The U.S. stock market is in a strange place: President Trump is manipulating the Federal Reserve to lower interest rates — and the rest of us with his on-again, off-again trade deal with China. Investment managers are chasing performance as the year comes to a close. And momentum investors are
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
President Trump says any China trade deal may be best after the 2020 presidential election. Contrary to popular belief, doing so may be good for Trump’s re-election and also for America. It may be good for investors in the very long term but may hurt them in the short term.
Some say the stars are aligned for a so-called Santa Claus rally. That refers to a rise in the stock market in the last week of December and the first two trading days of January. The reason is that low liquidity makes it easier to push up the market. Last
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
There are two pieces of news on the U.S.-China trade deal for investors to know today. First, China is promising more protection for intellectual property. Second, despite contradictory media reports about a trade deal, there is some credibility to Gao Lingyun, an expert who is apparently close to the trade
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
A headline that shook the financial world Friday is Bridgewater Associates, the world’s largest hedge fund, betting more than $1 billion that stock markets around the world will fall by March. Ray Dalio, the head of Bridgewater, said in a response to the Wall Street Journal report that the firm
The U.S. Senate has unanimously challenged the Chinese government at a critical time for trade talks. In a boost for Hong Kong’s pro-democracy protestors, the Senate has passed the Hong Kong Human Rights and Democracy Act. Clearly the senators have the guts to show that for them it is not
What a difference time makes. When I gave a “buy” signal on Donald Trump’s election at a time when many were predicting a big stock market drop, it was at first met with incredulity. When I called for a high-probability scenario of the Dow Jones Industrial Average DJIA hitting 30,000 points in