Macro News
Troubled RBA Will Be Last Major Central Bank to Cut Rates
The minutes of the RBA's March policy meeting revealed that the board has now dropped its tightening bias.
Australian Consumers in An Extended Slump as Inflation Expectations Rise
Consumer confidence fell for a second week in a row last week, according to ANZ Roy Morgan, down 0.9 points to 81.9 points, with the overall reading consistent with re...

Let's chat over the weekend. I think the future AI will evolve into a bubble, which will bring a wave of unprecedented opportunities, and of course it also has great risks. Without a bubble, it would be difficult for US stocks to recover significantly. Any short-term risk up to that point would be a good time to lay out. Investments surrounding this AI have also been an opportunity for US stocks for a long time.
Historically, major technological revolutions will create big bubbles. The power revolution in 1920 and the Internet revolution in the last 00 years cannot escape the formation of a huge bubble. This AI revolution also cannot escape the fate of the bubble. What is behind this is the inevitability of historical development. Perhaps these technological revolutions are all naturally prone to bubbles.
I think there are two main reasons: the technological revolution is short-lived for corporate profits. It is undeniable that the technological revolution brings about a boost in productivity, but it is generally short and has a significant effect on the company's profits in the short term. Generally, this kind of growth is difficult to maintain, because once effective, large amounts of capital will enter to compete, which will cause excess profits to be shared evenly. People think that companies that are now very profitable and growing rapidly will continue to grow rapidly in the future. This is the reason for the bubble.
The second reason is that people generally believe that individual companies will benefit from the technological revolution, so it is inferred that similar companies will also benefit. There are many examples of these markets. The most recent one was the 20-year electric vehicle concept. $Tesla(TSLA.US)$ The stock price has doubled tenfold in a year, and there are also many emerging companies, many...

The upcoming week in the financial markets is poised for scrutiny as earnings reports and pivotal economic indicators are set to be released.
Monday will see $Oracle(ORCL.US)$ set the tone for the week, followed by a suite of announcements from $Manchester United(MANU.US)$, $On Holding(ONON.US)$, and $Phunware(PHUN.US)$ on Tuesday. Wednesday's lineup features $Dollar Tree(DLTR.US)$, $ZIM Integrated Shipping(ZIM.US)$, and ...

GENM GENTING MALAYSIA Genting Malaysia - A bullish indicator has appeared, and it has also broken through the main chip line. Post-market chip peak technical analysis. [CC ENGLISH SUBTITLES ENG SUB] .09032024
$GENM(4715.MY)$

Welcome to our column, where we track and analyze the ever-changing volatility of the S&P 500 indice and stocks with notable option volatility.
Implied volatility is a measure of the market's expectation of the potential price movements of the stock in the future.
The $S&P 500 Index(.SPX.US)$ has experienced a modest increase this week, inching up from 5123.68 to 5137.08. Alongside the change in the index value, there has been a noteworth...

$Phunware(PHUN.US)$ Let's go