*USequitiesclosehigherondip-buyinginbeaten-downtechstocks*
*30December2022*
Nasdaq100Index10951.05,(2.54%)↑
S&P500Index3849.14,(1.74%)↑
DowJonesIndusAvgIndex33220.8,(1.05%)↑
USstocksrosewhile*Treasuryyields*andthe*Dollar*fellasjobsdataeasedfearsthatatightlabormarketwouldleadtotightermonetarypolicy.Despitethinholidaytrading,the*S&P500*haditsbiggestdailygainthismonthtosnapa2-d...[閱讀全文]
Trading for a Living
TBA.
博文
(2022-12-29 19:27:08)
(2022-12-29 19:26:39)
*OneStockBeforetheBell*
*Bristol-MyersSquibb(NYSE:BMY)*
$72.10(15.64%YTD)
Bristol-Meyersdevelops,licenses,andsellspharmaceuticalproducts.It'sbest-sellingdrugsincludecancermedicineOpdivoandEliquisforstrokeprevention.BMYhasbeenableto*growitsbusinessthrubothacquisitionsandorganicgrowth*,recentlyacquiringTurningPointTherapeuticsfor$4.1B.Thefirmhasalso*increaseditsdivdendeveryyearsince2...[閱讀全文]
*Bristol-MyersSquibb(NYSE:BMY)*
$72.10(15.64%YTD)
Bristol-Meyersdevelops,licenses,andsellspharmaceuticalproducts.It'sbest-sellingdrugsincludecancermedicineOpdivoandEliquisforstrokeprevention.BMYhasbeenableto*growitsbusinessthrubothacquisitionsandorganicgrowth*,recentlyacquiringTurningPointTherapeuticsfor$4.1B.Thefirmhasalso*increaseditsdivdendeveryyearsince2...[閱讀全文]
(2022-12-28 23:56:30)
(2022-12-27 23:25:32)
(2022-12-27 20:45:48)
後市展望：
上周提到：“上證指數和深成指都回補了11月29日的缺口，量能也不斷呈現地量，疊加周五深成指、創業板指九轉序列出日線低9，且3000點近在咫尺。因此，下周有望迎來超跌反彈”。今天兩市出現大幅反彈，盤口上看，風、光、儲、新能源車等板塊大幅反彈，上周超跌的光伏掀起漲停潮。金融、地產和大消費則明顯承壓。本周的反彈可以看作是前期超跌和縮量做[閱讀全文]
上周提到：“上證指數和深成指都回補了11月29日的缺口，量能也不斷呈現地量，疊加周五深成指、創業板指九轉序列出日線低9，且3000點近在咫尺。因此，下周有望迎來超跌反彈”。今天兩市出現大幅反彈，盤口上看，風、光、儲、新能源車等板塊大幅反彈，上周超跌的光伏掀起漲停潮。金融、地產和大消費則明顯承壓。本周的反彈可以看作是前期超跌和縮量做[閱讀全文]
(2022-12-27 20:17:52)
*OneStockBeforetheBell*
*ThermoFisherScientific(NYSE:TMO)*
$545.44(-18.25%YTD)
ThermoFishersellsscientificinstrumentsandsuppliestobiotechandpharmafirms.Ithasa*diverserevenuestream*,with4differentbusinesssegments,includinglifesciencessolutions,analyticalinstruments,diagnostics,andlaboratoryproducts,whichmakeup49.72%ofrevenue.TMOshouldbenefitfrom*higherdemandforitsinstrumentsaschronicand...[閱讀全文]
*ThermoFisherScientific(NYSE:TMO)*
$545.44(-18.25%YTD)
ThermoFishersellsscientificinstrumentsandsuppliestobiotechandpharmafirms.Ithasa*diverserevenuestream*,with4differentbusinesssegments,includinglifesciencessolutions,analyticalinstruments,diagnostics,andlaboratoryproducts,whichmakeup49.72%ofrevenue.TMOshouldbenefitfrom*higherdemandforitsinstrumentsaschronicand...[閱讀全文]
(2022-12-27 18:07:52)
*USequitiesclosemixedasinvestorsremaincautiousheadinginto2023*
*28December2022*
Nasdaq100Index10822.51,(-1.48%)↓
S&P500Index3829.24,(-0.41%)↓
DowJonesIndusAvgIndex33241.56,(0.11%)↑
USstocksclosedmixedinthefirsttradingdayofaholiday-shortenedweek.*Treasuryyields*roseonfearsthatChina\'sre-openingmayaddtoglobalinflation.The*10-yearTreasuryyield*lasthoveredaround3.85%.Asweclose20...[閱讀全文]
*28December2022*
Nasdaq100Index10822.51,(-1.48%)↓
S&P500Index3829.24,(-0.41%)↓
DowJonesIndusAvgIndex33241.56,(0.11%)↑
USstocksclosedmixedinthefirsttradingdayofaholiday-shortenedweek.*Treasuryyields*roseonfearsthatChina\'sre-openingmayaddtoglobalinflation.The*10-yearTreasuryyield*lasthoveredaround3.85%.Asweclose20...[閱讀全文]
(2022-12-27 14:23:59)
*USequitiesfallasstrongeconomicdatafuelratehikefears*
*23December2022*
Nasdaq100Index10956.14,(-2.49%)↓
S&P500Index3822.6,(-1.44%)↓
DowJonesIndusAvgIndex33027.49,(-1.05%)↓
USstocksclosedlowerThursday,asa*micron-ledslump*ledthetech-heavyNasdaqloweramidstfearsthatstrongGDPdatacouldprovide*morecushionfortheFedtocontinuewithitsaggressiveratehikeregime*.All11sectorsendedinaseaofr...[閱讀全文]
*23December2022*
Nasdaq100Index10956.14,(-2.49%)↓
S&P500Index3822.6,(-1.44%)↓
DowJonesIndusAvgIndex33027.49,(-1.05%)↓
USstocksclosedlowerThursday,asa*micron-ledslump*ledthetech-heavyNasdaqloweramidstfearsthatstrongGDPdatacouldprovide*morecushionfortheFedtocontinuewithitsaggressiveratehikeregime*.All11sectorsendedinaseaofr...[閱讀全文]
(2022-12-27 14:23:34)
Abbotdevelopsandsellsadiversifiedlineofhealthcareproducts.The*134-yearoldcompanyisaDividendKing*,havinglogged*50consecutiveyearsofdividendgrowth*.Itskeysegmentsinclude*diagnostics*and*medicaldevices*whichmakeup35.26%and34.73%ofQ3revenuerespectively.*FreeStyleLibre,ABT'sbloodglucosemonitoringdevicefortype2diabetes*,isontracktolog*$4Binsalesthisyear*,andshouldcontinuegrowinggiventheincreasingprevale...[閱讀全文]
(2022-12-27 14:23:07)
https://mp.weixin.qq.com/s/FtiayxR7XXYngs8CgDMfPQ
美聯儲加息為什麽這麽急？簡單來說，就是拖不起。美國的高通用，用更猛的加息，可以更短時間把通脹壓下來，然後快速降息。這樣高利率維持的時間就會比較短。如果通脹遲遲下不來，需要維持較長時間的高利率，那麽美國巨額國債，真心受不了。
日本央行死活不加息的重要原因，1200萬多億日元債務，整體利息水平如果上升1%。[閱讀全文]
美聯儲加息為什麽這麽急？簡單來說，就是拖不起。美國的高通用，用更猛的加息，可以更短時間把通脹壓下來，然後快速降息。這樣高利率維持的時間就會比較短。如果通脹遲遲下不來，需要維持較長時間的高利率，那麽美國巨額國債，真心受不了。
日本央行死活不加息的重要原因，1200萬多億日元債務，整體利息水平如果上升1%。[閱讀全文]
