Chrishust
05-08
1. The value of institutional holdings of shares relative to retail is decreasing over time which means that views on market movements is more important than $SPDR S&P 500 ETF Trust(SPY)$ holdings by institutions
2. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ are both stable companies with long term earnings which have potential for future growth over time
3. The longer the us Iran war continues then the longer alternative supply routes have to develop and increase in volume over time, this reduces the impact of ending the war on the economy. Hot money will continue to be invested in $SPDR S&P 500 ETF Trust(SPY)$
S&P and Nasdaq Keep Hitting New Highs: Time to Watch Out for Risks?
In the previous trading session, both the S&P 500 and the Nasdaq Composite reached intraday and closing all-time highs. Despite ongoing Middle East conflicts and oil prices remaining elevated — fueling investors’ inflation concerns — U.S. equities continued to climb. Looking ahead, investor Peter Mallouk believes chip stocks still have room to run. The current bull market is being supported by a handful of strong performers. Some warn that risks are rising, while others argue crowded trades could keep pushing higher. What’s your take?
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Comments

  • Ah_Meng
    05-10
    Ah_Meng
    The value of institutional holdings relative to retail is decreasing means that smart money are moving out, while retail comes in to hold the bag… when the bubble burst, guess who is there? Smart or dumb dollars? The history never repeats itself but it rhymes. Take heart to that implication… while the alternative supply routes will build up over time, it will take too long and can’t save the current worsening situation of supply squeeze…
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