Month: May 2024

AI Doomsayers Listen Up

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🚨 🚨 AI Doomsayers Take Note: Tentarelli of Blue Chip Daily Trend Report and CFRA’s Stovall both said investors should keep their AI positions, regardless of any price swings after the industry’s huge run

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BOE Rate Cut Next Week?

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🇬🇧 🇬🇧 MUFG: BoE to Signal Moving Closer to Lowering Rates at Next Week’s May Policy Meeting

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Copper: Goldman Sees More Upside

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🚨 🚨 Goldman: we upgrade our year-end target on copper to $12,000/t from $10,000/t, whilst raising our full year forecast average price to $9,800/t (vs. $9,200 previously), and retain our average $15,000/t in 2025

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Two Rate Cuts Back On The Table

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🚨 🚨 BREAKING: Odds of a September 2024 rate cut jump to 53% after the weaker than expected jobs report, according to Kalshi. The base case now shows TWO interest rate cuts in 2024, up from ONE prior to the report

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Hermes Can Surpass Vuitton

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👜 🇫🇷 The year was 2022. On 1 June, we started accumulating the stock of Hermes International, maker of tie “cult” Birkin handbag between €958 and €1,100 per share. Our High Networth clients bought Hermes at a fixed price of €910.10 per share ~ 5% below market, using equity derivatives

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Profit From Sustainable Dividend Yields

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🚨 🚨 Goldman Sachs names global stocks with sustainable dividend yields — and says one will hit 10%

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Apple: Its All About Services

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🚨 🚨 Market Has Forgotten About The Services Division: Apple’s gross margin expanded to 46.6%, continuing an upward trajectory that reflects the company’s growing services business, which brings with it stout profits

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SpaceX Is A Gamechanger

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🚀 🚀 SpaceX is developing in-space refueling technology that is essential for the long-term sustainability of lunar missions. This technology involves transferring propellant between two Starships in orbit, a process that has never been done before. The refueling operation is planned to be demonstrated in 2025. You Can Profit From SpaceX through an ETF. Talk To Us Now

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Profit From An $858B Electric Boom

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🚨 🚨 These global stocks will soar on an $858 billion electric boom, Goldman says, giving one 45% upside

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Thoroughbreds Are A Cut Above

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🚨 🚨 Thoroughbreds Are A Cut Above: Over the last 12 months Ferrari’s stock has climbed 51% compared to Tesla which has only climbed 10% over the same period of time

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