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These DAX Index Stocks Surged In The First Quarter
Article By:
Invezz
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Thursday, March 28, 2024 5:56 AM EDT
The DAX index had a great performance in the first quarter of the year as global stocks roared back. It soared by more than 26% this year, reaching a record high of €18,477. Most recently, the index has risen in the past eight straight weeks.
In this article: DAX
The Bulls Dunk On The Bears
Article By:
Greg Feirman
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Sunday, March 24, 2024 6:56 PM EDT
There is no current fundamental or technical reason to be bearish outside of valuation. The other bearish argument is that monetary policy acts with a lag and this time that lag is particularly long for various reasons. Why can't I flip bullish?
Crude Oil Weekly Forecast: After Touching Highs A Slight Reversal Lower
Article By:
Robert Petrucci
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Sunday, March 24, 2024 11:02 AM EDT
WTI Crude Oil had a rather interesting week of trading as it produced highs not been seen since the first week of November, but then a slight downturn was demonstrated.
Powell Says Higher Inflation Is Acceptable And The Stock Market Surges
Article By:
Donn Goodman
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Sunday, March 24, 2024 10:00 AM EDT
After the Federal Reserve finished meeting for two days earlier last week, Chairman Powell announced that they would hold interest rates steady.
Tracking Error Is A Feature, Not A Bug
Article By:
Alpha Architect
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Sunday, March 24, 2024 9:28 AM EDT
Investors who seek to benefit from diversification of the sources of risk and return of their portfolios must accept that adding unique sources of risk means that their portfolio will inevitably experience what is called tracking error.
Energy’s Slow Transition
Article By:
Simon Lack
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Sunday, March 24, 2024 8:55 AM EDT
Treasury bills yielding 5.3% are not the worst place to put some cash. Long term expected returns on US large cap equities are generally 5-7%. Schwab expects 6.2%. JPMorgan 7%. The Equity Risk Premium is the lowest it’s been in over two decades.
Bonds Like Fed FOMC Days, But The Joy Fades Quickly
Article By:
Geoff Bysshe
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Sunday, March 24, 2024 7:12 AM EDT
Rather than trying to outsmart the Fed’s policy meetings why not just let the market tell you? The market’s message isn’t always obvious, and history isn’t perfect, but sometimes its patterns are very insightful.
Week In Review: Three Multinationals Plan Investments In Southeast Asia Facilities
Article By:
ChinaBio® Today
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Saturday, March 23, 2024 2:00 PM EDT
Shanghai WuXi Biologics has broken ground on a $1.4 billion facility in Singapore. Meanwhile, Novo Nordisk announced plans to invest $556 million to expand its Tianjin city production facility.
Tencent Releases Fourth Quarter And Full-year Financial Report For 2023
Article By:
EqualOcean
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Thursday, March 21, 2024 8:49 AM EDT
Tencent's revenue in the 4th quarter reached 155.196 billion yuan a year-on-year increase of 7%. As one of the company's core business segments Tencent's gaming business achieved revenue of 179.9 billion yuan in 2023, a year-on-year increase of 5.4%.
In this article: TCEHY
Market Hears A Dovish Fed And Sells The Greenback
Article By:
Marc Chandler
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Thursday, March 21, 2024 8:37 AM EDT
The Federal Reserve triggered a dollar sell-off yesterday and follow-through selling was seen in Asia before profit-taking emerged. That created a new dollar selling opportunity in early European turnover.
AI Will Fundamentally Transform The Job Market - The Risk Of Mass Unemployment Is Low
Article By:
ING Economics
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Thursday, March 21, 2024 8:23 AM EDT
AI has the potential to radically transform the labor market, impacting workers of all skill levels in a wide variety of companies and sectors. Some jobs will inevitably become obsolete. Yet we don't expect AI to lead to mass unemployment.
Amid Nvidia Surge, Intel Now Goes On $100 Billion Spending Spree In US
Article By:
Invezz
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Wednesday, March 20, 2024 9:06 AM EDT
Intel has unveiled plans for a massive $100 billion spending spree across four U.S. states. The initiative comes in the wake of the global semiconductor shortage crisis and aims to bolster chip manufacturing capabilities on American soil.
US Steel Tug-Of-War Threatens To Pull It Apart
Article By:
Lipper Alpha Insight
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Wednesday, March 20, 2024 8:50 AM EDT
Efforts to “save” United States Steel may rip it apart. An agreed $14 billion acquisition by Nippon Steel slammed into political opposition, with President Joe Biden declaring it vital the company remain “domestically owned and operated.”
In this article: X
How We Know The Inflation Data Is Fiction
Article By:
Graham Summers
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Wednesday, March 20, 2024 8:31 AM EDT
Media shills like to argue that Biden is unpopular because Americans are “wrong” or “misguided” due to “disinformation.” But we have to remember that these are the same people who told us inflation was “transitory” for most of 2021 and 2022.
Cloud Stocks: DocuSign Is Looking For A Buyer
Article By:
Sramana Mitra
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Tuesday, March 19, 2024 9:39 AM EDT
Digital signature services provider DocuSign recently announced very strong quarterly results. The company continues to add to its product offerings while it scouts for a potential buyer for itself.
In this article: DOCU
Reflections From The Middle Seat: An Allocators Journey To Private Capital Advisory
Article By:
AllAboutAlpha
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Tuesday, March 19, 2024 9:32 AM EDT
I left a limited partner seat in April 2022 to join the Private Capital Advisory team at Raymond James and have received many questions weekly since from both LPs and General Partners.