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上周表现最差的股票:你的投资组合中有这10只大盘股吗?(2024年4月21日至27日)
随着财报季的全面展开,这十只大盘股是上周表现最差的股票。它们在你的投资组合中吗?LKQ公司(纳斯达克股票代码:LKQ)股价在公司重启后下跌12.3%
Benzinga18:27 (美东)
随着降息的推出,高盛着眼于优质股票
在美联储延迟降息的前景下,投资者正在关注优质股票。
Seeking Alpha15:24 (美东)
摩根士丹利资本国际公司(MSCI)总裁兼首席运营官Cd Pettit收购了7,500股股票
Yahoo Finance04/26 13:00 (美东)
MSCI Inc(MSCI.US)董事增持1.3万股普通股股份,价值约605.7万美元
4月26日报道,根据美国证券交易委员会(SEC)4月26日披露的文件,$MSCI Inc(MSCI.US)$董事Fernandez Henry A于4月25日以每股平均价465.92美元增持1.3万股普通股股份,价值约为605.7万美元。图片来源:SEC官网 什么是持股变动声明?SEC要求上市公司内幕人士公开披露其证券交易和持股情况,当内幕人士的持股发生变化时,根据不同情形,需要在交易结束后的一定
moomoo资讯04/26 10:01 (美东)
MSCI Inc(MSCI.US)董事增持7,500股普通股股份,价值约344.56万美元
4月26日报道,根据美国证券交易委员会(SEC)4月26日披露的文件,$MSCI Inc(MSCI.US)$董事Pettit CD Baer于4月25日以每股平均价459.41美元增持7,500股普通股股份,价值约为344.56万美元。图片来源:SEC官网 什么是持股变动声明?SEC要求上市公司内幕人士公开披露其证券交易和持股情况,当内幕人士的持股发生变化时,根据不同情形,需要在交易结束后的一定时
moomoo资讯04/26 10:01 (美东)
根据美国证券交易委员会最近的一份文件,摩根士丹利资本国际公司内幕人士购买了价值3,445,575美元的股票
2024年4月25日,董事、总裁兼首席运营官C.D. Baer Pettit以3,445,575美元的价格购买了摩根士丹利资本国际公司(MSCI)的7,500股股票。在向美国证券交易委员会提交表格 4 后,Pettit 控制了
MT Newswires04/26 09:54 (美东)
BelleWeather :
I think proper portfolio positioning vis a vis inflation is important. The concern I have is stagflation, so I’m trying to be defensive to that. This is difficult. And timing the market is impossible and crazy-making, so I personally am taking each day as it comes.
I don’t think anyone is going to sell off over these concerns, and Powell is not about to fan those flames either!
SpyderCall楼主 BelleWeather: They might not sell over these concerns. But when these variables are present, then any negative catalyst will likely catalyze a selloff. For example, if we get bad rhetoric from Powell next week, then we might see extra volatility. That being said, in the current environment, any selloff will be a good buying opportunity until something breaks in the economy.
SpyderCall楼主 BelleWeather: So far, wages and employment numbers have held up, so stagflation is not a concern until inflation picks back up. With the way oil and gasoline prices have been climbing, we could possibly see a stagflationary environment soon, but not yet. Things are almost perfect in the economic data currently. We are in a goldilocks zone for the Fed right now. And if things get worse, then the Fed has already mentioned cutting rates. That would be even more accomodative for equities as the "Fed Put" will be in play at that point. So, if we do see stagflation, it shouldn't last long as the Fed will accommodate markets when the inflation, wages, or employment situation changes negatively.
BelleWeather : Agreed on the Goldilocks zone vis a vis the Fed mandate save one issue - the reserve bank balance is almost out - won’t they have to move to correct that?
SpyderCall楼主 BelleWeather:
They have been greatly decreasing the balance sheet since march 2022. This is done through selling treasury bonds or mortgage securities. Short-term treasuries, like bills, have been the biggest culprits for the runoff of the balance sheet. This has been unwinding the massive amount of asset purchases since the 2008 financial crisis.
They purchased all of these assets back then as a form of quantative easing to boost the economy. Right now, they are selling treasury notes at sky-high yields to provide liquidity to banks essentially. This is putting more liabilities onto the balance sheet, which brings the balance down.
I don't think the balance sheet runoff is such a big deal at the moment.
Once the economy is showing signs of trouble, then I think we will need to worry about the Fed balance sheet. If they start buying assets, essentially quantative easing, then they might think that there is weakness in the economy.
You might think that with the Fed balance falling like it is, then long-term treasuries should be falling along with the balance. But that has not been the case since last November as these treasuries have been climbing.
This tells me that the balance sheet is now falling because the Fed is adding liquidity through short-term bond sales, which inject liquidity into the economy, which is good for an economy and equities.
BelleWeather :
Bull markets tend to last a long time compared to bear, and the interim has only gotten longer in recent decades. I’ve just started trading (was buy and hold only until a friend was successfully swing trading my picks, so I joined in, practicing with crypto, and playing options leading up to earnings, and turned it into a game of making the number go up .) But I think this is a failing of TA - it isn’t meaningful in this context. I am learning that it is very much so moment to moment for entry & exit points, though! There are many reasons that the bull will continue, only fears that it won’t. This is the fun part, I intend to enjoy it.
(And looking back, market PE isn’t so high compared to that over the past 5-7 years.
All Also Taken BelleWeather: swing trading is fun but you don't make much money with it compared to the risk to have to take, and the work you have to do :)
BelleWeather All Also Taken: Yes, I actually stopped doing so in crypto when I analyzed and saw how much upside I missed! And it’s a lot of work, true! It helps me to follow along with people who explain things here and in other forums. Helps me guide my thoughts, etc. But mostly I look at volume, liquidity and trend - maybe support and resistance to optimize entry or exit when reallocating capital. And that’s how I swing trade, too, now - use some TA, preferably someone’s I trust more than my own, hahaha, to make changes to a portfolio while preserving the maximum capital. But the sad truth is, I might simply be better off not trading at all. In crypto for certain, I did well, but would have hit all targets had I not missed 250% of gains by swapping tokens and coins. Since I don’t have infinite capital, and am prone to so many mistakes, trading stocks is more a side effect than the plan. Options, I think, are the happy medium, if used as a tool, not a gamble (though I’ve done that too, haha.) They allow shorter time frames and are less subject to certain errors and battling algorithms; the Greeks are fun, too.
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ZZZZakk :