Would love to draw everyone’s attention to what Christopher Bloomstran’s tweets. As a wiseinvestor, we should really be calm in front of all these analysis that presented to us and placed on the topline of news.While it is kinda suspecting that Ark do not include Tesla’s Energy sector but to include their Insurance sector, hmm does she think that Tesla would be more profitable in Tesla than in its Energy sector?I am enthusiastic on how Cathie Wood’s analyse the future and see things. I do not mean that she is wrong in her latest analysis on Tesla price target. However I have to pull myself back down and seriously think what concerns Christopher Bloomstran has raised.
I believe in the value of bitcoin though many parties have been criticising this asset but there’s more accepting it as a method of payment. As the biggest application in the blockchain technology, I have faith that it could withstand all the obstacles incoming. [得意]
The speed of 10-year yield rising is concerning indeed. However, we should not be too conservative sometimes and should always remember that the rising yield indicates stronger economy activity.While we look at the 1-year Treasury yield which reflects the liquidity of the market cashflow, it does not seem to be worrying. Before the state would declare the raise in the interest rates, we shall see less fiscal stimulus as a sign of balance sheet reduction. The rise of interest rates would be super harmful and impact thefast growing companies which currently still under a loss from operation.Also, recent sector rotation is good for the market to prevent the burst of some tech bubble.It is also a good chance for those high valuation company to come to adjust their high P/E and e
Gotcha! As predicted, from my previous comment, the Fed wouldn’t help the bank when The Wall Street Journal has shown how much bank could be profited from piles and piles of cash[财迷]
Lol.. the investors aren’t afraid of the rising yields because anyhow it will raise eventually toabove 2%. What we concern is that the yield is rising so RAPIDLY in such a SHORT time. [惊讶]
Well, what I expected to happen yesterday happened only on today. The wall street investors woke up and finally realised the dovish stance and the announcement doesn’t fit perfectly to their thought and boom here you go the market in blood.Let’s wait, it is quadruple witching day on Friday! From the past record, the increased volume on this day doesnt necessarily related to the price movement. What is the plan for the institution or big investors? Did they just create panic selling so they could buy the dip or did it really show some bad signal?
Bitcoin whether is a good inflation-hedge tool? I think this is the most easiest question to be answered [得意] It doesn’t have a long enough history to provethat. Yes, but when have you ever seen any other asset class to perform so well so quick like bitcoin? If it isn’t that volatile, its price wouldn’t increase hundred thousands more than it previously was. As a bitcoin HODLer, I wish it could remain its volatility but imagine that oneday the price is so stable like Gold, it won’t bethat attractive to me anymore (Gold is still my favourite don’t get me wrong[鬼脸] )From what happening nowadays, you could see there’re more and more institutions and companies putting their treasury into bitcoin. From the research in ARK Big Ideas, moreand more investors are holding it long
Don’t Count on Bitcoin to Be a Sure-Thing Inflation Hedge
The bank considers it suitable for people with “an aggressive risk tolerance” who have at least $2 million in assets held by the firm.” Though it sounds like wow the bank is taking careof client’s portfolio and risk, but isn’t this causing rich gets richers while the “poorer” (less than 2 millions assets) do not get the chance for the exposure? Hahahha
Morgan Stanley becomes the first big U.S. bank to offer its wealthy clients access to bitcoin funds
Basically there’s two main catalysts for the market to watch:1. SLR EXEMPTION - if the Fed would extend the SLR and help the bank, surely it drives themarket. However, would you think the Fed will be nice to bank if bank is currently sitting on piles of cash which in turns bring a lot of profits? During the Q&A discussion, likely Powell would say “Oh we haven’t determined that yet”,and let it goes expired on end of March.2. The SCP and Dot Plot- If the result for GDP in 2021 and 2022 comes out higher, unemployment rates becomes lower than Dec SCP, Fed will think wow market is doing well, while market will think oh Fed’s raising rates or tapering the bondpurchases. Market doesnt like that. Lastly, if the Dot Plot shows more people (5 in Dec) think we should
Easy Money, the Dot Plot, and the Fed’s Dilemma: An Investor Guide to a Key Meeting
We have been skeptical, but more and more adoption of the tech just proves that it will thrive. When India has finally banned it, their knowledge in this area will be backlogged and they will lost billions dollar of potential revenue instead.
India to propose cryptocurrency ban, penalising miners, traders -source
So happen that I watched a news before saying that Korea may be the first country to disappear due to the sharp reduced in birth rates so if Coupang only limit its business at Korea, would it affect its business in long term? Something we need to consider about.