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U.S. stocks slump as 13F impact and Nvidia earnings vigilance flows in
11/18 U.S. stocks slump as 13F impact and Nvidia earnings vigilance flows in The U.S. stock market started lower as expectations for a rate cut weakened due to Fed Vice Chairman Jefferson’s remarks, but Alphabet (+3.11%) led the index to rise. However, it fell after related companies showed sluggish performance on the news that institutional…
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Not one in a thousand people plans and acts as
“Not one in a thousand people plans and acts as they must in order to truly build their wealth.” – Thomas Phelps Investors dream of becoming rich. They say the right thing: be cautious, be restrained, and be patient. But their portfolios, and more importantly, their actions, tell a different story. There’s an uncomfortable truth.…
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Korea Weekly Goldman
Korea Weekly Goldman 1) 12-Month Outlook: Upcycle Continues, Additional Revenue Room The KOSPI suggests a ≈ of +15% for an additional 12 months. After a strong rally in 2025, earnings (especially in North Asia) and valuation are expected to continue through next year. Improvement of governance and expansion of dividends (law and policy drivers) and…
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When I invest in stocks, I always emphasize that
When I invest in stocks, I always emphasize that you should maintain 5% of your cash holdings (10-20% when the adjustment site is likely to come and 30% when the market is likely to collapse). It’s very difficult if you actually put it into practice that you keep 5% of this cash holdings. It is…
