The article discusses warning signs regarding the SP500 index, citing high P/E ratios and the concentration of investments in mega-cap stocks. While drawing parallels to the dot-com bubble, the author argues today’s mega-caps possess superior profitability metrics and valuation. Traditional wisdom may be misleading in the current market context.
Artificial intelligence is revolutionizing diagnostics, particularly in medical imaging, enhancing accuracy and efficiency. AI algorithms analyze complex datasets, outpacing human capabilities in early disease detection. Major companies are integrating AI to optimize image acquisition and workflow, improving patient outcomes while addressing healthcare challenges like labor shortages and rising costs.
Nvidia CEO Jensen Huang stated there are no current discussions for selling high-end AI chips to China, amid ongoing U.S.-China trade tensions. Despite potential billion-dollar sales in China, the dominance of U.S. technology and China’s chip production capabilities may hinder Nvidia’s market access indefinitely. The situation remains uncertain for both parties.
President Trump has proposed a $2,000 stimulus payment per person funded by tariff revenue, but Congress must legislate on this before any checks are issued, which could take months. The U.S. government has collected over $200 billion in tariffs, falling short of the estimated $326 billion needed for the payments.
China and the U.S. are in fierce competition over AI development, impacting Nvidia’s prospects in the Chinese market. Recent comments by President Trump restrict sales of advanced Nvidia chips to China. Although Nvidia could potentially reap billions from the market, current forecasts are now downgraded to zero revenue due to trade tensions.
In a higher interest rate environment, yield investors are considering low-risk, high-return options like mortgage-backed securities (MBS). The premium on MBS is at a multi-year high, making new MBS issuances attractive. Especially Ginnie Mae agency MBS can offer high single-digit returns with no risk, if held till maturity. Despite potential refinancing risks, the current state of the housing market suggests the call premium on MBS might be overpriced. Therefore, investing directly in new issuances of pass-through MBS is recommended.
Bloomberg also notices that the asset managers, these are large non-leveraged funds, have been recently building a large net long position in US Treasury Bond futures. Hedge funds were net long Treasury Bond
ETC Group’s new Ethereum ETP – the ETHWetc – ETC Group Physical EthereumPoW (ZETW GY) – is expected to list on Deutsche Börse Xetra on 16 September, shortly after the hard fork occurs. Shareholders within
Edelman sees many investors thinking this could push Ethereum past Bitcoin to become the largest crypto by market share. “What some people call a crypto winter could represent a great opportunity for long-
“ Collateralized loan obligations (CLOs), which are securitized pools of leveraged loans, may provide several attractive benefits within an income-oriented portfolio, including enhanced yields, structural risk
Global X has launched two new actively managed ETFs in the US that utilize option strategies to hedge against inflation and interest rate risk. The fund uses interest rate payer swaptions which offer investors the
QYLD is an ETF from Global X Funds that attempts to track the CBOE Nasdaq-100 BuyWrite V2 Index. This is a theoretical portfolio of the Nasdaq 100 stocks that holds the shares of each company, and then sells calls against those positions to generate income. The calls sold are one month out and are held until one day prior to expiration when they are liquidated and rolled forward.
At this point, some of you may know what an NFT is—a non-fungible token which represents ownership on a blockchain.
If you value the answer to these questions—meaning if you think the answers are important to understand the value of each sculpture—you’re started to see the value of NFTs. Because ownership, verifiability, and record-keeping of origin are all questions that blockchain-based non-fungible tokens can answer.
Market fears of a new COVID-19 variant dumped a large bucket of volatility all over the stock market indexes, making risk management strategies a must.Another way to mitigate risk at a cost-effective 0.39% expense ratio is to use the Global X Adaptive U.S. Risk Management ETF (ONOF), which seeks investment results that correspond generally to the price and yield performance of the Adaptive Wealth Strategies U.S. Risk Management Index.
