Month: March 2024

What Ray Dalio Bought In 4Q

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🚨 🚨 What Ray Dalio Bought: Bridgewater Associates quintupled its stake in Nvidia stock in the fourth quarter. It also more than doubled its investment in General Electric
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Alphabet: Cracks Are Appearing

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🚨 🚨 The Alphabet story is showing cracks. Shares are flat this year, trailing the 8% gain for the Nasdaq Composite, and the 42% rise for digital advertising rival Meta Platforms
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Dell: Bull Run Has Begun

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🚨 🚨 DELL says its backlog of AI servers, most of which powered by Nvidia $NVDA H100 chips, has reached $2.9 Billion up from $1.6B in Q3
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Spot Gold Closes At Record

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💥💥 Spot Gold closes at the highest level on record — 2088 USD
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Fitch Affirms US Credit Rating

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🇺🇸 🇺🇸 Fitch affirms the USA at AA+ with a stable outlook
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You Snooze You Lose

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🇺🇸 🇺🇸 You Snooze You Lose: On 22 Nov, we alerted on video that the S&P 500 had woken up. Bank of America’s head of U.S. Equity & Quantitative Strategy said that the S&P 500 would climb to a record high in 2024
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Citi: Rally Has Room To Run

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🇺🇸 🇺🇸 There’s still upside ahead for the equity rally, Citi says. “The current equity bubble is not (yet) overly large in terms of price appreciation, duration, valuation, or sentiment. Some are disputing whether it is a bubble in the first place given the expectations of strong earnings growth,” said Citi’s Dirk Willer. “We therefore think the market likely has further room to run.”
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Nasdaq And S&P Close At Record

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🚨 🚨 Nasdaq surges more than 1% to take out 2021 record, S&P 500 closes above 5100 for the first time
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S&P Hits New All Time High

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🚨 🚨 BREAKING: The S&P 500 hits a new all time high of 5,116 and is now trading 1,000 points above its October 27th low. Since October 27th, the S&P 500 has gained 25% or $8 TRILLION in market cap
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