Jacob X
Jacob X
Long-term investor. Made in Japan🍙, living in Australia 🦘
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avatarJacob X
01-22 17:04
Bullish for Circle's USDC. $Coinbase Global, Inc.(COIN)$  integrates USDC into its platform through Base Layer 2.
Coinbase Would Delist Stablecoin Tether if Required by Law, CEO Says -- WSJ
avatarJacob X
01-22 17:01

Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones

$Qualcomm(QCOM)$   is renowned for its leadership in the smartphone market, powering approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. As smartphone growth stabilizes, Qualcomm's strategic diversification into high-growth sectors presents an exciting investment opportunity. Currently trading at $167.27 per share (as of 21 Jan 2025), the company offers a 2.03% dividend yield, with an impressive 23-year track record of dividend increases. 1. Automotive Evolution Qualcomm is transforming the automotive industry through partnerships with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis enables advanced features such as autonomous drivin
Qualcomm (QCOM): Bullish on Connecting the Future Beyond Smartphones
avatarJacob X
01-16
$iShares MSCI Israel ETF(EIS)$   One of the strongest stock markets at the moment 
avatarJacob X
01-14
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@Barcode:$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎💸 🗳️💸📈 Money Moves: The S&P 500, Market Psychology, and Cash Inflows 📈💸🗳️ As we navigate the financial landscape during this critical time, political transitions, earnings seasons, and market psychology are converging to shape capital flows and investor sentiment. Alongside historical election trends, the recent surge in cash inflows into money market funds reveals how participants are positioning amidst heightened uncertainty and anticipation. 🧠 🔑 Key Insights from the Data • BIGGEST Inflows to Cash Since April 2020: Recent data highlights a dramatic surge in money market fund flows, with approximately $140 billion in inf
avatarJacob X
01-10
avatarJacob X
01-10

BKLN: An Overlooked High-Yield Opportunity in Senior Loans

For investors seeking income in a shifting economic landscape, the $Invesco Senior Loan ETF(BKLN)$ offers a compelling yet often overlooked opportunity. With its focus on senior bank loans—secured, floating-rate instruments that sit at the top of the capital structure—BKLN delivers high yields while benefiting from improving credit conditions and a supportive economic environment. Key Reasons BKLN Shines 1. Improving Credit Conditions: As corporate balance sheets strengthen, the risk of defaults declines. Senior loans, which have priority over other debts, are positioned to thrive in this low-risk environment. 2. Economic Growth and Productivity Gains: A growing GDP driven by innovation and productivity enhances borrower stability, boosting the a
BKLN: An Overlooked High-Yield Opportunity in Senior Loans
avatarJacob X
2024-12-28

Why the S&P 500 Could Keep Soaring: A Bull Market From 2025 to 2030

$SPDR S&P 500 ETF Trust(SPY)$   As we end 2024, many investors are concerned about the stock market. High valuations, re-inflation risks, and the potential changes under a Trump administration have left some wondering whether it's time to exit. However, a closer look at history and the current economic landscape suggests a strong bull market may be ahead, similar to the 1982 recovery. The S&P 500 could keep climbing with annual returns of 15-20% from 2025 through 2030, potentially pushing its value to 12,000-15,000 by 2030. Concerns: High Valuations and Inflation Many are cautious about the current market. With high valuations and inflation showing signs of a potential resurgence, fears of re-inflati
Why the S&P 500 Could Keep Soaring: A Bull Market From 2025 to 2030
avatarJacob X
2024-12-12
Don't forget about this ETF... $ARK Innovation ETF(ARKK)$  
avatarJacob X
2024-12-12

How I Am Positioning My Portfolio for 2025

As we approach 2025, the divergence in monetary policy between the Federal Reserve and Bank of Japan creates compelling opportunities across global markets. With inflation concerns moderating and a stable USD outlook, here's how I'm positioning my portfolio using specific ETFs. --- Core Positions US Equities: Technology Select Sector SPDR (XLK): Capturing AI revolution and digital transformation Consumer Discretionary Select Sector SPDR (XLY): Positioning for resilient consumer spending Real Estate Select Sector SPDR (XLRE): Benefiting from potential rate cuts iShares Russell 2000 ETF (IWM): Small-cap exposure for rate cut beneficiaries --- International Markets: iShares MSCI Japan ETF (EWJ): Exposure to policy normalization and corporate reforms iShares MSCI Singapore ETF (EWS): Access to
How I Am Positioning My Portfolio for 2025
avatarJacob X
2024-12-06
avatarJacob X
2024-12-06

Why Australia Risks Falling Behind in the Age of AI—Even as the ASX200 Hits Record Highs

Australia's ASX200 has reached record highs, signaling strong performance in traditional sectors like banking and retail. Yet beneath this market optimism lies a critical challenge: Australia's preparedness for the AI revolution. While countries like the U.S., China, and Taiwan pour resources into transformative technologies, Australia faces unique hurdles from high interest rates, unaffordable housing, and stagnant consumer spending. Without decisive action, these structural issues could leave Australia lagging in the global race for innovation and economic growth. --- 1. ASX200 Highs: Risk or Opportunity? The ASX200's strong performance reflects resilience in established industries, but its lack of tech sector representation reveals an economic blind spot. While U.S. and Asian markets in
Why Australia Risks Falling Behind in the Age of AI—Even as the ASX200 Hits Record Highs
avatarJacob X
2024-11-18
avatarJacob X
2024-11-09
【Voting Post】Long-term outlook:  Bull Case for Japan, Canada, and Israel in a Post-Tariff World, during a US-centred disinflation + rate cuts $iShares MSCI Japan ETF(EWJ)$   $iShares MSCI Canada ETF(EWC)$  $iShares MSCI Israel ETF(EIS)$   If the U.S. were to enact steep tariffs—10-20% for most countries and 60% for China—it would radically reshape global trade dynamics, creating a unique bull case for markets in Japan, Canada, and Israel. Here’s why these countries could benefit the most: Japan 🇯🇵 With high tariffs on China, Japan would become an attractive alternative supplier for the U.S. and global markets, especially in tech
avatarJacob X
2024-11-09
2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$   Buy$iShares Russell 2000 ETF(IWM)$   Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$   --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow
avatarJacob X
2024-09-30
avatarJacob X
2024-07-08
avatarJacob X
2024-07-03
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@Trend_Radar:Pelosi is back on the Trading Desk: Added AVGO and NVDA
avatarJacob X
2024-07-02
In the short term, it could reach $260 or so very quickly, and there may be some profit taking. There may also be a sell-the-news events in July and August, but if this happens, I am sure long-term players will step up and treat it as a buying opportunity. Looking towards the year end, 2024 may well be the year when the downtrend from 2021 will finally break to the upside.
avatarJacob X
2024-07-01
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@Long_Equity:US-Listed Companies: Global Revenue Distribution
avatarJacob X
2024-07-01

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