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Straits Times Index at a Record Level: What Matters More Than the Number
The Smart Investor· 2026-02-24 03:30
The Straits Times Index (SGX: ^STI) has reached a record high, crossing the 5,000-mark for the first time on 12 February 2026.This milestone triggers both excitement and caution amongst investors, who may wonder if the market is becoming “too expensive”. However, the index number alone tells very little about what we should do next. Let’s break down what truly matters when the markets hit new highs, and what is just noise. Why Record Levels Feel So ImportantWhen news screams about market highs, it feels si ...
Where to Invest ₹1 Million in India in 2026
Bloomberg Television· 2026-02-20 09:45
CORPORATE BONDS. IN OUR SORT OF, HOW DO I PUT IT. OUT-OF-THE-BOX RECOMMENDATION IS A PROPOSAL TO INVEST IN A MUSIC LIBRARY.LIKE I SAID, GOLD IS PRETTY MUCH ON EVERYONE'S RECOMMENDATION LIST, EVEN NOW WHEN WE ARE FOUR EXPERTS IN THAT PIECE, WHICH IS A VERY POPULAR READ IN INDIA. OTHERWISE, THE STRATEGIES SEEM TO RANGE FROM LET'S BE CAUTIOUS, THERE ARE CHALLENGES YET. THE OTHER SIDE IS THE WORST IS BEHIND US.I HAD SOMEONE FROM THE FORMER CAMP, THE CEO OF ALPHA GRAB INVESTMENT MANAGEMENT, I THINK HE IS ADVOCAT ...
X @Michaël van de Poppe
Michaël van de Poppe· 2026-02-18 07:58
#Bitcoin remains to be stuck in the range.You'd like to see a clear breakthrough on any direction, but since the collapse earlier this month, no price action has provided that as of yet.Matter of patience, as zoomed out, the valuations are still significantly low vs. Gold or other assets. ...
Expect more runway for international ETFs in 2026, predicts JPMorgan's chief ETF strategist
CNBC Television· 2026-01-29 18:11
Welcome back to the halftime report. I'm Dominic Chu with your ETF edge. While some have called recent outperformance of international markets just a catch-up trade, there's a case for more fundamental investing changes a foot.Joining me now is John Mayer, the chief ETF strategist over at JP Morgan. So, John, let's talk a little bit about what is driving that international outperformance. Is it just dollar weakness or can we count on more momentum.>> Uh, thanks for having me. Um I think that international m ...
Health Insurer Stocks Flatline on Medicare Rates, UNH Example Trade
Youtube· 2026-01-27 17:00
We're back on Morning Trade Live. Let's focus on health insurers. United Health, Humanana, CVS, and Elevance are all moving lower this morning after the Trump administration proposed keeping Medicare Advantage rates relatively flat in 2027.You can see how much that is impacting these stocks right now down in double digits. We are seeing some heavy heavy selling pressure this morning despite the fact that actually we heard from United Health with respect to their earnings. But this story is not helping.So th ...
Skyrocketing Valuation Increases Appetite for Private Investments
Bloomberg Technology· 2026-01-23 18:18
Is this sustainable, this extent that companies are staying private for longer and will the wall of money still come in. I think what we've seen is a structural change in how companies capitalize themselves. This is driven by some very enduring factors, such as regulation.Sarbanes-Oxley made it more difficult to be public, and aspects of the JOBS Act made it easier to stay private. But I think there's also been a cultural change amongst companies. I think founders today realize that you can build a better, ...
Top 10 Charts of 2025
Etftrends· 2026-01-08 17:56
Core Insights - The article reviews the top 10 most-read charts of 2025, highlighting significant trends in market updates, valuations, consumer attitudes, and gas prices [1] Group 1: Market Updates - The charts reflect key market updates that have influenced investor sentiment and decision-making throughout the year [1] - Valuations presented in the charts indicate shifts in market dynamics and investor expectations [1] Group 2: Consumer Attitudes - Consumer attitudes have been captured in the charts, showcasing how public perception has evolved in response to economic conditions [1] - The data illustrates the impact of consumer sentiment on market trends and business strategies [1] Group 3: Gas Prices - The charts provide insights into gas price fluctuations, which have been a significant concern for consumers and businesses alike [1] - Analysis of gas prices reveals correlations with broader economic indicators and consumer spending patterns [1]
Meritage Homes: Attractive Valuations And Risk-Reward, Industry Remains Pressured (MTH)
Seeking Alpha· 2026-01-02 08:53
Core Insights - Meritage Homes Corporation (MTH) has been involved in homebuilding for 40 years, focusing on the design and construction of single-family homes, both attached and detached, across three major regions [1] Company Overview - The company specializes in homebuilding, particularly in the single-family home segment, which includes both attached and detached homes [1]
W. P. Carey: High Operational Yields, Cheap Valuations, & Raised Guidance (NYSE:WPC)
Seeking Alpha· 2025-12-30 14:45
Core Viewpoint - The article emphasizes the importance of conducting thorough personal research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - Investors are encouraged to reach out for insights and contrasting views on stock portfolios, indicating a collaborative approach to investment analysis [1]. - There is a clear disclaimer regarding the lack of any current stock or derivative positions in the companies mentioned, ensuring transparency in the analysis [2].
X @The Economist
The Economist· 2025-12-17 23:20
They could remain private and risk running out of the capital needed to stay ahead. Or they go public and risk markets’ impatience over profits. Either way, their lofty valuations will soon be put to the test https://t.co/8NwEs9LOP4 ...