|
▲ S&P 500 |
6,118.71 |
+0.53% |
▲ Nasdaq |
20,053.68 |
+0.22% |
▲ Dow |
44,565.07 |
+0.92% |
▲ 10-Year |
4.646% |
+0.047% |
▼ Gold |
2,761.10 |
-0.35% |
▼ Bitcoin |
102,460.87 |
-1.78% |
*All data as of the previous day’s market close.
|
5 charts that explain Trump's presidency so far (4 min read)
Trump’s first days back in office have sent shockwaves through markets, from tech stocks surging on his $500 billion AI infrastructure plan to crypto rallying in hopes of a looser regulatory environment. Yesterday Trump also said he will demand interest rate to drop and ask OPEC to bring price down, sending US stocks higher and oil price lower. The article's charts provide a visual of these market moves, capturing the immediate impact of Trump's return to power.
|
Equity Bulls Are Staring Down Positioning for Rally Clues (3 min read)
The S&P 500's rally has been mostly fueled by cautious optimism, with institutional investors still holding back despite strong earnings and cooling inflation. This restraint, however, might set the stage for a potential surge in inflows as big-money managers face the "fear of missing out" (FOMO) if the rally continues. This article suggests how skepticism and volatility shifts could drive a wave of performance chasing, especially among hedge funds and systematic strategies.
|
Analyst who bet correctly in 2024 unveils top AI stock picks for 2025 (4 min read)
This article dives into the AI sector’s continued dominance as an investing theme and highlights four stocks likely to continue to shine in 2025. While Nvidia remains the star player, Oppenheimer's analyst points to Broadcom, Marvell, and Monolithic Power Systems as additional top picks benefiting from the rise in AI data centers as Trump also announced this week. It’s an interesting read if you’re looking for trade ideas to put on your radar.
|
Amazon will close all 7 warehouses in Canada’s Quebec province, eliminating 1,700 jobs (2 min read)
If you are in Canada, you probably heard this already—Amazon is shutting down all seven of its warehouses in Quebec, affecting nearly 2,000 workers, while shifting to third-party delivery services. The company says the closures aim to cut costs, but a union that recently organized one of the warehouses accuses Amazon of targeting union efforts. This move has sparked backlash from workers, unions, and government officials, drawing comparisons to past labor disputes like Walmart Canada in Quebec.
|
SpaceX Addition Spurs Flood of New Cash Into Little-Known ETF (3 min read)
The ERShares Private-Public Crossover ETF (XOVR), an ETF that most have not heard of, is grabbing attention after investing in Elon Musk’s SpaceX, becoming the only US-listed ETF to offer exposure to the private aerospace giant. The fund’s shift to include private companies has fueled a surge in assets, now totaling $250 million, driven by retail investors eager for access to SpaceX’s impressive growth.
|
A $500 Million ETF Will Be Next Big Launch in Tax-Busting Trend (2 min read)
A Missouri-based wealth manager, Hill Investment Group, is launching the Longview Advantage ETF (EBI) in February with an estimated $500 million in assets. Using a tax-efficient structure called a 351 conversion, it lets US investors transfer appreciated securities into the fund, deferring taxes until they sell. While much of the initial investment will likely come from existing clients, its tax benefits and value-focused strategy aim to attract a wider audience.
|
The 2024 Sector Quilt (2 min read)
This article discusses whether it’s a good idea to adjust an S&P 500 index fund by excluding certain sectors and reweighting the rest. While the idea sounds appealing, the author used an annual sector quilt since 2015 to explain why it might not significantly impact returns unless you accurately identify the heavy hitters every year. The key takeaway is that simplicity is one of the greatest advantages of indexing, trying to pick sectors is like picking stocks, which often adds complexity for the average investor.
|
That's it for today! You can reply to this email if you have any comments or feedback.
Thanks, Thomas
|
|
|
|
©️ 2022 InvestorSnippets | 179 Enterprise Blvd, Markham, ON, L6G 0A2, Canada
|
|
|
|