Sorry investors, but there’s no such thing as an early ‘Santa Claus rally.’ Here’s when the real gains typically happen.
Analysts like to overhype stockmarket rallies in the fall, but the numbers show Santa only arrives once a year Source：MarketWatch
This strategist says it’s a matter of when, not if, the AI bubble pops. Here’s how to prepare for that.
TS Lombard says the AI investment theme is a bubble destined to pop. What investors shouldn’t try to do is time when that will happen. Source：MarketWatch
The excitement around Moderna’s cancer vaccine is cooling. Here’s why.
Investors had “incredibly high” expectations around the Phase 3 data for the drugmaker’s experimental cancer treatment. Source：MarketWatch
Retail investors are getting cold feet about stocks, just when the market needs them most
Last week’s carnage for hedge funds highlighted the relative decline in trading activity among retail investors. Source：MarketWatch
A dot-com survivor warns retail investors against buying the tech dip: ‘You’re taking a knife to a gunfight.’
Technologyportfolio mangers are treading carefully with tech these days, retail investors should be just as cautious, says industry veteran Ted Mortonson.…
Aviva Investors launches tokenized share class of $29B Sterling fund on XRP Ledger
The move marks Aviva’s second fund to list tokenized shares, part of a broader collaboration to bring more tokenized funds to the XRP Ledger.…
These four shocks could hand investors an unexpected buying window, strategists say
Yardeni Research said a surprise interestrate decision by the Federal Reserve or increasing constraints in the artificialintelligence trade could provide…
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%
A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an…
Calpers pulls back from big tech as AI jitters deepen neocloud sell-off
California’s pension fund shifts toward private equity as investors question tech valuations and the payoff from soaring AI spending. Source：CoinDesk
Here’s the real signal to watch for the Fed’s next move
Investors should focus not on the rate itself, but on where financial conditions are Source：MarketWatch
AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit
The runaway success of the artificialintelligence trade has left investors hungry for the next big market theme. Wall Street fund managers are happily obliging…
‘Non-answers’ aren’t working. This is what investors really need from the Fed.
What really matters to investors, economists say, is for Fed Chairman Kevin Warsh to prove he can successfully communicate the central bank’s strategy.…