@binghuangde.bsky.social
Rising JGB yields are making fixed income a competitor to equities. Political uncertainty strengthens the appeal of safer bonds over volatile stocks. #JGB
November 19, 2025 at 11:59 AM
Rising JGB yields are making fixed income a competitor to equities. Political uncertainty strengthens the appeal of safer bonds over volatile stocks. #JGB
Divergent Views: We are in a fragile period. The market anticipated cuts; Powell emphasizes data dependency and lingering inflation. Follow the data, not the hope. 📉 #DataDependent
November 18, 2025 at 11:31 AM
Divergent Views: We are in a fragile period. The market anticipated cuts; Powell emphasizes data dependency and lingering inflation. Follow the data, not the hope. 📉 #DataDependent
Resilience Focus: Companies are optimizing for geopolitical resilience, not just cost. This means increased CapEx in regional diversification. Invest in the beneficiaries of this shift. #CapitalExpenditure
November 17, 2025 at 4:01 PM
Resilience Focus: Companies are optimizing for geopolitical resilience, not just cost. This means increased CapEx in regional diversification. Invest in the beneficiaries of this shift. #CapitalExpenditure
Why $NVDA Matters: As a high-beta leader, its decline amplified the broader weakness across the entire tech sector. $NVDA is a bellwether for AI sentiment. #TechSector #Bellwether
November 16, 2025 at 3:35 PM
Why $NVDA Matters: As a high-beta leader, its decline amplified the broader weakness across the entire tech sector. $NVDA is a bellwether for AI sentiment. #TechSector #Bellwether
SHUTDOWN OVER! The end of the 43-day shutdown removes political uncertainty. Now, the market faces the real uncertainty: the delayed economic data (jobs, inflation). Volatility awaits. 📊 #ShutdownEnd #EconomicData
November 13, 2025 at 4:57 PM
SHUTDOWN OVER! The end of the 43-day shutdown removes political uncertainty. Now, the market faces the real uncertainty: the delayed economic data (jobs, inflation). Volatility awaits. 📊 #ShutdownEnd #EconomicData
The Debt Bomb: The US faces $21T in new deficits over the decade. This debt stress is a quiet long-term headwind for the dollar and interest rates. It cannot be ignored. #NationalDebt #Macro
November 12, 2025 at 10:28 PM
The Debt Bomb: The US faces $21T in new deficits over the decade. This debt stress is a quiet long-term headwind for the dollar and interest rates. It cannot be ignored. #NationalDebt #Macro
The Fed's Stance: Outlook for further Fed rate cuts this year has diminished significantly. Higher rates for longer supports Value stocks over growth stocks. Factor this into your rotation. #FedPolicy #HigherForLonger
November 12, 2025 at 3:59 PM
The Fed's Stance: Outlook for further Fed rate cuts this year has diminished significantly. Higher rates for longer supports Value stocks over growth stocks. Factor this into your rotation. #FedPolicy #HigherForLonger
The Long Game: Don't let a -3.0% weekly drop erase your conviction in long-term themes like AI and innovation. This correction creates a better entry point for patient capital. 💎 #LongTermInvesting #AI
November 9, 2025 at 4:04 PM
The Long Game: Don't let a -3.0% weekly drop erase your conviction in long-term themes like AI and innovation. This correction creates a better entry point for patient capital. 💎 #LongTermInvesting #AI
Fed plans to CEASE QT (Quantitative Tightening) on Dec 1st. This is a massive liquidity event. Will this halt the market slide? Wait for the official announcement. #Liquidity #QT
November 7, 2025 at 3:25 PM
Fed plans to CEASE QT (Quantitative Tightening) on Dec 1st. This is a massive liquidity event. Will this halt the market slide? Wait for the official announcement. #Liquidity #QT
36 DAYS! The US Gov't shutdown record is growing. While history shows minimal long-term market damage, the uncertainty is driving volatility. The clock is ticking. ⏳ #GovernmentShutdown #Economy
November 6, 2025 at 2:54 PM
36 DAYS! The US Gov't shutdown record is growing. While history shows minimal long-term market damage, the uncertainty is driving volatility. The clock is ticking. ⏳ #GovernmentShutdown #Economy
Reminder: The major indices are still up 12% to 28% YTD. This crash is a correction within a larger bull trend. Keep perspective. A healthy pullback can clear the way for the next leg up. Buy the dip? 🧐 #BullMarket #InvestingTips
November 5, 2025 at 1:47 PM
Reminder: The major indices are still up 12% to 28% YTD. This crash is a correction within a larger bull trend. Keep perspective. A healthy pullback can clear the way for the next leg up. Buy the dip? 🧐 #BullMarket #InvestingTips
My prediction came true!
Remember AppLovin (APP) that I recommended last year?
68.92 → 645.83
Those who believed me have already bought cars and houses!
Here's another stock recommendation this week!
Remember AppLovin (APP) that I recommended last year?
68.92 → 645.83
Those who believed me have already bought cars and houses!
Here's another stock recommendation this week!
November 3, 2025 at 3:10 PM
My prediction came true!
Remember AppLovin (APP) that I recommended last year?
68.92 → 645.83
Those who believed me have already bought cars and houses!
Here's another stock recommendation this week!
Remember AppLovin (APP) that I recommended last year?
68.92 → 645.83
Those who believed me have already bought cars and houses!
Here's another stock recommendation this week!