TRIUMPHANT RETURNS
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Cutting Rates and Higher for Longer?
The Fed is suggesting that rates will be higher for longer. They pushed rate cuts farther out on the dot plot but still maintained the idea of at least one cut this year. There was no mention of any rate hikes and they also increased their projections for GDP. It looks like the market and the economy are in a perfect goldilocks zone.
Basically, everything in the economy is just fine in the eyes of the Fed. With no ...
The Fed is suggesting that rates will be higher for longer. They pushed rate cuts farther out on the dot plot but still maintained the idea of at least one cut this year. There was no mention of any rate hikes and they also increased their projections for GDP. It looks like the market and the economy are in a perfect goldilocks zone.
Basically, everything in the economy is just fine in the eyes of the Fed. With no ...
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$Tesla(TSLA.US$Cmon there ' s no robot in Tesla ..only a scheme to get more pay package.
$Meta Platforms(META.US$$Alphabet-A(GOOGL.US$$Uber Technologies(UBER.US$$Advanced Micro Devices(AMD.US$$Netflix(NFLX.US$$Carnival(CCL.US$$Lululemon Athletica(LULU.US$
$Meta Platforms(META.US$$Alphabet-A(GOOGL.US$$Uber Technologies(UBER.US$$Advanced Micro Devices(AMD.US$$Netflix(NFLX.US$$Carnival(CCL.US$$Lululemon Athletica(LULU.US$
$Bitdeer Technologies(BTDR.US$ AI cloud to mine BTC?
$Singtel 10(Z77.SG$$StarHub(CC3.SG$$Super Micro Computer(SMCI.US$$Futu Holdings Ltd(FUTU.US$$Sea(SE.US$$Marathon Digital(MARA.US$$MicroStrategy(MSTR.US$$iShares Bitcoin Trust(IBIT.US$$Alibaba(BABA.US$$Tesla(TSLA.US$$Meta Platforms(META.US$$Uber Technologies(UBER.US$$Netflix(NFLX.US$
$Singtel 10(Z77.SG$$StarHub(CC3.SG$$Super Micro Computer(SMCI.US$$Futu Holdings Ltd(FUTU.US$$Sea(SE.US$$Marathon Digital(MARA.US$$MicroStrategy(MSTR.US$$iShares Bitcoin Trust(IBIT.US$$Alibaba(BABA.US$$Tesla(TSLA.US$$Meta Platforms(META.US$$Uber Technologies(UBER.US$$Netflix(NFLX.US$
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TRIUMPHANT RETURNS
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$Easterly Government Properties Inc(DEA.US$Revenue has continued to grow in the past 5 years, with an average growth rate of 17.5%. Recently, the growth rate fell to 6.8%. Operating profit increased in the previous 4 years, and there was almost no change. The 5-year average growth rate was 24.6%. Net profit also surged in 2021. In 2022, it only grew 4.7%, and the company's profit and loss on assets sold is very small.
In the first half of 2023, revenue contracted 1.7%, operating profit shrank 15.7%, and net profit shrank 38%.
Currently, the price-earnings ratio is 37.5, the price-earnings ratio is 47.2, the dividend ratio is 8.3%, and the net price-earnings ratio is 0.95. Taken together, the valuation is too high.
In the first half of 2023, revenue contracted 1.7%, operating profit shrank 15.7%, and net profit shrank 38%.
Currently, the price-earnings ratio is 37.5, the price-earnings ratio is 47.2, the dividend ratio is 8.3%, and the net price-earnings ratio is 0.95. Taken together, the valuation is too high.
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$Qualcomm(QCOM.US$ ho ho ho, a AI Johnny come lately Qualcomm wants to grab a slice of the AI market. and it is in more devices than any chip player.
$Advanced Micro Devices(AMD.US$$Intel(INTC.US$$ON Semiconductor(ON.US$$Alphabet-A(GOOGL.US$$Meta Platforms(META.US$$Netflix(NFLX.US$$Uber Technologies(UBER.US$$AMC Entertainment(AMC.US$$Lululemon Athletica(LULU.US$ $Coinbase(COIN.US$$Alibaba(BABA.US$$Sea(SE.US$$Micron Technology(MU.US$$Broadcom(AVGO.US$$Super Micro Computer(SMCI.US$
$Advanced Micro Devices(AMD.US$$Intel(INTC.US$$ON Semiconductor(ON.US$$Alphabet-A(GOOGL.US$$Meta Platforms(META.US$$Netflix(NFLX.US$$Uber Technologies(UBER.US$$AMC Entertainment(AMC.US$$Lululemon Athletica(LULU.US$ $Coinbase(COIN.US$$Alibaba(BABA.US$$Sea(SE.US$$Micron Technology(MU.US$$Broadcom(AVGO.US$$Super Micro Computer(SMCI.US$
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$Coinbase(COIN.US$ early windfall bonus for Coinbase insiders.
$Marathon Digital(MARA.US$$Bitcoin(BTC.CC$$iShares Bitcoin Trust(IBIT.US$$Hut 8(HUT.US$$BTCS Inc(BTCS.US$
$Marathon Digital(MARA.US$$Bitcoin(BTC.CC$$iShares Bitcoin Trust(IBIT.US$$Hut 8(HUT.US$$BTCS Inc(BTCS.US$
TRIUMPHANT RETURNS
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Investment Highlights Updated: 03/07/24
Powell is confident that inflation will fall back, and interest rate cuts are still the general direction
Benefit
Federal Reserve Chairman Powell testified in the House of Representatives and Senate to publish the latest semi-annual monetary policy report. He reiterated to members of Congress that the authorities are not in a hurry to cut interest rates until they are convinced of successfully fighting inflation. According to the testimony prepared by Powell, it may be appropriate to start cutting interest rates “sometime this year,” but it also shows that preparations have not yet been made. He has some confidence in reducing inflation to the target. He wants to see more data before cutting interest rates. He doesn't want inflation to reach 2% before easing begins, and Fed officials need to be “more confident” that inflation falls back to 2% 👍👍👍
Powell is confident that inflation will fall back, and interest rate cuts are still the general direction
Benefit
Federal Reserve Chairman Powell testified in the House of Representatives and Senate to publish the latest semi-annual monetary policy report. He reiterated to members of Congress that the authorities are not in a hurry to cut interest rates until they are convinced of successfully fighting inflation. According to the testimony prepared by Powell, it may be appropriate to start cutting interest rates “sometime this year,” but it also shows that preparations have not yet been made. He has some confidence in reducing inflation to the target. He wants to see more data before cutting interest rates. He doesn't want inflation to reach 2% before easing begins, and Fed officials need to be “more confident” that inflation falls back to 2% 👍👍👍
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