Ajou
liked
Powell further lowered expectations of interest rate cuts, and the volatility of the US stock market increased. The S&P 500 and Nasdaq indices fell for three consecutive days, hitting their lowest point in nearly two months, while the Dow Jones index finally stopped falling after six consecutive days of decline. In terms of technology stocks, Tesla and Apple continued to decline, while new chips equipped with AI technology caused AMD and Nvidia to reverse the market.
Furthermore, Morgan Stanley bucked the trend and rose 2.5% after the earnings report was released, while Bank of America plummeted 5% in the intraday period, the biggest decline in more than a year. At the same time, Volkswagen's sales of electric vehicles in the European market have declined significantly. Analysts believe that this trend is related to European governments' reduction in electric vehicle subsidies.
In terms of Federal Reserve policy, Chairman Powell's latest speech has further dampened market expectations for short-term interest rate cuts. He pointed out that since inflation lacks further improvement, it may be appropriate to keep interest rates high. Following this statement, the two-year US Treasury yield and the US dollar index both climbed to recent highs, while the yen continued to fall.
In the commodity market, crude oil prices tried to rebound unsuccessfully and fell for the second day in a row. The price of gold continued to rise, reaching a record high for the fourth day in a row. In the metal market, the price of copper has fallen below the highest level in the past two years, while the price of aluminum has reached a 14-month high. Meanwhile, the price of Bitcoin plummeted by more than $2,000 in one day, falling below the $62,000 mark.
In the Chinese market, the China Securities Index continued to fall, hitting a two-month low, and NIO Auto fell more than 2%. The offshore renminbi is hitting five...
Furthermore, Morgan Stanley bucked the trend and rose 2.5% after the earnings report was released, while Bank of America plummeted 5% in the intraday period, the biggest decline in more than a year. At the same time, Volkswagen's sales of electric vehicles in the European market have declined significantly. Analysts believe that this trend is related to European governments' reduction in electric vehicle subsidies.
In terms of Federal Reserve policy, Chairman Powell's latest speech has further dampened market expectations for short-term interest rate cuts. He pointed out that since inflation lacks further improvement, it may be appropriate to keep interest rates high. Following this statement, the two-year US Treasury yield and the US dollar index both climbed to recent highs, while the yen continued to fall.
In the commodity market, crude oil prices tried to rebound unsuccessfully and fell for the second day in a row. The price of gold continued to rise, reaching a record high for the fourth day in a row. In the metal market, the price of copper has fallen below the highest level in the past two years, while the price of aluminum has reached a 14-month high. Meanwhile, the price of Bitcoin plummeted by more than $2,000 in one day, falling below the $62,000 mark.
In the Chinese market, the China Securities Index continued to fall, hitting a two-month low, and NIO Auto fell more than 2%. The offshore renminbi is hitting five...
Translated
22
Ajou
liked
Trade Secret
doing trading daily without emotion , you can still earn some money even on a downtrend market, just be focus on your goals. So far March is one of the best month for me, hopefully i can repeat this every month. Good luck to all of us.
doing trading daily without emotion , you can still earn some money even on a downtrend market, just be focus on your goals. So far March is one of the best month for me, hopefully i can repeat this every month. Good luck to all of us.
7
Ajou
liked and commented on
$Pfizer(PFE.US$ Where is the science here? We know that the two vaccine shots was not effective, but we know that booster will be? Has any testing been done on how the booster interacts with Omicron? Is there a possibility, remote as it may be, that the booster would make Omicron more precarious?
I really feel disgusted by this push for the booster. We have been lied to related to the vaccine (I am still suffering from its side effects after six months of taking the second shot), and now they want to make the booster mandatory. If this is not appalling, what would be?
I really feel disgusted by this push for the booster. We have been lied to related to the vaccine (I am still suffering from its side effects after six months of taking the second shot), and now they want to make the booster mandatory. If this is not appalling, what would be?
32
15
Ajou
liked
$Ford Motor(F.US$ I assume Argo is going to go public soon. That along with some revenue should take the place of Ford and VW continually financing Argo. That in itself is cash flow positive for Ford. I think that is good enough for Ford for the time being.
14
2
Ajou
liked and commented on
$Sunnova Energy International(NOVA.US$ $Dow Jones Industrial Average(.DJI.US$ As I watch solar farms sprawling up around me I can only think it is time to rethink what they are doing. I am seeing some of our most productive real farms being taken permanently out of service all the while more and more people are food insecure. Why can't they strategically place the solar panels on elevated poles at varying heights in a straight row so that they do not permanently block the sunlight and the tractors can still get up and down the rows between them?
17
2
Ajou
liked
$Microsoft(MSFT.US$ Corporate governance is a total joke nowadays. If every founder/mgmt team rigs the share count so that they maintain voting power no matter what, the incentives are totally misaligned.
Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.
Put up or shut up. If you don’t deliver for the shareholder base, they should be able to fire your a** or change management.
And what’s with the share count here? How did that even happen? 4.6 billion? Dear God why? This may be a great business I really have no idea but good luck moving a stock consistently with a float that big.
14
5
Ajou
liked and commented on
$Microsoft(MSFT.US$ I know you people are trying to use "regular investor guy" mentality to justify the CEO selling ½ his shares, but a CEO is not a regular guy. It shows a lack of confidence in his company and his management to sell that much all at once. Selling now to avoid paying a 7% tax later means he doesn't think the stock will go up 7% in the next year. It also lacks class, since that kind of money is just a scorecard. You don't actually spend it. So talking about tax management like you're some kind of regular guy who's saving up to buy a house is silly. He chose to sell shares because he could see that the price today is higher than it will be in the future. This is terrible optics and is a clear sign that something bad is coming. A CEO has a pretty good idea what business looks like for the next 12 months & this is a huge sell signal. Invest if you want, but don't say I didn't warn you.
17
7
Ajou
liked
Despite a threat to vaccine-driven immunity with the recent emergence of the new COVID-19 variant Omicron, $Pfizer(PFE.US$ is on course to record its best monthly gain since Dec. 1991.
Over the past 12 months, the shares of the New York-based pharma giant has climbed ~40.8% well outperforming the broader index, as indicated in the graph below. Driven by the sales of the vaccine it co-developed with $BioNTech(BNTX.US$ , its revenue has more than doubled over the past year.
Pfizer’s performance contrasts with rival vaccine maker $Moderna(MRNA.US$ whose CEO has warned that the COVID-19 vaccines could lose efficacy against Omicron, classified by the World Health Organization (WHO) as a global variant of concern.
However, Pfizer targets both preventative and therapeutic aspects of the disease with its vaccine and the experimental COVID-19 pill Paxlovid, for which the company has already sought U.S. regulatory authorization.
Over the past 12 months, the shares of the New York-based pharma giant has climbed ~40.8% well outperforming the broader index, as indicated in the graph below. Driven by the sales of the vaccine it co-developed with $BioNTech(BNTX.US$ , its revenue has more than doubled over the past year.
Pfizer’s performance contrasts with rival vaccine maker $Moderna(MRNA.US$ whose CEO has warned that the COVID-19 vaccines could lose efficacy against Omicron, classified by the World Health Organization (WHO) as a global variant of concern.
However, Pfizer targets both preventative and therapeutic aspects of the disease with its vaccine and the experimental COVID-19 pill Paxlovid, for which the company has already sought U.S. regulatory authorization.
32
13
Ajou
liked and commented on
$Alibaba(BABA.US$ If you calculate the investment in alibaba with the stake munger holds in the daily journal, then it is less than 1% of his net worth. It's not a high conviction pick, and there's a reason it's not in the berkshire portfolio but in the no-one-gives-a-crap daily journal bootleg roobin hood portfolio. Everyone mentioning munger as a pillar of an investment thesis for buying BABA has lost his mind.
13
5
Ajou
liked
$Tesla(TSLA.US$ "In effect, looked at over a six month period, we won’t have delivered any extra cars but we will have spent a lot of money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter."
I'm pretty sure that a large number of Tesla employees who long ago understood that "we won’t have delivered any extra cars" were looking at their CEO thinking: "what an idiot!"
Also is funny to observe that the Tesla cult imbeciles who now agree that this new strategy makes perfect sense, the last quarter were saying that the old strategy made sense.
Whatever felon says, the cult is impressed.
I'm pretty sure that a large number of Tesla employees who long ago understood that "we won’t have delivered any extra cars" were looking at their CEO thinking: "what an idiot!"
Also is funny to observe that the Tesla cult imbeciles who now agree that this new strategy makes perfect sense, the last quarter were saying that the old strategy made sense.
Whatever felon says, the cult is impressed.
13
7
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)