From Statista’s Oct 2024 article about Wealth distribution in the United States in the second quarter of 2024. The following is extracted from Statista’s website: U.S. wealth distribution Q2 2024 Published by Statista Research Department, Oct 29, 2024 In the first quarter of 2024, almost two-thirds percent of the total wealth in the United States was owned by the top 10 percent of earners. In comparison, the lowest 50 percent of earners only owned 2.5 percent of the total wealth. Income inequality in the U.S. Despite the idea that the United States is a country where hard work and pulling yourself up by your bootstraps will inevitably lead to success, this is often not the case. In 2023, 7.4 percent of U.S. households had an annual income under 15,000 U.S. dollars. With such a small percen
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Wealth Distribution in USA (Q2/2024)
Wealth Distribution in USA (Q2/2024)
My Investing Muse (27Jan2025) - layoffs, DeepSeek, Interest Rate
My Investing Muse (27Jan2025) Layoffs & Closure news Image Amazon is shutting its operations in Quebec, with 1,800 losing their jobs The list of major companies laying off staff in the new year, including Meta, Microsoft, BlackRock, and BP - Business Insider Biogen research team hit by layoffs as company shifts resources to external opportunities - Fierce Biotech Stripe laid off 300 people on Monday, mostly product, engineering, and operations workers. - Business Insider This week on Nation's Restaurant News the top story was Starbucks CEO Brian Niccol foreshadows possible layoffs. (Not finalized) - NRN CNN plans to lay off hundreds of employees, cut costs; NBC plots firings - NY Post The above are some snippets of news about layoffs, and closures in the past week. China’s AI
My Investing Muse (27Jan2025) - layoffs, DeepSeek, Interest Rate
Outlook for S&P500 (27Jan2025) - what 25 indicators say.
Market Outlook of S&P500 - 27Jan2025 > what 25 indicators say Observations: The MACD indicator is showing an uptrend. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. The last candle is above both the MA50 line and the MA200 line. This implies a bullish outlook for both the mid-and long-term. The 3 Exponential Moving Averages (EMA) lines are showing an uptrend. Chaikin’s Monetary flow (CMF) shows an uptrend. Using 1D intervals, the technical analysis shows a “Strong Buy” rating for the S&P 500. All 21 indicators from technical and moving averages are showing a “buy” rating, with zero indicators showing a “Sell” rating. The latest complete candlestick patterns are signalling a bullish run. From the above, the S&P 500 is likely to see the continua
Outlook for S&P500 (27Jan2025) - what 25 indicators say.
Should we have ExxonMobil in our portfolio? Earnings highlight for the week 27Jan2025
Earnings Calendar (27Jan2025) Upcoming earnings from 27Jan2025 - source: FactSet I am interested in the earnings of Microsoft, Meta, Apple, Tesla and ExxonMobil. Let us look at ExxonMobil (XOM) in detail. Observations about ExxonMobil: ExxonMobil's revenue has been fluctuating. In 2014 it generated $394 billion in 2023 close to $334 billion. Gross profit in 2014 was $80.6 billion but in 2023 closed with $84.1 billion The operating profit for 2014 was $34 billion and 2023 ended with $44.4 billion. The best year for ExxonMobil was the year of 2022 with $398 billion in revenue and an operating profit of $64 billion. The earnings per share (EPS) stood at $7.60 in 2014 and 2023 ended at $8.89. The best year was in 2022 when the EPS was $13.26. The price-earnings (P/E) ratio of ExxonMobil stands
Should we have ExxonMobil in our portfolio? Earnings highlight for the week 27Jan2025
Here is wishing all a prosperous lunar new year - economic calendar from 27Jan2025
Public Holidays China’s Spring Festival (Chinese New Year) - January 28 and February 4, 2025 (eight rest days in total) Singapore is closed from 29-30 Jan 2025. Hong Kong is closed from 29-31 Jan 2025. America does not have any public holidays in the coming week. Here is wishing all a healthy and successful year of the snake. Economic Calendar (27Jan2025) Notable Highlights The most watched event would be the Federal Reserve's interest rate decision with the market expecting the interest rate to remain at 4.50%. Any changes to this are likely to cause volatility in the market. The next most important economic news will be the Core PCE data. This is the preferred data used by the Federal Reserve regarding inflation, and thus this is expected to bring some
Here is wishing all a prosperous lunar new year - economic calendar from 27Jan2025
Investing and DCA with SPY ETF
How Many Americans Own Stock? About 162 Million -- but the Wealthiest 1% Own More Than Half (Source: Motley Fool article dated 27 Dec 2024) About 162 million Americans, or 62% of U.S. adults, own stock. The top 1% holds 50% of stocks, worth $23 trillion. The bottom 50% of U.S. adults hold only 1% of stocks, worth $480 billion. Dollar Cost Averaging With SPY ETF The following is extracted from an Investopedia article that illustrates the benefit of DCA over trying to time the market. Total Invested via DCA: $81,000 Value of Shares: $128,130 Below are three charts: Price of SPY shares: The first depicts the price per share for the SPDR S&P 500 ETF (SPY) as it shifts prices from 2018 to 2024. Shares bought each month: Putting away $1,000 monthly, regardless of the price, the second chart
Investing and DCA with SPY ETF
Top Dividend stocks to buy (from USA) The article is taken from Morningstar dated 3 Jan 2025. 10 Best Dividend Stocks to Buy To find the best dividend stocks, we turn to the Morningstar Dividend Yield Focus Index. The dividend stocks on this list are among the index’s top constituents, and they also were trading in the 4- and 5-star range as of Jan. 3, 2025. ExxonMobil XOM Johnson & Johnson JNJ Chevron CVX Merck MRK PepsiCo PEP Medtronic MDT Mondelez International MDLZ Schlumberger SLB LyondellBasell LYB General Mills GIS $Merck(MRK)$ $Pepsi(PEP)$ $Exxon Mobil(XOM)$
The World’s Top Companies by Revenue in 2024By x user visual capitalist. How many of these companies do we own? Chart #2 $Amazon.com(AMZN)$ $Alphabet(GOOG)$
The World’s Top Companies by Revenue in 2024 By x user visual capitalist. How many of these companies do we own? $Wal-Mart(WMT)$ $Costco(COST)$ $Apple(AAPL)$
Best-performing stocks in 2024 (Y Chart)
As part of the review of the 2024 stock performance, I stumbled across this excellent article by Y-Charts. Best-performing stocks in 2024 These are the best-performing stocks from the Russell 1000. I am glad to stumble upon new stocks like AppLovin Corp, Natera and Vistra. Let us research before adding them to our portfolio. The longer the successful track record, the more confidence we can have about the business. Thus, I have also included the best-performing stocks in the last 3 & 5 years. Best-performing stocks in the last 3 & 5 years I am glad to learn that Nvidia and Tesla have a “strong” record over the last 5 years. It is one thing to find a shooting star. It is another to find one with strong, lasting success. What should be our next move? The list of the best-performing s
Best-performing stocks in 2024 (Y Chart)
This is a list of the most profitable companies in 2024. This list can be a good start coming to shortlisting. How many of these companies are in your current portfolio or shortlist? $Microsoft(MSFT)$ $Apple(AAPL)$
My Investing Muse (20Jan2025) - layoffs, supply chain gains from disruptions
My Investing Muse (20Jan2025) Layoffs & Closure news Citigroup plans to cut 20,000 jobs by the end of 2026. - The Straits Times Angie’s Transportation and STL Equipment Leasing cite freight market challenges in bankruptcy filings - FreightWaves META IS PLANNING TO CUT 5% OF LOWEST PERFORMERS, MEMO SHOWS - X user Investing Walgreens will now close 12 more stores in San Francisco. How much more self-inflicted abuse will Californians absorb before they demand change? - X user Charlie Kirk The above are some snippets of news about layoffs, and closures in the past week. Supply Chain gains from disruptions Supply Chain benefits from the shipping disruptions "Cosco says shipping disruptions boosted 2024 net profit by 95%" - Yahoo Finance (FreightWaves) With peace coming to the Middle East, t
My Investing Muse (20Jan2025) - layoffs, supply chain gains from disruptions
News from the past week (20Jan25) - jobs, tariffs, LA
News and my thoughts from last week (20Jan2025) Going green is not the problem. It is about a sustainable & successful transition. The mess left by the current administration would be revealed in a few days. The misery can compound as there is no more room to hide. Let us learn and move on. CHAMATH: DID THE US DETERMINE THAT TIKTOK IS A SPYWARE? “The Supreme Court unanimously upholds a TikTok ban that was passed by a large bipartisan majority. I’ll say the quiet part out loud: The only way both of these outlier events could have happened is if the US determined that TikTok was spyware for a foreign actor.” Image US full-time jobs have dropped over the last 18 months: Full-time jobs in the US have declined by 1.26 MILLION since June 2023. Over the last 3 years, they have barely inc
News from the past week (20Jan25) - jobs, tariffs, LA
Can the S&P500 continue its surge into this week (20Jan25)?
Market Outlook of S&P500 - 20Jan2025 > what 25 indicators say Observations: The MACD indicator is showing an uptrend with a recent bottom crossover. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. The last candle is above both the MA50 line and the MA200 line. This implies a bullish outlook for both the mid-and long-term. The 3 Exponential Moving Averages (EMA) lines are about to converge, implying a coming reversal to an uptrend. Chaikin’s Monetary flow (CMF) shows a downtrend. S&P500 has gained 23.9% from a year ago. Based on Technical (daily intervals), investing is recommending a “Strong Buy” rating. From the above, there are 17 indicators with a “Buy” rating whereas there are 3 indicators with a “Sell” rating. This results in a “Strong Buy” ra
Can the S&P500 continue its surge into this week (20Jan25)?
Should we add Netflix into our portfolio - earnings for the week starting 20Jan25
Earnings Calendar (20Jan2025) I am interested in these earnings in the coming week - Netflix, Verizon, Charles Schwab, United, P&G and Johnson & Johnson. Let us look at Netflix. The stock price grew 77.7% from a year ago. From Technical Analysis, the rating of the stock is “Neutral”. From Analysts’ Sentiment, the rating of the stock is “Buy”. The price target is $873.81 which has an upside of 1.83% Observations of recent performance: Revenue grew from $5.5B (2014) to $33.7B (2023) Operating profit from $1.7B (2014) to $6.9B (2023) EPS grew from $0.62 (2014) to $12.03 (2023) The P/E ratio is 46.6 which seems less affordable. The 10-year CAGR for Revenue, Assets, FCF & EPS is 22.7%, 24.6%, 66.0% and 46.7% respectively. Recent news about Netflix Netflix’s offering o
Should we add Netflix into our portfolio - earnings for the week starting 20Jan25
Economic Calendar starting 20Jan2025 - S&P Global Manufacturing and Services PMI
Public Holidays There will be no public holidays in China, Hong Kong, and Singapore next week. Martin Luther King Holiday - Monday, January 17, 2022 - No ... On 20 Jan 2025 (Monday), the USA celebrates Martin Luther King, Jr. Day. Economic Calendar (20Jan2025) Notable Highlights S&P Global Manufacturing PMI reveals the contraction or growth of global manufacturing - which reveals anticipated demand. S&P Global Services PMI will also be released. A figure above 50 reveals growth and a figure lesser than that reveals contraction. Existing home sales let us in about the home real estate market. With the LA fire, we are expecting some increase in demand for homes in the coming weeks. Initial jobless claims will be announced. The Federal Reserve uses this as one
Economic Calendar starting 20Jan2025 - S&P Global Manufacturing and Services PMI
The new era under Trump starts - Preview of the week starting 20Jan2025
Public Holidays There will be no public holidays in China, Hong Kong, and Singapore next week. Martin Luther King Holiday - Monday, January 17, 2022 - No ... On 20 Jan 2025 (Monday), the USA celebrates Martin Luther King, Jr. Day. Economic Calendar (20Jan2025) Notable Highlights S&P Global Manufacturing PMI reveals the contraction or growth of global manufacturing - which reveals anticipated demand. S&P Global Services PMI will also be released. A figure above 50 reveals growth and a figure lesser than that reveals contraction. Existing home sales let us in about the home real estate market. With the LA fire, we are expecting some increase in demand for homes in the coming weeks. Initial jobless claims will be announced. The Federal Reserve uses this as one of the key macro data re
The new era under Trump starts - Preview of the week starting 20Jan2025
Summary of Bank earnings The info below is from FactSet. Large US Banks Report (Earnings) Citigroup reports Q4 EPS $1.34 vs FactSet $1.22 • Revenue $19.58B vs FactSet $19.51B • Net interest income (reported) $13.73B vs FactSet $13.41B • Authorizes $20B buyback • Guides 2025 revenues $83.5-84.5B vs FS $83.8B; NII ex-markets up modestly y/y; NIR ex markets up y/y JPMorgan Chase reports Q4 EPS $4.81 vs FactSet $4.09 • Revenue $42.77B vs StreetAccount $41.90B • Net interest income $23.35B vs SA $22.71B • FY25 Guidance: NII ~$90B ex. Markets, Card Services NCO rate of 3.6%, Adj expense ~$95B Goldman Sachs reports Q4 EPS $11.95 vs FactSet $8.21 • Revenue $13.87B vs FactSet $12.36B • Global Banking & Market
US CPI YoY for December 2.9% versus 2.9% estimate. MoM 0.4% versus 0.3% estimate
Latest CPI data - from Greg Michalowski / Forexlive Prior month 0.3% CPI MoM 0.4% versus 0.3% estimate CPI YoY 2.9% vs 2.9% estimate CPI Core 0.2% vs 0.2% estimate. up 0.225% unrounded. CPI Core YoY 3.2% vs 3.3% estimate. Real weekly earnings -0.1% versus 0.1% last month (revised from 0.3%) Summarized from the BLS: CPI Increase (Monthly): CPI-U rose 0.4% in December, up from 0.3% in November (seasonally adjusted). CPI Increase (Annual): All items index rose 2.9% over the last 12 months (unadjusted). Energy Index: Increased 2.6% in December, contributing over 40% of the monthly CPI rise; gasoline rose 4.4%. Food Index: Increased 0.3% in December, with food at home and food away from home both rising 0.3%. Core CPI (Excluding Food & Energy): Rose 0.2% in December, following four months o
with the LA fire, should we pay attention to the regional banks? $SPDR S&P Regional Banking ETF(KRE)$ $TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF(SKRE)$
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