nepia02
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Cool maybe I can swap my Superannuation into $BTC with ASX
Total superannuation assets in Australia was $3.7 trillion at the end of December 2023 and is increasig by 3.8% each quarter.
$S&P/ASX 200(.XJO.AU$
Total superannuation assets in Australia was $3.7 trillion at the end of December 2023 and is increasig by 3.8% each quarter.
$S&P/ASX 200(.XJO.AU$
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nepia02
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Good morning mooers! Here are things you need to know about today's market:
● S&P/TSX 60 Index Standard Futures are trading at 1,318.40, up 0.05%.
● Financial experts see lower recession risk, slower rate cuts: BoC survey
● Higher US LNG deliveries, easing geopolitical tensions to put pressure on EU natural gas prices, Commerzbank says
● Canada aims to attract Honda and ...
● S&P/TSX 60 Index Standard Futures are trading at 1,318.40, up 0.05%.
● Financial experts see lower recession risk, slower rate cuts: BoC survey
● Higher US LNG deliveries, easing geopolitical tensions to put pressure on EU natural gas prices, Commerzbank says
● Canada aims to attract Honda and ...
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nepia02
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Hello mooers! Check out the latest market dynamics of the metals and mining industry over the past week.
• Base metals: Copper and aluminum continued to climb
• Precious metals: Gold slightly down; Silver dropped 2.5%
• Bulk commodity: Thermal coal rose by 3.6%
Spot Price Snapshot
Key Price Moves
On April 13, the LME announced that it would not allow Russian metal produced after that date to ...
• Base metals: Copper and aluminum continued to climb
• Precious metals: Gold slightly down; Silver dropped 2.5%
• Bulk commodity: Thermal coal rose by 3.6%
Spot Price Snapshot
Key Price Moves
On April 13, the LME announced that it would not allow Russian metal produced after that date to ...
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I put more emphasis on Copper when it retested the $4 breakout and now I don't see anything of real substance to stop it from testing $5 again. $Rio Tinto Ltd(RIO.AU$ $BHP Group Ltd(BHP.AU$
$Newmont Corp(NEM.AU$ $Fortescue Ltd(FMG.AU$
$Newmont Corp(NEM.AU$ $Fortescue Ltd(FMG.AU$
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nepia02
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As the world economy navigates through geopolitical tensions and macroeconomic shifts, the Canadian stock market is emerging as a beacon of potential outperformance, according to Brian Belski, Chief Investment Strategist at BMO. His analysis suggests that while the US stock market's current upward trajectory may be reaching its apex while Canadian equities are on the cusp of a bullish phase.
"There is an increasing risk o...
"There is an increasing risk o...
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1. The war situation in the Middle East has always been carried out in a “proxy war situation”. Pro-Iranian forces, such as Hezbollah in Lebanon, the Syrian government, Hamas, and Iraqi militias, have clashed with Israel's border
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
Translated
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nepia02
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$ARK Innovation ETF(ARKK.US$ For perspective, the chart taken below from the ARK Invest website presented ARKK's top-ten holdings of the ARK Innovation ETF as of August 9th, 2021.
Looking at a similar snapshot today, which is shown below, even though Tesla's shares have galloped higher, Cathie Wood has been a consistent seller, and the market value of Tesla shares held at ARKK has actually declined.
Sticking with the top-ten holdings of the ARK Innovation ETF as of August 9th, 2021, and looking at a performance update today is illuminating.
Here was the performance year-to-date of the top holdings of ARKK, as of August 9th, 2021, interspersed with the SPDR S&P 500 ETF, and the Invesco QQQ Trust.
$Shopify(SHOP.US$ - Up 36.9%
$Block(SQ.US$ - Up 28.5%
$Roku Inc(ROKU.US$ - Up 19.8%
$SPDR S&P 500 ETF(SPY.US$ - Up 19.0%
$Nasdaq Composite Index(.IXIC.US$ - Up 17.8%
$Zoom Video Communications(ZM.US$ - Up 13.6%
$Coinbase(COIN.US$ - Up 12.2%
$Twilio(TWLO.US$ - Up 11.1%
$Tesla(TSLA.US$ - Up 1.2%
$Teladoc Health(TDOC.US$ - Down 24.7%
$Unity Software(U.US$ - Down 28.2%
$Spotify Technology(SPOT.US$ - Down 28.6%
At that point in time, only three holdings of the top-ten holdings in the ARK Innovation ETF, more specifically, Shopify, Square, and Roku, were outperforming the 19.0% gain in the S&P 500 Index, and the average performance of the top-ten holdings was a gain of 4.2%. This was a better return than the ARK Innovation ETF itself, which remember was up only 0.2% YTD through August 9th, 2021.
Ranking that same list of companies, here are the updated year-to-date return figures as of November 23rd, 2021.
$Tesla(TSLA.US$ - Up 57.2%
$Shopify(SHOP.US$ - Up 39.0%
$Nasdaq Composite Index(.IXIC.US$ - Up 27.1%
$Coinbase(COIN.US$ - Up 26.9%
$SPDR S&P 500 ETF(SPY.US$ - Up 26.5%
$Unity Software(U.US$ - Up 14.7%
$Block(SQ.US$ - Down 3.3%
$Twilio(TWLO.US$ - Down 18.7%
$Spotify Technology(SPOT.US$ - Down 22.8%
$Roku Inc(ROKU.US$ - Down 31.9%
$Zoom Video Communications(ZM.US$ - Down 38.7%
$Teladoc Health(TDOC.US$ - Down 48.4%
There has been a wholesale change in the performance rankings, with SHOP really the only constant. Today, three of the ARKK top-ten components are outperforming the SPDR 500 ETF. Looking closer, only two of the ARKK top-ten components are outperforming the Invesco QQQ Trust, and these two are TSLA and SHOP. The average performance of the top-ten holdings has declined from a 4.2% gain as of August 9th, 2021, to a 2.6% loss. Notably, this is less of a decline in the performance of ARKK itself, which was up 0.2% as of August 9th, 2021, yet is down by 14.9% as of November 23rd, 2021. Compared to August 9th, 2021, the biggest market capitalization positions have thrived, yet it is the underbelly of ARKK that has seen a more dramatic sell-off, which is of course represented by some underperforming companies in ARKK's top-ten list, notably TDOC, ZM, and ROKU.
Looking at a similar snapshot today, which is shown below, even though Tesla's shares have galloped higher, Cathie Wood has been a consistent seller, and the market value of Tesla shares held at ARKK has actually declined.
Sticking with the top-ten holdings of the ARK Innovation ETF as of August 9th, 2021, and looking at a performance update today is illuminating.
Here was the performance year-to-date of the top holdings of ARKK, as of August 9th, 2021, interspersed with the SPDR S&P 500 ETF, and the Invesco QQQ Trust.
$Shopify(SHOP.US$ - Up 36.9%
$Block(SQ.US$ - Up 28.5%
$Roku Inc(ROKU.US$ - Up 19.8%
$SPDR S&P 500 ETF(SPY.US$ - Up 19.0%
$Nasdaq Composite Index(.IXIC.US$ - Up 17.8%
$Zoom Video Communications(ZM.US$ - Up 13.6%
$Coinbase(COIN.US$ - Up 12.2%
$Twilio(TWLO.US$ - Up 11.1%
$Tesla(TSLA.US$ - Up 1.2%
$Teladoc Health(TDOC.US$ - Down 24.7%
$Unity Software(U.US$ - Down 28.2%
$Spotify Technology(SPOT.US$ - Down 28.6%
At that point in time, only three holdings of the top-ten holdings in the ARK Innovation ETF, more specifically, Shopify, Square, and Roku, were outperforming the 19.0% gain in the S&P 500 Index, and the average performance of the top-ten holdings was a gain of 4.2%. This was a better return than the ARK Innovation ETF itself, which remember was up only 0.2% YTD through August 9th, 2021.
Ranking that same list of companies, here are the updated year-to-date return figures as of November 23rd, 2021.
$Tesla(TSLA.US$ - Up 57.2%
$Shopify(SHOP.US$ - Up 39.0%
$Nasdaq Composite Index(.IXIC.US$ - Up 27.1%
$Coinbase(COIN.US$ - Up 26.9%
$SPDR S&P 500 ETF(SPY.US$ - Up 26.5%
$Unity Software(U.US$ - Up 14.7%
$Block(SQ.US$ - Down 3.3%
$Twilio(TWLO.US$ - Down 18.7%
$Spotify Technology(SPOT.US$ - Down 22.8%
$Roku Inc(ROKU.US$ - Down 31.9%
$Zoom Video Communications(ZM.US$ - Down 38.7%
$Teladoc Health(TDOC.US$ - Down 48.4%
There has been a wholesale change in the performance rankings, with SHOP really the only constant. Today, three of the ARKK top-ten components are outperforming the SPDR 500 ETF. Looking closer, only two of the ARKK top-ten components are outperforming the Invesco QQQ Trust, and these two are TSLA and SHOP. The average performance of the top-ten holdings has declined from a 4.2% gain as of August 9th, 2021, to a 2.6% loss. Notably, this is less of a decline in the performance of ARKK itself, which was up 0.2% as of August 9th, 2021, yet is down by 14.9% as of November 23rd, 2021. Compared to August 9th, 2021, the biggest market capitalization positions have thrived, yet it is the underbelly of ARKK that has seen a more dramatic sell-off, which is of course represented by some underperforming companies in ARKK's top-ten list, notably TDOC, ZM, and ROKU.
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nepia02
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It's that time of year for $Disney(DIS.US$ annual report, and poring through its length gives some clues to the company's investment plans ahead.
Coming to the forefront of key questions for streaming services is the still-growing need for ever more content to feed them; Disney's no exception there, and it gave considerable attention on its earnings call earlier this month to the rebound it expects when the programs it's planning make their way through the pipe.
The annual report gives an indicator of Disney's seriousness there. It currently expects fiscal 2022 spend on "produced and licensed content, including sports rights" to be as much as $33 billion - about $8 billion more than an already-high 2021 figure.
That boost is "driven by higher spend to support our (direct-to-consumer) expansion and generally assumes no significant disruptions to production due to COVID-19," the company says.
As for corporate-wide capital expenditures, it's looking to raise those in 2022 to $6.1 billion from 2021's total of $3.6 billion, expecting "higher spending on cruise ship fleet expansion, corporate facilities and production facilities and technology" at its Disney Media and Entertainment Distribution segment.
The report also lays out the number of subscribers to Disney's linear pay-TV channels, and they indicate a still-hefty decline in ESPN subs, among the priciest in all of pay television.
Domestic subscribers to ESPN fell to 76 million from 2020's 84 million. (Considering bundling, 76 million also represents the number of subs for Disney Channel, ESPN 2, Freeform, and National Geographic.) For the Fox channels it inherited in its acquisition of those media assets, FX had 77 million subscribers in 2021, while FXX had 72 million and FXM 47 million.
On an international basis, Disney Channel has 162 million subscribers; ESPN has 64 million; Fox has 184 million; and National Geographic 320 million. Star General Entertainment has 132 million subs while Star Sports has 84 million.
Disney's expecting to rule the long holiday weekend at the box office with the most recent release from its animation department, Encanto.
Coming to the forefront of key questions for streaming services is the still-growing need for ever more content to feed them; Disney's no exception there, and it gave considerable attention on its earnings call earlier this month to the rebound it expects when the programs it's planning make their way through the pipe.
The annual report gives an indicator of Disney's seriousness there. It currently expects fiscal 2022 spend on "produced and licensed content, including sports rights" to be as much as $33 billion - about $8 billion more than an already-high 2021 figure.
That boost is "driven by higher spend to support our (direct-to-consumer) expansion and generally assumes no significant disruptions to production due to COVID-19," the company says.
As for corporate-wide capital expenditures, it's looking to raise those in 2022 to $6.1 billion from 2021's total of $3.6 billion, expecting "higher spending on cruise ship fleet expansion, corporate facilities and production facilities and technology" at its Disney Media and Entertainment Distribution segment.
The report also lays out the number of subscribers to Disney's linear pay-TV channels, and they indicate a still-hefty decline in ESPN subs, among the priciest in all of pay television.
Domestic subscribers to ESPN fell to 76 million from 2020's 84 million. (Considering bundling, 76 million also represents the number of subs for Disney Channel, ESPN 2, Freeform, and National Geographic.) For the Fox channels it inherited in its acquisition of those media assets, FX had 77 million subscribers in 2021, while FXX had 72 million and FXM 47 million.
On an international basis, Disney Channel has 162 million subscribers; ESPN has 64 million; Fox has 184 million; and National Geographic 320 million. Star General Entertainment has 132 million subs while Star Sports has 84 million.
Disney's expecting to rule the long holiday weekend at the box office with the most recent release from its animation department, Encanto.
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$Netflix(NFLX.US$ The big question is not just where Netflix ends up going next but where is the market as such going.
Will there be a good correction inbound or is the market just taking a small pause now to rise higher very soon?
The answers will unfold in front of us in the next coming weeks
Will there be a good correction inbound or is the market just taking a small pause now to rise higher very soon?
The answers will unfold in front of us in the next coming weeks
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nepia02
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$XPeng(XPEV.US$ rallies after the company sold more cars than anticipated in Q3.
The Chinese automaker reported Q3 deliveries growth of 199% Y/Y to 25,666 units vs. the guidance range of 23,000 to 25,000 vehicles. Total revenue was up 188% during the quarter.
Xpeng also highlighted again its plans to expand in Europe and invest in self-driving technology.
XPEV traded as high as $54.00 earlier in the session to mark its high point since January.
The Chinese automaker reported Q3 deliveries growth of 199% Y/Y to 25,666 units vs. the guidance range of 23,000 to 25,000 vehicles. Total revenue was up 188% during the quarter.
Xpeng also highlighted again its plans to expand in Europe and invest in self-driving technology.
XPEV traded as high as $54.00 earlier in the session to mark its high point since January.
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