"I recently sold all my U.S. stocks because I know I've seen this party scene before. I'll say it again: I'm worried."Jim Rogers, who has been missing for a long time, recently had a very relaxed exchange with James Connor, CEO of Bloor Street Capital, in a podcast conversation.Rogers is the co-founder of Quantum Fund and has created one of the most dazzling hedge funds in history with Soros.He is an adventurer who travels around the world on a motorcycle and measures investment opportunities with his footsteps. He is known as the "world investment wanderer"; he is also one of the first foreign investors to bet heavily on the Chinese market. In 1999, he opened a B-share account on the Shanghai Stock Exchange and bought a large number of Chinese stocks at a low price of 20 cents per share.U
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Invesight Capital:V-Shaped Victory? 4 Critical Battles for H2 2025 US Stocks
Hello, Tigers,Many institutions on Wall Street have raised their expected target price for $S&P 500(.SPX)$ in 2025.@Invesight_Capital a new high-quality creator, which is an Austrailia fund company had recently shared their outlook for the US stock market in the second half of 2025 saying that “ we maintain a ‘cautious optimism’ judgment on the overall US stock market.“Recomment to read>>Market Outlook for H2 2025: Cautious Optimism Amid UncertaintyH1 2025 Markets Review: The Truth
BI: Xiaomi's Rating Upgrade Potential If EV Business Breaks Even
According to Bloomberg Intelligence forecasts, if $Xiaomi Corp.(XIACY)$ $XIAOMI-W(01810)$ 's electric vehicle (EV) business can reach break-even by the end of 2025, the likelihood of its credit ratings being upgraded to Baa1/BBB+ by Moody's and Fitch will significantly increase.By bloomberg Analysts: Cecilia Chan, Steven TsengRead more>>Cup and Handle Breakout in Xiaomi – What Traders Should WatchXiaomi's Meteoric Rise Post-SU7: Will YU7 Replicate the Surge?Among global BBB-rated technology companies, the trading spread on Xiaomi's dollar bonds is at the nar
BI: Xiaomi's Rating Upgrade Potential If EV Business Breaks Even
Wall Streets Bull Calls for Another 10% Rally in S&P 500 by end of 2025
The $S&P 500(.SPX)$ (^GSPC) is back within one percentage point of an all-time high. One of Wall Street's notorious bulls believes the benchmark index has plenty further to run this year. $Bank of Montreal(BMO)$ Capital Markets chief investment strategist Brian Belski boosted his year-end target of $S&P 500(.SPX)$ to 6,700 from a prior forecast of 6,100. Belski had previously reduced his forecast amid the tariff turmoil that tanked markets in April.But now, with the market's largest tariff fears believed by strategists to be behind investors, Belski detailed a more sanguine outlook in a note sent to clients on Tuesday entitled "same as it ever was.""The si
Wall Streets Bull Calls for Another 10% Rally in S&P 500 by end of 2025
CRCL: with a HOLD Rating and a $200 Price Target
Circle (CRCL) stock fell 15% on Tuesday, retreating from a stunning rally fueled by optimism over stablecoin regulation and adoption, as Wall Street shifted its focus to the rising risk of competition in the digital token space.Shares of the issuer of the USDC stablecoin (USDC-USD) snapped a three-day winning streak to close just above $223. The stock soared after the Senate passed the GENIUS Act last week — legislation that would establish a federal framework for digital tokens backed by assets such as the US dollar. Tiger Reseach： $Circle Internet Corp.(CRCL)$ - Regulated First-Mover with Long-Term Optionality, Near-Term Valuation Rich; Initiating at HOLD with $200 PT.Below are some highlight point from the full report>>
CRCL: with a HOLD Rating and a $200 Price Target
After Hits 6,000 Points, S&P 500 on the Way to Historical High?
KEY TAKEAWAYSThe $S&P 500(.SPX)$ stood on the 6,000-point mark on Monday trading, extending a rally for stocks that's been fueled by optimism about strong corporate earnings and economic data.Investors should track key overhead areas on the $S&P 500(.SPX)$ 's chart around 6,100 and 6,575, while also watching major support levels near 5,770 and 5,650.$S&P 500(.SPX)$ stood on the 6,000-point mark this week for the first time since February, The benchmark index has rallied sharply from its early-April low to trade just 2.3% below the record high it established in mid-February. Last month, the $S&P 500(.SPX)$
After Hits 6,000 Points, S&P 500 on the Way to Historical High?
Five Key Charts to Watch in Global Commodity Markets This Week
Oil watchers who have been anticipating a glut now have the numbers to back it up as global inventories climb. The world is spending billions for power infrastructure to meet soaring demand — and that’s going to need a lot of engineers. China hosts the world’s biggest solar convention this week where the mood might be gloomy. And silver is shining brighter.Here are five notable charts to consider in global commodity markets as the week gets underway.1. Oil $WTI Crude Oil - main 2507(CLmain)$ Oil inventories have risen sharply across the world in recent weeks, a sign of the pressure that higher output from OPEC+ could place on the global crude market as the year progresses. Crude oil stockpiles globally rose by about 170 million barrels in the
Five Key Charts to Watch in Global Commodity Markets This Week
Rogers Shares that he is Holding a Large Amount of Cash, Gold, Silver
Rogers Shares that he is Holding a Large Amount of Cash, Gold, Silver
Stocks Drop and Treasury Yields Soar after Moody's Downgrade, Risk Hike?
U.S. stocks fell and Treasury yields rose,after Moody's downgraded the U.S. credit rating, citing rising government debt and increased interest burdens.The downgrade comes after rival Fitch downgraded the US sovereign rating, which it also downgraded by one notch in August 2023, citing an expected deterioration in the US fiscal situation and repeated deadlocks in debt ceiling negotiations that threaten the US government's ability to repay its debts.Fitch is the second major rating agency to remove the US's top AAA rating after Standard & Poor's removed it after the 2011 debt ceiling crisis.At that time, US stocks fell for three consecutive months until the end of October and then opened a long bull market until February 2025. The $S&P 500(.SPX
Stocks Drop and Treasury Yields Soar after Moody's Downgrade, Risk Hike?
Stansberry Research:Why The US Dollar Will Fail in the Next 10 Years?
Source from YOUTUBESource from YOUTUBEBased on the discussion in the Stansberry Investor Hour, here are some key points explaining why the $USD Index(USDindex.FOREX)$ might fall in the next 10 years:USD index Monthly chart, by May 6th 2026Monetary Policy and InflationMoney Printing and Inflation: Larry Leard argues that the current monetary system is under stress and is essentially broken. The government has been engaging in significant money printing to cover large and growing deficits. This money printing is almost a mathematical certainty given the current economic situation. As a result, inflation is likely to become a persistent problem. When inflation rises, the value of the dollar typically falls because it erodes the purchasing p
Stansberry Research:Why The US Dollar Will Fail in the Next 10 Years?
Zander Brown: Investors Prefer Gold Over Bitcoin as a Safe-Haven
Key TakeawaysJP Morgan analysts Zander Brown observe investors prioritizing gold over Bitcoin as a safe-haven during the recent market.Gold ETFs attracted significant net inflows ($21.1 billion in Q1 2025), while Bitcoin ETFs experienced three consecutive months of outflows.Factors like the global trade war and economic downturn concerns are pushing investors towards the perceived safety of gold.JP Morgan: Investors Prefer Gold Over Bitcoin as a Safe-HavenIs Bitcoin losing its appeal as a safe-haven asset? Amid market turbulence, gold is being chosen over Bitcoin as a safe haven by investors, raising questions about its “digital gold” narrative, as stated by JP Morgan analysts in a report on Thursday. While gold ETFs saw massive inflows, Bitcoin faced declining interest, prompting a closer
Zander Brown: Investors Prefer Gold Over Bitcoin as a Safe-Haven
Tiger Research:IQ, Maintain HOLD but Decrease PT to $2
iQIYI, Inc. ( $iQiyi Inc.(IQ)$ , HOLD)1Q25 Preview and Model Updates; Source: US Tiger Securities ResearchWe are maintaining our HOLD rating but decreasing PT to $2 (was $2.5) as we fine-tune our estimates ahead of 1Q earnings.Our 1Q membership revenue estimate remains largely unchanged. However, we are lowering our advertising revenue estimate by 7%, reflecting softer-than-expected brand advertising demand. Conversely, we are raising revenue estimates for content distribution and "Other" segments, as some content was pulled forward into 1Q, and one of the company’s mobile games showed notable strength during the quarter. As a result, our total revenue estimate remains broadly unchanged.Source: US Tiger Securities ResearchSource: US Tiger Securities
Tiger Research:IQ, Maintain HOLD but Decrease PT to $2
If Equities Revisit Their Lows, Gold Could Surge Well Above $3,500/oz
As volatility returns today, with the $NASDAQ 100(NDX)$ down over -3%, gold has surged by another +$100/oz. Meanwhile, the US Dollar index, $ $USD Index(USDindex.FOREX)$ , is pushing below 100 for the first time since September 2024. If equities revisit their lows, $Gold - main 2506(GCmain)$ could surge well above $3,500/oz. By@KobeissiLetterHeading into this week, our premium members took shorts in the $S&P 500(.SPX)$ . We called for a drop below 5325 which was just crossed. Gold has been a key leading indicator for all risky assets.Gold is trading like we are in a depression: Over the last 20 years,
If Equities Revisit Their Lows, Gold Could Surge Well Above $3,500/oz
Chris Igou:Central Banks Aren’t the Only Ones Buying Gold Now
$Gold - main 2506(GCmain)$ has been on a tear. It recently skyrocketed above $3,000 per ounce after a blistering rally last year.But most folks misunderstand the current rally. That's because it wasn't retail investors driving the gold price boom... It was the central banks.Central banks bought 18 tonnes of gold in January alone. This continues the trend from 2024, when central banks added 1,045 tonnes to their reserves.Last year wasn't a one-off, either. Central banks more than doubled their gold-buying in 2023 from the two years prior. And while some institutions pause purchases from time to time, others tend to pick up the slack.This trend is changing, though. Now, retail investors are beginning to buy. And as I'll share today, that's anoth
Chris Igou:Central Banks Aren’t the Only Ones Buying Gold Now
Weaker Dollar & 145% Tariffs: Double Trouble for US Consumers
Former US Secretary of State Blinken commented on the tariff policy: The world will no longer trust the United States, which is not good for us.A weakening US dollar and 145% tariffs will be a double whammy for US consumers.Why is the $USD Index(USDindex.FOREX)$ 's downward trend so important for $Gold - main 2506(GCmain)$ investors? Because of its inverse correlation with gold price Indeed, when the world's reserve currency is doing poorly, gold plays its role as store of value Below: $DXY VS M2-adjusted gold (inverted scale) @ValueSeeker_The DXY is currently revering towards its Purchasing Power Parity, after years of overvaluation.@ValueSeeker_The DXY is now breaking its multi-year suport
Weaker Dollar & 145% Tariffs: Double Trouble for US Consumers
Market Commentary:Look Past the Volatility: Follow the Market’s True Drivers
Market volatility has been extreme over the past few days. Over the previous two weeks, the $S&P 500(.SPX)$ declined more than 10% — a move that, statistically, falls outside a 3-sigma event. If we include Monday’s opening drop, it reached the magnitude of a 5-sigma event.Yesterday, the $S&P 500(.SPX)$ saw an intraday swing of more than 7% within just 30 minutes, triggered by a false news report. Today, markets continued to whipsaw. The $Cboe Volatility Index(VIX)$ remains above 50 and has stayed above 40 for three consecutive days — itself an extreme occurrence.Historically, such events are often followed by a short-term reversal (with a historical probab
Market Commentary:Look Past the Volatility: Follow the Market’s True Drivers
Top Investment Banks: How to Reduce the Impact of Tariffs?
Trump's tariff policies have had significant impacts on the secondary market.Read more>>Greg Boland:The long and short of it: Q1 ends with ‘Liberation Day’ and plenty of red ink @OptionskiwiWhat You Should Know About Trump’s Tariffs by @Tiger_James OoiQuick Thoughts on Trump’s Tariffs @Tiger_James OoiThe Impact of Trump Tariffs on US. ETF Performa
Top Investment Banks: How to Reduce the Impact of Tariffs?
SPX 500 Stands on 200MA; Great Trend Analysis of US Market
After the recent rebound, the $S&P 500(.SPX)$ has returned to levels similar to those seen just before Trump won the U.S. election last November. In effect, after a "Trump rally" that priced in the positives—such as deregulation and tax cuts—and the recent pullback that began to price in risks like tariffs, deficit reduction, immigration restrictions, and broader policy uncertainty, the market has round-tripped to where it started.To be honest, the potential announcement of tariffs on April 2nd. Intuitively, if the market continues to rally leading into April 2, then the reaction will likely depend on whether the tariff measures exceed or fall short of expectations. But if the market pulls back again before that date, the tariff announcement m
SPX 500 Stands on 200MA; Great Trend Analysis of US Market
PDD:Near-Term Uncertainty; Downgrading to HOLD
( $PDD Holdings Inc(PDD)$ , HOLD) - Slowing Growth and Rising Investments Create Near-Term Uncertainty; Downgrading to HOLD We are downgrading PDD to HOLD but maintaining our price target of $130 (unchanged) following below-consensus 4Q revenue and profit performance. 4Q revenue grew 24% y/y, decelerating from 44% in 3Q, and was 2%/3% below Tiger/Street.Revenue missed. By segment, online marketing services revenue increased 17% y/y, compared to 24% in 3Q, marking a slowdown relative to domestic peers. This segment came in 1% above Tiger/Street. Transaction services revenue grew 33% year-over-year, a sharp deceleration from 72% in the previous quarter, and was 5% below Tiger and 7% below the Street, likely due to tougher comp for Temu and slowi
PDD:Near-Term Uncertainty; Downgrading to HOLD
Tencent Holdings：Maintain BUY and Increase PT to HK$590
$TENCENT(00700)$ -HK, BUY) - Solid 4Q Results Driven by Robust Games and Ads; Momentum Set to Continue in 2025; Maintain BUY and Increase PT to HK$590We maintain our BUY rating and increase our price target to HK$590 (previously HK$450) after Tencent reported largely in-line 4Q24 results, with revenue and profitability slightly ahead consensus. Total revenue grew 11% y/y to RMB172.4B, exceeding consensus by 3%, primarily driven by stronger-than-expected VAS and ad segments.Domestic game revenue accelerated to +23% y/y in 4Q24 (vs. +14% y/y in 3Q24), driven by robust performance from key evergreen titles including Honour of Kings, Peacekeeper Elite, and VALORANT, along with solid contributions from new launches like DnF Mobile and Delta Force. Int
Tencent Holdings：Maintain BUY and Increase PT to HK$590
FOMC Meets Expectations, Risk Event Priced In, Driving Market Rally
Wednesday's FOMC meeting largely aligned with our expectations from yesterday. Wednesday Focus: FOMC Would be Neutral But Equity Remain ExpensiveThe dot plot essentially built upon the December projections while incorporating recent macroeconomic trends, and Powell’s key message was to "continue monitoring policy developments." With this risk event now settled, the $Cboe Volatility Index(VIX)$ retreated to 20, helping to lift the market.Let’s see the Wallstreet’s views on Fed’s Dovish Message first:$JPMorgan Chase(JPM)$ : Rate unchanged, future moves depend on next three months.$Goldman Sachs(GS)$
FOMC Meets Expectations, Risk Event Priced In, Driving Market Rally
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