By Bo Pei，US Tiger ResearchI didn’t write my Market Commentary for the first three days of this week—partly because I felt the timing wasn’t right yet (the $S&P 500(.SPX)$ hadn’t dropped 10%) and partly because I was taking time to think and analyze how this market downturn might play out.To get straight to the point: in the short term, I believe this could be a good opportunity to buy the dip in U.S. equities, as the market is likely to see a rebound. However, the medium-term outlook (over the next few months) remains concerning.Short-Term OutlookHere’s why I think a short-term rebound is likely. First, let’s look at historical probabilities.The $S&P 500(.SPX)$ has now declined 10% from its recen

CTA's long global equity position reached $158 billion at the end of February (historical 90th percentile), US equities were also close to the historical 90th percentile (According to Goldman Sachs).Fund managers began selling "passively" and "coincidentally".This quantitative passive selling scale surge, but also become one of the important reasons for the market sell-off in the past few days. $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $DJIA(.DJI)$ Last week performanceImpact of quantitative trading on the current marketCTA primarily employs a trend-following strategy, which involves identifying and capitalizing on market trends.When the market is trending downwards,

Investing in a company during a dip can be a great opportunity if you choose wisely. A dip in stock price doesn’t always mean a bad investment—it could simply be a temporary decline due to market conditions. Here are key factors to consider when identifying quality companies during a dip: 1. Price-to-Earnings (P/E) Ratio One of the first things to check is the P/E ratio, which helps determine if the stock is undervalued. A low P/E ratio compared to its industry peers or historical average could indicate that the stock is trading at a discount. However, it’s essential to compare this against industry norms, as some sectors naturally have lower or higher P/E ratios. 2. Past Financial Performance A company’s historical financials can provide valuable insights into its stability. Look at: Reve

💰 Finding certainty in uncertainty！💹 $DBS Group Holdings(D05.SI)$/ $Wilmar Intl(F34.SI)$ / $Haw Par(H02.SI)$: Here are the stable performers, who also offer astonishing dividend yields.📣 Stay tuned and supercharge purchasing power with CashBoost!A rebound in US stocks, or new highs in Hong Kong stocks? On Monday, U.S. stocks experienced a sharp decline.Since the beginning of this year, the US stock market has continued to fall, and the performance of Magnificent 7 has not been satisfactory. As of March 10, $NASDAQ(.IXIC)$ has fallen 9.54% since the beginning of the year, $S&

Hi, I'm an ‌$IONQ Inc.(IONQ)$   investor since 2021. As the stock forms a significant part of my portfolio, I've been researching into the company as part of my DD. ‌In this article, I'll be sharing my past research and thoughts about recent developments with the community. 2 things to take note before I continue: 1) This is a LONG article😅, 2) While I try to categorise into Good and Bad for easy reading, my opinions are more nuanced. OK, so here goes... ‌ The Good‌ 👍 ‌ Good 1: Technology - IonQ is moving towards Barium-based system which has higher fidelity (performance) - Developed rack-mounted systems for data centre installations - Developed room-temperature system (lower operating cost compared to superconducting systems) - Demonstrated

Previously, when the big banks predicted the U.S. stock market in 2025, they used the words "shock" and "volatility".From the performance since the beginning of the year, the "defense" posture is a very obvious feature, for example: from the sector point of view, $S&P 500(.SPX)$ index of the sector dynamics of the change, it is notable from the previous dominant technology stocks to the shift of financials, health care and materials sectors.Materials sectors.Policy dividend-driven financial sector, earnings repair healthcare and materials sectors have become the new focus in 2025, while technology stocks are temporarily weak due to valuation pressure.Sector Rotation StatusThe Information Technology (+36%) and Communication Services (+39%) sect

【Voting Post】$Alphabet(GOOG)$   Trump, Tarrifs and (Global) Tension. The three big Ts, that are the most notorious for pushing down the stock market as of late. Eventhough most companies are reporting earnings within expectations, Trump's economic plan and policy changes has shaken up investors to the point where they are no longer confident in the market. The Fear and Greed Index has been brought down to extreme fear at 22. The last time we were close to these levels was August 5th 2024, and QQQ gapped down to 421.  However flash forward to now, we can see the market reacted irrationally because at the same fear level, QQQ is at 500, with a previous high of 528.  So now that we know the market can react irrational

Hello, Tigers!Last night, U.S. stocks staged a sharp "V-shaped" rebound. In the afternoon, all three major indices rallied:Nasdaq 100: +1.36%S&P 500: +1.12%Equal-weighted S&P 500: +1.01%Russell 2000 (small caps): +1.02%Dow Jones: +1.14%Many investors might be wondering: Has the U.S. stock market reached a short-term bottom? I'll answer that question at the end of this article. First, let's analyze the recent key events.I. What’s Behind the U.S. Stock Market Rebound?1. Tariff EasingOn March 5, the White House announced that Trump had agreed to delay the implementation of new auto tariffs on certain vehicles from Mexico and Canada by one month. This decision came after discussions with executives from GM, Ford, and Stellantis.According to Reuters, automakers had requested an exemptio

$Tiger Brokers(TIGR)$ Picking quality stocks when the market is down can be a great opportunity to buy undervalued companies. Here are some strategies to consider: 1.Focus on Strong Fundamental Earnings Growth: Look for companies with a consistent track record of earnings growth. Even during tough times, strong companies manage to adapt and continue growing. Revenue Stability: Companies with diverse revenue streams are generally less affected by market fluctuations. Profit Margins Stable or growing profit margins indicate efficiency and competitive advantage. Low Debt: Companies with manageable debt loads are less likely to be negatively affected by market downturns. 2. Look for Companies with Strong Balance Sheets: - Companies with high cash rese

$Tiger Brokers(TIGR)$ Market downturns often present great buying opportunities, but not every stock that dips is worth investing in. Identifying quality companies requires a disciplined approach. Here’s how you can separate winners from value traps: 1. Strong Financials A quality company maintains solid revenue growth, healthy profit margins, and a strong balance sheet with manageable debt. Look for consistent earnings reports and free cash flow to ensure the company remains stable even in downturns. 2. Competitive Advantage Companies with strong moats—whether through branding, technology, patents, or network effects—are more likely to recover and grow in the long run. Look at how the company stands out from its competitors. 3. Industry Resilienc

After last week’s sell-off, Wall Street was hit with another Black Monday. 📉 On Monday, all three major U.S. indexes tumbled: The Nasdaq plunged 4%, marking its worst single-day drop since September 2022. The S&P 500 fell 2.7%, hitting its lowest level since last September. The Dow Jones dropped nearly 2.1%, erasing all gains since the U.S. election in November.The "Magnificent 7" suffered heavy losses: $Tesla (TSLA)$ plummeted 15.43%, wiping out $130 billion in market value—the worst single-day loss since September 2020. $NVIDIA(NVDA)$ plunged 5.07%, $Apple(AAPL)$ plunged 4.85%, $Alphabet(GOOG)$ plunged 4.49%,

Palantir (PLTR) and Apple (AAPL) are two very different companies, making a direct comparison tricky. However, if you're considering why PLTR might be a better buy than AAPL, here are some key points: 1. Growth Potential 🚀 Palantir is in high-growth mode, whereas Apple is a mature company. PLTR’s revenue growth has consistently been in the 15-20%+ range, while Apple struggles to grow at single-digit percentages due to its massive size. 2. AI & Government Contracts 🏛️ PLTR is deeply embedded in government and defense AI applications, a sector with massive spending and little competition. Their AI-powered software (AIP, Foundry, Gotham) is becoming a core component in industries like defense, healthcare, and finance. Apple, while innovative, is behind in AI leadership compared to competi

My initial research overlooked China Sunsine Chemical Holdings (CSCH)$ChinaSunsine(QES.SI)$  , primarily due to the volatile nature of the oil and chemical sectors. However, a recent article prompted a closer look, revealing a compelling story. CSCH is the world's leading producer of rubber accelerators, crucial components in all rubber products. Impressively, 75% of global tire manufacturers count CSCH among their suppliers. This dominant market position, arguably unique among Singapore-listed companies in this sector, makes CSCH worthy of attention. Further bolstering the case for CSCH is its strong financial performance. Six-month net profits surged by 32%, suggesting the company is currently in an upward cycle. The company boasts RMB 2

From a shiny Republican-red Tesla at the White House to tariffs to Chinese automaker BYD unveiling a new EV it says can charge almost as fast as a regular car takes to fuel - there's a lot to talk about in my latest opinion piece. While the market is down year to date because of the dominance of the underperforming technology sector (down 10.55% YTD; its market weight is nearly 28% of the overall market so it has an outsized influence), seven of the 11 sectors are actually up. China and Europe are also doing well. Large cap Chinese stocks are up 26% and German stock are up 24%, while the MSCI Eurozone ETF is up 19% year-to-date. You can find out how corporate America’s proximity to power has its costs by following the link here to The Post, or in The Press and Waikato Times: https://www.th

🥤🥤🥤$Coca-Cola(KO)$ In an era where market exuberance often obscures intrinsic worth, $KO stands as a bastion of value, echoing Coca,Cola's timeless adage, “It's the real thing.” Beneath the effervescence of its brand lies a robust economic moat, decades of consumer loyalty, global distribution hegemony, and consistent cash flows that fizz with resilience. While speculative bubbles inflate and burst, $KO’s valuation, often tethered to tangible fundamentals rather than fleeting hype, offers a refreshing sip of stability. Like the iconic beverage itself, it’s not just a momentary delight but a dependable staple, a true rarity in a market intoxicated by artificial sweeteners of growth at any cost. 🥤🥤Happy trading ahead! Cheers BC 💰📈🚀🍀🍀🍀