Asian Stock – Hengtong Optic-Electric

Asian Stock – Hengtong Optic-Electric

Company: Hengtong Optic-Electric Company LimitedBloomberg ticker: 600487 SHMarket cap: US$6,133mBackground: Hengtong Optic-Electric Company Limited is a Chinese company principally engaged in the research and development, design, manufacturing and sales of optical communication network products. World Class Benchmarking of Hengtong Optic-Electric   Profitable Growth rank of 5 was up compared to the prior period’s 6th rank This is average performance […]
The Fuel For The Next Rally

The Fuel For The Next Rally

Image Source: Pexels It’s rare for retail funds to grow like this and for the market not to continue higher. I do believe people were and still are skittish around the elections and what comes next. When they get comfortable, it could get very interesting.“Davidson” submits:Retail Money Funds posted a new high. The correlation with market […]
The Former Speaker Buys AI

The Former Speaker Buys AI

Artificial intelligence continues to permeate throughout the economy, and one such example coming out of the Health Care sector is Tempus AI (TEM). Founded in 2015 and IPO’ing last June, TEM uses AI to analyze medical data in order to help provide diagnoses and treatment options for patients. As shown below, the stock saw a solid […]
Gold Breaking Out Again

Gold Breaking Out Again

Image Source: Pixabay Gold is breaking out again, forging higher into new record territory! Gold’s monster upleg over this past year or so has proven remarkable, overcoming plenty of serious challenges. Yet most investors remain oblivious, hypnotized by the AI stock bubble. So gold has been widely-overlooked, with American stock investors’ allocations remaining near zero. Gold […]
AI Unicorns: Rasa Races To Make It In The Conversational AI Market

AI Unicorns: Rasa Races To Make It In The Conversational AI Market

Photo Credit: Gerd Altmann from Pixabay According to a recent report, the conversational AI market is projected to grow at 25% CAGR to reach $49.9 billion by 2030 from $13.2 billion in 2024. The growth in the market is driven by the continuing development within the computer vision and voice recognition technology that in turn is driving more in-depth and […]
Macro Briefing – Friday, Jan. 31

Macro Briefing – Friday, Jan. 31

US fourth-quarter GDP increased less than expected. Output rose 2.3% (annualized), marking a slowdown from Q3’s 3.1%. Consumer spending accelerated in Q4, rising 4.2%, the fastest pace in nearly two years. “Holding back growth was a decline in business investment, flat reading in net exports, and sharp decline in inventories,” advises Nationwide chief economist Kathy Bostjancic. “The drawdown in […]
Trump Slaps 25% Tariffs On Canada & Mexico, 10% On China

Trump Slaps 25% Tariffs On Canada & Mexico, 10% On China

Image Source: Unsplash Tomorrow, February 1, the Trump administration will slap 25% tariffs on Canada and Mexico, and a 10% tariff on China, as announced during Friday’s press briefing by White House spox Karoline Leavitt, who denied reports of a delay to March 1. 🚨BREAKING: Karoline Leavitt confirms that the Reuters report is FALSE. Tomorrow, Feb 1st […]
Underappreciating Fiscal Policy

Underappreciating Fiscal Policy

Image source: Pixabay I’ve been frequently asked whether federal government policies are likely to have on markets.  Considering that tariffs might be implemented as early as tomorrow, this is a critical consideration. Yes, policies will be critical, but not necessarily in the way that we might be currently expecting. Frankly, while many investors are understandably excited […]
Mag 3 Meets FOMC

Mag 3 Meets FOMC

Image Source: Pexels In this episode of Macro-To-Micro Options Power Hour from Jan 30, 2025, Samantha LaDuc and Hans Albrecht discuss key market trends, options strategies, and sector rotations in response to recent earnings reports and macroeconomic developments.They analyze the impact of the Federal Reserve’s policy stance, a sharp selloff in semiconductor stocks, and the ongoing […]
Gold Futures And Fresh Peaks

Gold Futures And Fresh Peaks

Image Source: Pixabay Technical Picture of Gold On Wednesday, you could read the following: (…) gold futures are still trading above the lower border of the green supportive gap ((2794.60-2797.99), which started Wednesday and the previously broken lower border of the blue rising wedge (currently at around $2,790.65). What does it mean for the futures? In my […]