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US Stocks
US stocks
Morgan Stanley, Goldman strategists see more stock market losses
"The bear market will not be over until recession arrives or the risk of one is extinguished."
June 21, 2022
US stocks
JPMorgan strategists see equity stress easing in second half
“The continued adverse repricing of the Fed has understandably hurt markets, but that doesn’t need to be the template.”
June 20, 2022
US stocks
JPMorgan strategists say stocks imply 85% chance of US recession
US stocks rallied on Wednesday after the Fed raised rates but the positive mood quickly evaporated
June 16, 2022
Investing strategies
US Stocks will bottom once Fed signals shift
The selloff in equities will reach a bottom once the Fed signals the end of tightening-- until recession is apparent
May 24, 2022
US stocks
Nasdaq 100 loses US$1 trillion in value — again
"It's too early to turn positive on US tech stocks." - Edmund Shing of BNP Paribas Wealth
April 11, 2022
Global stocks
Yield curve curse to lift as buffers boost Asian stocks
"China remains very interesting. We expect to see more monetary and fiscal stimulus measures to stabilize the economy." / Bloomber
April 10, 2022
US stocks
Goldman cuts S&P 500 target again as gloom descends upon stocks
The worst may be yet to come, as Goldman's economists see an up to a 35% probability of a recession in 2023
March 13, 2022
US stocks
Megacaps with US$600 billion of cash have fuel for M&A
"M&A waves are hard to forecast, but the conditions do seem in place for acquisitions."
February 07, 2022
US stocks
How Chinese competition helps western conglomerates
Is the age of the conglomerate coming to an end?
January 06, 2022
Tong's Portfolio
Optimistic about US growth, we have added US financials
US consumers and businesses are, by and large, flush with cash, coming out of the Covid-19 pandemic.
October 21, 2021