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Rethink Your Strategy If You Ever Want To Beat The Market Again
Seeking Alpha· 2025-09-23 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial ."Young people are using ChatGPT to write their applications; HR is using AI to read them; no one is getting hired."Analyst’s Disclosure:I/we have a beneficial long position in the shares of ODFL, UNP either through stock ownership, options, or other derivatives. I wrote this art ...
Andean Precious Metals: Record-High Gold-Silver Prices Pave The Way For A Mid-Tier Producer
Seeking Alpha· 2025-09-23 09:43
Alberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whether they are dividend investors or interested in a value proposition or growth opportunity.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the c ...
It's vital for you to realize why so many people can't make money in this market, says Jim Cramer
CNBC Television· 2025-09-23 00:51
So many of the top people in this business give up so easily on the best investments that it's a marvel anyone makes money in stocks. They're way too eager to capitulate. That's how I feel about two of my absolute favorite stocks, Nvidia and Apple.Both of which exploded higher today on tremendous news. power on market that looks so at the opening but then turned around in spectacular fashion with the Dow advancing 66 points doesn't be climbing 444% and the Nasdaq gaining 70%. I want to spend some time on th ...
Could Rate Cuts, Economic Resiliency Spark An End-Of-Year Rally?
Seeking Alpha· 2025-09-22 17:30
Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - The company operates various investment products, including Unit Investment Trusts, which are distributed by Invesco Capital Markets, Inc. [1] - PowerShares is a registered trademark of Invesco PowerShares Capital Management LLC, indicating the firm's branding in the investment management space [1]
Gold Nears $3,800 Mark, But Expert Says 'We Aren't Anywhere Close To Gold Fever Yet:' 39% Of Fund Managers Have 0% Allocation
Benzinga· 2025-09-22 12:06
Core Viewpoint - Gold prices are experiencing a significant rally, nearing $3,800 per ounce, driven by strong demand and economic uncertainty, with potential for further increases as institutional investors remain cautious [1][3]. Demand and Market Sentiment - A recent Bank of America Global Fund Manager Survey indicates that 39% of fund managers have no allocation to gold, down from 47% in August, highlighting untapped investment potential [2][3]. - Robust physical demand is noted, particularly from China, which imported 104 tonnes of non-monetary gold in July, exceeding the five-year average [3]. - Anticipated demand in India is expected to rise with the festival season, providing additional support for gold prices [4]. Price Projections and Investment Strategies - Market experts predict gold prices could reach $4,000 per ounce, with notable shifts in investment strategies, including Morgan Stanley's revision of the "60/40" portfolio to include gold [5][6]. - Gold spot prices rose 1.07% to approximately $3,724.39 per ounce, with a 23.13% increase over the last six months and a 41.99% increase over the past year [7]. ETF Performance - Several gold ETFs have shown strong year-to-date and one-year performance, with Franklin Responsibly Sourced Gold ETF FGDL at 38.74% YTD and 40.01% over one year, while Goldman Sachs Physical Gold ETF AAAU is at 38.40% YTD and 40.05% over one year [8][9]. - Gold miner ETFs have also performed well, with VanEck Gold Miners ETF GDX up 104.75% YTD and 79.42% over one year [9].
美银:The Flow Show-Small is Big
美银· 2025-09-22 01:00
Investment Rating - The report indicates a neutral investment rating with the BofA Bull & Bear Indicator at 6.0, suggesting a balanced market sentiment [54][56]. Core Insights - The report highlights significant inflows into equities, with $68.4 billion directed towards stocks, marking the largest inflow since December 2024 [13][32]. - The report notes a substantial increase in US household equity wealth, which has risen by $6 trillion year-to-date, contributing to asset price inflation [4][23]. - The report discusses the implications of US monetary policy, including rate cuts and their effects on various asset classes, particularly small-cap stocks and REITs [2][3]. Summary by Sections Market Performance - Year-to-date performance shows gold at 35.4%, bitcoin at 17.2%, and stocks at 14.3%, while commodities and cash lag behind at 4.5% and 2.9% respectively [1]. - Small-cap stocks in the US have increased by 8% year-to-date, while small-cap stocks in China have surged by 51% [2]. Asset Flows - Weekly flows indicate $68.4 billion into stocks, $14.3 billion into bonds, and $3.8 billion into crypto, with a notable outflow of $4.8 billion from cash [13][32]. - Cumulative year-to-date flows show significant inflows into equities, particularly in ETFs, which have seen $799.9 billion, representing 6.5% of total assets under management [32]. Economic Indicators - The report emphasizes the correlation between asset price inflation and consumer price inflation, with a focus on the political risks associated with inflation ahead of the 2026 midterms [4]. - The report also notes that the US dollar is expected to remain in a bearish trend, while international stocks are projected to perform positively [3][4]. Investment Strategies - The report suggests that the best equity trade for growth is to focus on long bond-sensitive sectors, including small-cap stocks, REITs, and biotech [2][3]. - It also discusses the historical context of market bubbles and the potential for further gains in the current market environment, particularly in tech stocks [19][20].
X @mert | helius.dev
mert | helius.dev· 2025-09-21 18:05
always better to double down on the winners than to spend that time trying to salvage the losers ...
X @Forbes
Forbes· 2025-09-20 23:00
Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/DK5un9iaRU https://t.co/ZhTWh7JhLA ...
X @The Motley Fool
The Motley Fool· 2025-09-20 12:40
If your “strategy” only works in a bull market…It’s not a strategy. It’s a lucky guess. ...
3 Investing Moves Singapore Investors Should Make Now That the Fed Cuts Rates
The Smart Investor· 2025-09-18 01:57
Group 1 - The US Federal Reserve has cut interest rates, impacting global markets including Singapore, necessitating proactive investment strategies [1][2] - Cash yields are declining, with Singapore fixed deposit rates currently between 1.4% to 2.5%, while inflation erodes the real value of cash [2][3] - Investors are advised to avoid holding idle cash and instead invest in assets that can generate income or appreciate in value [3] Group 2 - Dividend stocks and REITs are highlighted as attractive alternatives for income as fixed deposit rates decline [4][5] - Specific examples include CapitaLand Integrated Commercial Trust (CICT) with a yield of 4.8%, CapitaLand Ascendas REIT (CLAR) at 5.4%, and Frasers Logistics & Commercial Trust at 6.7% [5][6] - Investors should focus on REITs with strong sponsors and quality assets, as well as dividend blue chips like DBS Group (4.8% yield) and UOB (5.1% yield) [6][7] Group 3 - Diversification is essential; investors should balance their portfolios across different sectors and consider global growth leaders like TSMC, Alphabet, and Meta Platforms [8][9] - A diversified portfolio can mitigate local volatility and provide access to long-term growth opportunities [9][10] - The Fed rate cut is seen as a pivotal moment for investors to reassess their portfolios and seek steady income from quality investments [10]