sp500index
The world of investment is a complex labyrinth filled with myriad opportunities and pitfalls. One of the most common misconceptions is the belief in the ability to time the market perfectly. However, an old Wall Street adage states, “The stock market timing hall of fame has zero members.” This statement underscores the futility of predicting market movements with absolute certainty. A compelling case against market timing was presented in a Bloomberg article published 19 months ago. The article reported a survey of 112 professional economists, all predicting a recession within the next 12 mont...
Due
Emerging markets in Turkey, Egypt, and Nigeria experienced a surge following favourable adjustments in their credit ratings and economic outlooks, signalling increased investor confidence and potential economic stability in these regions. Turkey’s credit upgrade fuels optimismTurkey’s financial market showed positive movement after S&P Global Ratings upgraded the country’s sovereign credit rating. The upgrade was attributed to the government’s shift back to more orthodox economic policies, which have likely reassured investors about Turkey’s economic direction. Consequently, Turkey’s five-year...
Invezz
As many commodities have continued to climb impressively, one stands out like a sore thumb to me: lumber. What can the price of lumber mean, or more importantly, do for you? [soros] Q1 2021 hedge fund letters, conferences and more The Current State Of The S&P 500Before diving into the lumber market, let’s review the current state of the S&P 500. There weren’t too many surprises in the S&P 500 in Tuesday’s cash session, as the $SPX settled practically flat on the day. $SPX is at the higher end of its recent range, as discussed in yesterday’s publication . It will most likely require a catalyst ...
ValueWalk
Below is commentary by Jeff Buchbinder, Equity Strategist for LPL Financial “Amazing Earnings Season” Q1 2021 hedge fund letters, conferences and more Amazing Earnings SeasonIt’s embarrasing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. Fast forward to today and earnings growth for the quarter is on pace to double - yes, double \- that 24% growth rate, which would mark one of the biggest upside surprises ever recorded. Here...
ValueWalk
Is this week, dare I say, the first “normal” week of 2021? Let’s take a look at what has happened in January so far in what is supposed to be a more prosperous year than 2020. Q4 2020 hedge fund letters, conferences and more Bulls On Stock ParadeSix days into 2021, the Capitol saw its first insurrection since 1814. Two weeks later, we inaugurated a new president. A week later, we saw class warfare before our eyes when Redditors from the "WallStreetBets" subreddit took on hedge funds and won. After declining in two of the last four weeks, the indices haven't seen a single down day all week. If ...
ValueWalk
The King Report January 20, 2021 Issue 6430 After soaring during the Nikkei’s 1 Session, ESHs retreated sharply during the 2 Session. ESHs then chopped sideways until a spurt higher occurred on the NYSE open. This rally lasted one minute. ESHs and US stocks then declined sharply on another successful pump & dump scheme. Q4 2020 hedge fund letters, conferences and more ESHs declined 24 handles from their high until 11:16 ET. The obligatory rally into the European close then materialized. The rally morphed into a Noon Balloon; ESHs and US stocks returned to the highs that were created on the NYS...
ValueWalk
Whitney Tilson’s email to investors discussing Tesla’s Q4 production and deliveries; Hypercharts’ updated charts; Model S erupted ‘like a flamethrower.’; Spiegel Dec. letter; Kass: my best pick for 2021 – short Tesla; bull-bear arguments & debate. Q3 2020 hedge fund letters, conferences and more A bunch of bullish and bearish arguments below for you to chew on… Tesla's Q4 Production And Deliveries1) Tesla reported its Q4 production and deliveries on Saturday and the stock rose 1.6% to an all-time high yesterday. Here’s Hypercharts’ updated charts on Tesla’s deliveries, revenues, margins, etc. ...
ValueWalk
ValueWalk
Whitney Tilson’s email to investors discussing that Enrique Abeyta thinks the market could double; three short reports on Nano-X Imaging Ltd (NASDAQ:NNOX).Q3 2020 hedge fund letters, conferences and moreThe Market Could Double1) Following up on yesterday's e-mail, I asked my colleague Enrique Abeyta to elaborate on why he's so bullish on stocks despite this table that has been circulating in the investment community showing how expensive the S&P 500 Index appears to be:Enrique replied:It's important to look at this in the context of a cyclical. Cyclicals always trade at crazy valuations at the...
ValueWalk
Whitney Tilson’s email to investors discussing Tesla surges to near-record high on mysterious new investor buying big; when Tesla joins the S&P 500, you know it’s game over; Elon Musk’s Twitter exchange with a Harvard Doctor re. rapid testing; Tesla sales in Germany.Q3 2020 hedge fund letters, conferences and more1) What a sign of the times… There is less than ZERO chance Buffett or his two investing successors, Todd Combs or Ted Weschler, are buying TSLA! Tesla (TSLA) surges to near-record high on mysterious new investor buying big – ElectrekWhen Tesla Joins the S&P 500, You Know It’s Game Ov...
ValueWalk
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