We want to move on to the ETF market. We're tracking ETF flows for the year that are now over $645 billion. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the spy and the triple Q's.So this week, we saw volumes trend below the 30-day moving average as the indexes hit record highs, the EyesShares US equity factor rotation ETF, ticker DYNF. That's all the top inflows this week. So take a look.This is an ETF that's actively managed, combining large cap, sm ...

Well, let's start with these markets. As we just heard Brian mention, the S&P and NASDAQ record highs again. Some of the blue chips though, like United Health, Honeywell, IBM, those are dragging the Dow down half a percent.Our next guest says it is time to take some profits. She likes tech, but is also getting defensive with these healthcare and utilities plays. Joining us now is Emily Roland.She's the co-chief investment strategist at Manulife, John Hancock. Emily, it's good to see you. So, um, is it time ...

UnitedHealth Group Incorporated (NYSE: UNH ) stock continues to plummet, and I am once again advising investors to add on the pullback. I last covered the stock in late May, initiating a buy on weakness, and, sure enough, the stock has declined byI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with th ...

RT Lennaert Snyder (@LennaertSnyder)$PENGU is showing crazy momentum. 🔥It tested its ATH so a little pullback is normal.It's holding very strong and looks like it wants to go higher.Any serious pullbacks are a dream for longs.@pudgypenguins are taking over CT & Wall Street. These Penguins want to fly. 🤝 https://t.co/RdBeYEBWci ...

Fidelity and Uranian, it's great to have you on the show. Welcome. Good afternoon, Morgan.So, let's start right there because one of the things you say in your notes is that mo momentum begets momentum. And so, you see us moving higher from here. Yeah.So, you know, obviously the S&P is making new all-time highs. Uh the one of the fastest ever recoveries from a 20% decline only bested by the 1998 reversal in late 2018. So, very very impressive V-shaped recovery.And when a when an index or a stock market is, ...

It's going to be an uphill battle but European stocks' momentum could carry on, writes @marcusashworth (via @opinion) https://t.co/BEgOAmY41r ...

Company Overview & Market Position - Taiwan Semiconductor (TSM) is a leading company in its field [1] - The company's market capitalization is $1.2 trillion [1] - TSM's market cap is only behind Microsoft, Google, Nvidia, Facebook, and Berkshire Hathaway [2] - The company contributes significantly to technological advancements [2] Momentum & Growth - Momentum is a factor that can affect stock performance, which is why it's included in the GF Score [3] - TSM has good momentum, with its momentum increasing over the last three to six months [3] - The company still exhibits good growth [3] GF Score - Momentum score is used for JF score J score rank calculation with a relatively small weighting factor [3] - Value investors don't pay much attention to momentum [3] - Momentum score should not prevent investment if valuation and quality are good [3]

Group 1 - The investment strategy involves a balanced portfolio of low-cost funds and single stocks, with a focus on long-term holding of at least 10 years [1] - The market is viewed as a meeting point between demand and supply, emphasizing the importance of predicting human behavior over traditional metrics like P/E ratios [1] - Current bullish positions include AMD, PLTR, TSLA, broad US equities, and Bitcoin, indicating a positive outlook on these assets [1] Group 2 - The approach to investing requires ingenuity, curiosity, and a willingness to go against prevailing trends, highlighting a unique perspective on market dynamics [1] - There is an emphasis on understanding sectors, industries, and long-term growth trends beyond mere numerical analysis [1] - The investor is based in Geneva, Switzerland, and has a Master's Degree in Business, suggesting a strong educational background in finance [1]

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Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Group 1: Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] - The analysis of stocks goes beyond P/E ratios, focusing on supply and demand dynamics and predicting human behavior [1] Group 2: Market Perspective - The market is viewed as a meeting point of demand and supply, with a strong emphasis on understanding market sentiment and momentum [1] - There is a belief that many investors do not fully grasp the forward-looking nature of the market [1] - The approach to investing requires creativity, curiosity, and a willingness to go against prevailing trends [1] Group 3: Current Investment Focus - The current bullish outlook includes companies such as AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]