PG), Colgate-Palmolive (CL), and Walmart (WMT) reaching new highs indicate strong investor interest in defensive and consumer staples amid uncertain market conditions. Tesla and Apple's continued momentum suggests that mega-cap tech stocks still hold significant appeal, driven by their strong fundamentals and growth prospects. Similarly, the upward trend in SaaS stocks like Snowflake and Cloudflare underscores the ongoing demand for cloud and data services, even as other tech sectors experience volatility. As for the next sectors that may attract fund flows, several possibilities stand out. Healt

SUMMARY OF FED CHAIR POWELL'S COMMENTS (7/2/24): 1. The trend of disinflation appears to be resuming 2. Need to be more confident before reducing rates 3. Fed doesn't see 2% inflation "this year or next year" 4. Budget deficit is very large and unsustainable 5. 4% unemployment is still a very low unemployment rate 6. Moving to fast creates risk of inflation returning The Fed needs more data before rate cuts can begin. It's clear that the Fed will continue their "meeting by meeting" approach. While markets are expecting 2 rate cuts this year, the Fed's latest guidance says 1 cut is coming. The next few months are crucial.

$Arista Networks(ANET)$ closed at $357.6 with a YTD increase of 51.46%. In addition to Arista, other SaaS companies like $Snowflake(SNOW)$ and $Cloudflare, Inc.(NET)$ also presented robust growth recently, benefitting from recent sector rotation. $Piper Sandler Companies(PIPR)$ closed at $231.98 and had a YTD gain of 32.66%; $JPMorgan Chase(JPM)$ closed at $205.45 with a YTD rise of 20.78%, After last week's stress tests and news of increased dividends, most banks have recently shown strong performance. For example, although $Bank of America(B

$SPDR S&P 500 ETF Trust(SPY)$   The S&P 500 just recorded its best first half of an election year since 1976, rising 15%. So what does this mean going forward? Historically, a 10%+ rally in the first half was followed by an average return of 7.7% in the second half. At the same time, the average max drawdown was 8.9%, according to LPL Research. During an election year, the S&P 500 has seen average gain of 4.2% since 1950. Since 1950, the second-half average market return has been 4.8%. History suggests this incredible market rally is set to continue.

Always flow back to tech

Hello everyone! Today i want to share some trading strategies with you! Hope it can help you!1.The Cybersecurity Value Chain: $Microsoft(MSFT)$ $Palantir Technologies Inc.(PLTR)$ 2.Wise words from Winston Churchill:Follow me to learn more about analysis!!https://x.com/InvestInAssets

Investment Summary: My additional investment in Wynn Resorts$Wynn(WYNN)$   represents a strategic decision influenced by both short-term challenges and long-term opportunities. Despite recent volatility and a decline in the share price, the company remains a solid player in the casino and hotel industry, particularly with its operations in Las Vegas and Macau. Current Market Conditions: Wynn Resorts has experienced a downturn in its stock price recently, largely attributed to economic conditions in China affecting its Macau operations. The geopolitical and economic landscape in China continues to be a significant factor for companies heavily exposed to this market. Even though Wynn Resorts reported quarterly earnings that exceeded estima

I am focusing on companies that leverage with AI technologies.

my only wish is the rotation into china tech stocks !!! @Success88 @Ron18 @SR050321 @Barcode

While the U.S. economy is expected to post a real GDP growth of 2.4% this year, growth is expected to slow to 1.1% in 2025 ¹. Some potential risks to the economy include ¹: - Geopolitical conflicts causing inflation to rise - Labor productivity gains surpassing expectations and structural changes in the labor market - Strains on the real estate market - Higher interest rates - Worsening geopolitical conflict and spillovers @TigerTrade @Tiger_Insights @TigerEvents @TigerCommunity @TigerStars

$Airbus SE(EADSY)$ $Lockheed Martin(LMT)$ $RTX Corp(RTX)$ $Boeing(BA)$ $Northrop Grumman(NOC)$  🚀 Airbus Ascends Amidst Turbulence – An Engine-ious Challenge! 🚀 Kia ora Tiger traders, As someone who's worked for two major airlines and flown all over the world in every type of Airbus and Boeing aircraft, let me tell you, Airbus holds a special place in my heart! ✈️ With a passion for aviation and a knack for finding great investment opportunities, I'm in a bit of a pickle: do I buy more shares in Lockheed Martin (LMT), which I already own, or should I venture into Airbus? Decisi

Traders now expect 3 rate cuts by the end of 2024, compared to only 1 rate cut expected one month earlier. There is a 90% chance of a September rate cut, up from about 70% earlier, while the probabilities of rate cuts in November and December are above 50%. Other than softer-than-expected inflation data, I reckon a weaker-than-expected labor market is the key driver for spiking rate cut expectations.  Source: CME Fedwatch Why might the labor market be weaker than expected? 1) April and May job numbers revised down sharply. The US labor market initially added 165K and 272K jobs in April and May respectively, but recently, the non-farm payrolls were revised down to 108K and 218K for those months. In other words, there were 111,000 fewer jobs in April and May than previously estimated, s

The ever-changing economic landscape dictates a constant ebb and flow of capital across various sectors. This strategic movement of funds, known as sector rotation, is an essential concept for investors seeking to maximise returns and manage risk. In this article, I delve into the factors influencing sector rotation and, using recent financial data, provide insights into which sectors are likely to attract fund flows in the near future. Understanding the Cycle Sector rotation hinges on the anticipated phases of the economic cycle. The typical progression – recession, recovery, expansion, and contraction – favours specific sectors at each stage. For instance, during a recession, defensive sectors like utilities and consumer staples find favour, while cyclical sectors like technology and ind

Few events in the U.K. affect the markets, and this time the Conservative Party, led by "Indian" Prime Minister Sunak, is facing the worst election defeat in its history, and is being heavily criticized from both inside and outside the country.On the other hand, the Communist Party, founded by former Prime Minister Tony Blair, who has a "platonic" relationship with Wendy Deng, won the election by a landslide and is in power for the first time in 16 years, which will have a significant impact on the UK's future economic policy.Economic Policy ShiftFiscal policy: Labor is likely to adopt a more aggressive fiscal policy, increasing public spending and investment.It is expected to raise the corporate tax rate and increase taxes on high-income groups.Energy and environmental policy: Labor is co

Investing in Wynn Resorts $Wynn(WYNN)$   has always been a tale of two cities: Las Vegas and Macau. Recently, my additional investment in Wynn stock reflects a strategic bet on the company’s impressive performance in the Las Vegas market, despite the ongoing challenges associated with its significant exposure to China. Las Vegas Performance: Wynn’s business in Las Vegas has been stellar. The company has shown remarkable resilience and growth in this market, driven by a robust recovery in tourism and gaming activities. This success is underpinned by strong financials and a premium brand that continues to attract high-end clientele. Las Vegas has proven to be a solid anchor for Wynn, demonstrating its capability to generate substantial cas

$NVIDIA Corp(NVDA)$ , known as the "AI leader", fell sharply by 6.7% on Monday trading, the largest single-day decline in two months, and entered a technical correction stage. At present, NVIDIA has fallen for three consecutive days, falling more than 16% from last Thursday's high. The company's market value has fallen back to below US$3 trillion, ranking third in the US stock market.Affected by this, the $S&P 500(.SPX)$ fell to a new one-week low for three days in a row. However, looking at sectors, the energy, financial and public utilities sectors performed well, each rising by about 1%. A brief break for large U.S. technology stocks may bring hope to other sectors."Nvidia is like a rocket ship. Wh

The tech world has been dominated by semiconductors for quite some time. But recent market movements hint at a potential shift. As chip giants take a breather, other sectors are flexing their muscles. Here's a glimpse into what's unfolding: Signs of Rotation: The financial and consumer staples sectors, known for their stability, are experiencing a surge. Household names like Procter & Gamble (PG $Procter & Gamble(PG)$ ), Colgate-Palmolive (CL $Colgate-Palmolive(CL)$ ), and Walmart (WMT $Wal-Mart(WMT)$ ) are reaching new highs. This suggests investors are seeking safer havens for their capital. Growth Pockets Remain: However, growth isn't entirely out of favour

$FedEx(FDX)$ just released its Q4 FY2024 results, which exceeded market expectations and provided optimistic guidance, with "cost reduction and efficiency" as the key focus for this fiscal year, and increased guidance for FY2025 due to the recent rebound in the logistics business.FDX stock jumped more than 14 percent after hours, approaching a new high.FY2024 Q4 ResultsRevenue rose 0.9% year-over-year to $22.1 billion, beating market expectations of $22.06 billion.Earnings per share (EPS) of $5.41 beat estimates of $5.37, up 9.5% year-over-yearAdjusted operating profit was $1.87 billion, higher than the $1.82 billion expected and the $1.77 billion reported in the same period last year;The company has also raised its guidance for FY2025, theRevenue

Investment Summary: My additional investment in Wynn Resorts$Wynn(WYNN)$   represents a strategic decision influenced by both short-term challenges and long-term opportunities. Despite recent volatility and a decline in the share price, the company remains a solid player in the casino and hotel industry, particularly with its operations in Las Vegas and Macau. Current Market Conditions: Wynn Resorts has experienced a downturn in its stock price recently, largely attributed to economic conditions in China affecting its Macau operations. The geopolitical and economic landscape in China continues to be a significant factor for companies heavily exposed to this market. Even though Wynn Resorts reported quarterly earnings that exceeded estima

Chewy's 2024 Q1 Earnings Summary $Chewy, Inc.(CHWY)$ reported strong financial results for the first quarter of 2024, surpassing market expectations and announcing a significant stock buyback plan. Here are the key highlights:Sales and Revenue: Chewy recorded sales of $2.88 billion, a 3.1% increase from the previous year.Adjusted EBITDA: The adjusted EBITDA surged by 47% year-over-year to $162.9 million.Gross Margin: Improved slightly to 28.2% of sales, up from 28.1% in the same period last year.Net Income: Net income for the quarter was $66.9 million, a substantial increase from $22.9 million in the corresponding quarter of 2021.Adjusted EPS: The adjusted earnings per share (EPS) was $0.31, up from $0.20 in the previous year, significantly beating t

Semiconductor stocks seems to cool off?Yesterday's market expectations for $NVIDIA Corp(NVDA)$ shareholder meeting and $Micron Technology(MU)$ financial report didn't bring good news. Some views believe that Nvidia will hit $110 in the short term.Have funds shifted to other sectors? $Amazon.com(AMZN)$ and $Tesla Motors(TSLA)$ both surged 4% yesterday.What to look at: big tech, weight loss drugs, or finance? $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ finally saw overdue gains. $Tesla Motors(TSLA)$ wi

$Rivian Automotive, Inc.(RIVN)$ is roaring back into the spotlight after a turbulent year. Volkswagen's recent announcement of a $1 billion (with the potential for an additional $4 billion) investment has sent their stock price soaring 30%. While this is great news for Rivian in the short term, as someone who follows the EV market closely, I remain cautiously optimistic about their long-term prospects. There's no denying that Volkswagen's investment is a significant vote of confidence in Rivian. This new partnership could provide much-needed capital to fuel their growth and potentially lead to technological collaborations that benefit both companies. The additional funds could also help them weather the current storm of slower-than-expected EV ado

$ThaiBev(Y92.SI)$  Thailand Considers Easing Alcohol Control Laws: A Boon for the Alcohol Beverage Industry Thailand is currently debating significant changes to its alcohol control laws, which could have a profound impact on the country's alcohol beverage industry, particularly for major players like Thai Beverage. The Thai Cabinet has recently approved five draft bills aimed at amending the existing Alcoholic Beverage Control Act. These proposed changes include extending the hours during which alcohol can be sold, specifically from 2 PM to 6 PM, and allowing greater flexibility in alcohol advertising. The government's initiative is part of a broader effort to boost the economy and stimulate tourism. Prime Ministe

The recent sector rotation, with semiconductors pulling back and financial and consumer sectors closing higher, highlights the dynamic nature of market trends. Companies like Procter & Gamble (PG), Colgate-Palmolive (CL), and Walmart (WMT) reaching new highs indicate strong investor interest in defensive and consumer staples amid uncertain market conditions. Tesla and Apple's continued momentum suggests that mega-cap tech stocks still hold significant appeal, driven by their strong fundamentals and growth prospects. Similarly, the upward trend in SaaS stocks like Snowflake and Cloudflare underscores the ongoing demand for cloud and data services, even as other tech sectors experience volatility. As for the next sectors that may attract fund flows, several possibilities stand out. Healt

$Arista Networks(ANET)$ closed at $357.6 with a YTD increase of 51.46%. In addition to Arista, other SaaS companies like $Snowflake(SNOW)$ and $Cloudflare, Inc.(NET)$ also presented robust growth recently, benefitting from recent sector rotation. $Piper Sandler Companies(PIPR)$ closed at $231.98 and had a YTD gain of 32.66%; $JPMorgan Chase(JPM)$ closed at $205.45 with a YTD rise of 20.78%, After last week's stress tests and news of increased dividends, most banks have recently shown strong performance. For example, although $Bank of America(B

Yesterday, due to sector rotation, the consumer goods sector performed well, with $Wal-Mart(WMT)$, $Colgate-Palmolive(CL)$, $Procter & Gamble(PG)$, and $TJX Companies(TJX)$ hitting new highs. 1. $Microsoft(MSFT)$: Do you have this stable giant in your investment portfolio? $Microsoft(MSFT)$ has risen by 19% year-to-date, firmly maintaining its position as the most valuable company in the stock market. Over the past 10 years, it only experienced negative annual growth in 2022. With further developments in AI, Microsoft's investment in Open

$SPDR S&P 500 ETF Trust(SPY)$   The S&P 500 just recorded its best first half of an election year since 1976, rising 15%. So what does this mean going forward? Historically, a 10%+ rally in the first half was followed by an average return of 7.7% in the second half. At the same time, the average max drawdown was 8.9%, according to LPL Research. During an election year, the S&P 500 has seen average gain of 4.2% since 1950. Since 1950, the second-half average market return has been 4.8%. History suggests this incredible market rally is set to continue.

SUMMARY OF FED CHAIR POWELL'S COMMENTS (7/2/24): 1. The trend of disinflation appears to be resuming 2. Need to be more confident before reducing rates 3. Fed doesn't see 2% inflation "this year or next year" 4. Budget deficit is very large and unsustainable 5. 4% unemployment is still a very low unemployment rate 6. Moving to fast creates risk of inflation returning The Fed needs more data before rate cuts can begin. It's clear that the Fed will continue their "meeting by meeting" approach. While markets are expecting 2 rate cuts this year, the Fed's latest guidance says 1 cut is coming. The next few months are crucial.

Hello everyone! Today i want to share some trading strategies with you! Hope it can help you!1.The Cybersecurity Value Chain: $Microsoft(MSFT)$ $Palantir Technologies Inc.(PLTR)$ 2.Wise words from Winston Churchill:Follow me to learn more about analysis!!https://x.com/InvestInAssets

I think the "big players" like $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ etc... still dominate the market. they dominated back then and they dominate now... sure new players come into play but most time they "dropped out" along the way... to play safe, I would opt for these big players as they have a solid foundations [Smart] [Smart] [Smart] @koolgal @LMSunshine @rL @SPACE ROCKET