Watch Samsung Closely

🇰🇷 🇰🇷 Samsung Electronics Co. is preparing to take the wraps off a $44 billion investment in US chipmaking as soon as next week, a signature project in Washington’s broader effort to bring semiconductor production back to America

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Make 30% From This Strategy

🚨 🚨 Strategy: Wall Street is expecting a solid quarter for this company, with earnings per share forecast to rise 56% to $4.50 on revenue of $9.3 billion. Whike shares are up >30% this year, the stock is still priced at a valuation of more than 35 times earnings forecasts for 2024, a reasonable, price given that analysts are predicting EPS to increase by 43% this year

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Investment-Grade Corporate Bond Funds Are In Demand

🚨 🚨 Inflows to investment-grade corporate bond funds are on pace for a record year. Cumulative annual flows to investment-grade bond funds have reached $500 billion year to date

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Buyers Not Tempted By Highest Treasury Yields

🚨 🚨 A sale of 30-year bonds garnered lackluster demand Thursday despite offering one of the highest auction yields of the past decade. While the results were far better than for Wednesday’s 10-year note auction, they suggest investors are chastened by the past week’s punishing selloff

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ASML: We Started Buying In 2021

🇳🇱 🇳🇱 The problem for Washington, and Beijing, is that EUV machines are made by just one company: ASML Holding NV. Each device is the size of a bus and costs more than $200 million apiece. More than 200 have been shipped so far, turning ASML into Europe’s most valuable tech stock, with a market capitalization topping $350 billion

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Had You Listened To Us

🇺🇸 🇺🇸 The S&P 500’s performance has been truly outstanding this year. The index is up 9% year to date which is more than DOUBLE the average YTD return in an election year

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4 Stocks To Hold For 10 Years

🚨 🚨 Many shares look expensive in today’s market, but there are still cheap stocks to be found — some of which can be held for the next 10 years. Our Algorithm is bullish on companies that have “significant competitive advantages.”

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Goldman’s Top Asian Picks

🚨 🚨 “Five factors are likely to influence Asian market performance in 2Q: the start of a rate cutting cycle, led by the Fed; elections and geopolitics; 1Q earnings results; market-specific policy; and (less fundamentally, but notably) seasonality,” Goldman Sachs analysts wrote in an April 7 note

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IMF: Fed Can Cut Ratrs By End 2024

🚨 🚨 Fed can start cutting interest rates by end of 2024, IMF managing director says

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Foreigners Buy Most Japanese Stocks Since 2013

🇯🇵 🇯🇵 BREAKING: Foreign investors bought ¥1.18 trillion ($7.7 billion) of Japanese stocks last week, the most since 2013, on bets companies will step up share buybacks and dividends amid a push to create a more shareholder-friendly culture

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