Category: QQQ
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VIX Explosion
Yen Carry Trade Deep Dive,” Brent Johnson discusses the concept of a carry trade and how Japan’s zero or negative interest rates for decades have made the Japanese Yen an attractive currency for this investment strategy. However, when the currency starts to appreciate or interest rates rise, the cost of carry can exceed the return, leading…
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Artificial Intelligence Bubble
An opinion from a sleazy but credible market participant. Shkreli draws parallels between the dotcom bubble of the late 1990s and the current hype surrounding artificial intelligence (AI). He believes that the potential valuations of AI companies may lead to a bubble, but the long-term value may come from companies that emerge after the bubble bursts. Shkreli…
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Siegel is a Bull
Professor Jeremy Siegel expresses optimism about the economy’s strength, despite high interest rates. The Atlanta Fed’s revised GDP estimate for the first quarter surpassing 2% is an indicator of a healthier economy. While some sectors, such as tech, may be overvalued, the majority of the market is reasonably priced at around 17 times forward earnings.…
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Bianco on Risk
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Magnificent PEG Prices
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Short & Co.
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2024 Predictions
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Gundlach’s 2024 Predictions
Jeffrey Gundlach discusses the most surprising things he observed in 2023. He was surprised by the continuation of the market’s momentum in consumer spending despite the high interest rates on credit cards. He also commented on the surprising drop in the commodity price complex, including the issue with the Mid-East oil and the slowing global…
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Tom Lee Says Buy in a Risk Off Environment
Tom Lee shares some insights on the potential impact of the Federal Reserve’s decision to stop raising rates. While some believe this could lead to further stock market decline, Lee suggests it may trigger a risk rally and actually cause a stock market rally. He emphasizes that the Fed’s decision does not necessarily mean they…