Here's a breakdown of the full report: CPI 0.3% MoM, Exp. 0.4% MoM CPI 3.4% YoY, Exp. 3.4% YoY CPI Core 0.3% MoM, Exp. 0.3% MoM CPI Core 3.6% YoY, Exp. 3.6% Retail sales missed expectations, coming in at 0.0% vs 0.4% Exp. Yesterday, Powell reiterated a patient stance on rates: “we'll need to be patient and let restrictive policy do its work.” “I do think it's really a question of keeping policy at the current rate for longer than ha...
Markets have been slow to embrace high for longer inflation (chart). Forecasting inflation is hard in normal times, a lot harder — when structural megaforces are overlaying cyclical forces and pandemic distortion (chart). Think about: ->Ageing Population and related greater healthcare and social security spend; ->Geopolitcal Fragmentation and related supply chain reconfiguration and greater defence spend; ->Low Carbon Transition and related series of supply shocks; —> ...
After reading@doctorpot1's post about theModern Portfolio Theory(READ FIRST), some research was done to have a deeper understanding on the theory, and I've applied the theory to 3 paperfolios. Before we start, there are some points to keep in mind. 1. Different from doctorpot's post, I'm allocating to VOO and QQQM as they offer lower expense ratio and potentially higher dividend returns as a tradeoff for lower AUM. 2. Due to limited data from$NASDAQ100指數ETF-Invesco(QQQM.US)$, efficie...
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$標普500波動率指數(.VIX.US)$
$標普500ETF-Vanguard(VOO.US)$ $SPDR 標普500指數ETF(SPY.US)$ $納指100ETF-Invesco QQQ Trust(QQQ.US)$ $NASDAQ100指數ETF-Invesco(QQQM.US)$
CPI 0.3% MoM, Exp. 0.4% MoM
CPI 3.4% YoY, Exp. 3.4% YoY
CPI Core 0.3% MoM, Exp. 0.3% MoM
CPI Core 3.6% YoY, Exp. 3.6%
Retail sales missed expectations, coming in at 0.0% vs 0.4% Exp.
Yesterday, Powell reiterated a patient stance on rates:
“we'll need to be patient and let restrictive policy do its work.”
“I do think it's really a question of keeping policy at the current rate for longer than ha...
Think about:
->Ageing Population and related greater healthcare and social security spend;
->Geopolitcal Fragmentation and related supply chain reconfiguration and greater defence spend;
->Low Carbon Transition and related series of supply shocks;
—> ...
Before we start, there are some points to keep in mind.
1. Different from doctorpot's post, I'm allocating to VOO and QQQM as they offer lower expense ratio and potentially higher dividend returns as a tradeoff for lower AUM.
2. Due to limited data from $NASDAQ100指數ETF-Invesco(QQQM.US)$ , efficie...
$特斯拉(TSLA.US)$
Thread carefully and don't listen to what influencers say.
Do your own research!
$Palantir(PLTR.US)$
$SPDR道瓊斯指數ETF(DIA.US)$ $SPDR 標普500指數ETF(SPY.US)$ $NASDAQ100指數ETF-Invesco(QQQM.US)$
Self driving cars and AI robots are going to replace a huge labour workforce.
But the overall market might go into free fall without FED rate cuts. See $標普500ETF-iShares(IVV.US)$ $SPDR道瓊斯指數ETF(DIA.US)$
So for those more skeptics, $黃金礦業ETF-VanEck(GDX.US)$ would be the best choice!
The most difficult part is to wait for your investments to grow and compound.
Dont time the market.
DCA and Invest in good ETFs like:
S&P500
$SPDR 標普500指數ETF(SPY.US)$ $SPDR® S&P 500 ETF(SPY.AU)$ $標普500指數(.SPX.US)$ $迷你標準普爾500(.XSP.US)$
NASDAQ
$納斯達克(NDAQ.US)$ $納指100ETF-Invesco QQQ Trust(QQQ.US)$
GOLD
$黃金礦業ETF-VanEck(GDX.US)$ $Goldex Resources Corp(GDX.CA)$ $VanEck Gold Miners ETF(GDX.AU)$
...
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