It’s been noted by many market participants over the past few months that the gold-Chinese renminbi – aka the yuan, CNY (onshore yuan), and CNH (offshore yuan) – has tightened into virtual lockstep. This post explains this relationship and why it’s happening.
Full story: aff.whotrades.com
Market participants who trade or invest in chip companies need to ensure that they're not mistaking cyclical market trends as permanent secular shifts. Remember that you're fundamentally investing in a commodity business, not a consumer staple.
More can be found here: aff.whotrades.com
Regarding the Model 3:
The company fabricates its production numbers. It goes by “factory gate” or partially completed cars rather than those actually produced and sold to consumers.
Management grew weary of the valid criticism of its persistent – though entirely expected – overpromising and
Full post here: aff.whotrades.com
For those who trade more actively or have a lot of portfolio turnover, it’s easy to get immersed in the minutiae of the chart and lose sight of the important macroeconomic drivers of the market – i.e., growth, inflation, liquidity. All three – stable growth, low-to-moderate inflation, and ample liquidity all remain in place.
At the moment, the US is...
Full...
Goes through a few of the portfolios that did best on the WhoTrade Marketplace in 2017.
Will the trend be likely to continue in 2018?
PLUS, takeaways from each portfolio -- strengths, weaknesses, and how all three can be combined together.
aff.whotrades.com
In our last article, we looked at some of the best performing portfolios on the WhoTrades Marketplace.
This time, we are looking at portfolios that were flat to down this past year and making an assessment of their future prospects going into 2018.
Winning in the markets is difficult to do and just about everyone is going to lose money at some point. Even...
Walk through of potential scenarios for where the S&P 500 finishes 2018:
aff.whotrades.com
Summary:
Base Case - $145 earnings, 20x P/E, 2,900 target, 8% upside
Bear Case - $135 earnings, 17x P/E, 2,300 target, 15% downside
Bull Case - $150 earnings, 21x P/E, 3,150 target, 17% upside
Super Bull Case – $150 earnings, 23x P/E, 3,450 target, 28% upside
