Investing Updates : Can the TACO Trade Push U.S. Stocks Back to Record Highs?

Source : 

https://www.moomoo.com/community/feed/can-the-taco-trade-push-u-s-stocks-back-to-114596105486341

Apple Intelligence : 

• Market Reaction to Tariff Ruling: Brief market rally on May 28, 2025, due to a U.S. court ruling declaring President Trump’s “Liberation Day” tariffs unlawful, followed by a temporary stay on May 29, 2025.

• TACO Trade and Market Recovery: The “TACO Trade” (Trump Always Chickens Out), where investors anticipate and capitalize on President Trump’s tendency to backtrack on tariff threats, contributed to the S&P 500 Index’s rebound in 2025.

• Impact of Tariffs on Stocks: While tariffs could potentially hinder the market’s upward trajectory, investors are anticipating the TACO Trade to mitigate any negative effects.

• Market Impact of Tariffs: Trump’s tariff announcements and subsequent pauses caused significant market fluctuations, with steep tariffs leading to market drops and pauses triggering surges.

• Tariff Rollercoaster on Specific Countries: Tariffs on Chinese goods were initially spiked to 145% before being cut to 30%, while threats of tariffs on EU goods were delayed, impacting the markets.

• Factors for Market Growth: Potential rate cuts, sustained corporate earnings growth, and projected foreign investment could contribute to the market reaching new highs.

• Tech Giants’ Performance: The “Magnificent 7” tech giants are regaining momentum, trading at 42x trailing P/E ratios, with potential for further gains.

• Lagging Stocks: Stocks like NVIDIA and Tesla are still below their all-time highs, indicating potential for growth compared to the broader market.

• Investor Sentiment: Investors are optimistic about TACO-driven rebounds and strong fundamentals, anticipating further market gains.

Investing Updates : Retail Investors Aren't Scared Of The Stock Market. That Will Only Make The Selloff Worse

Source : 

https://ttmblog.com/news/2538637504?edition=fundamental&utm_source=news&utm_campaign=2538637504&utm_medium=copy&platform=iOS&shareID=8c64a14506c5185976a3762bed5545b1&invite=KDXR9K&lang=en_US

Apple Intelligence : 

• Retail Investor Behavior: Retail investors are aggressively “buying the dip” in the stock market.

• Market Implication: This behavior suggests the stock market is near a significant top.

• Historical Data: High “Buy on Dips Confidence Index” readings, indicating investor optimism, have historically preceded worse stock market performance.

• Current Market Sentiment: Retail investors are currently buying stocks aggressively, indicating a bullish sentiment.

• Market Bottom Indicator: A market bottom is likely when investors are selling stocks during market upticks due to fear.

• Future Market Prediction: The current bullish sentiment suggests a potential severe downturn is needed to shift investor sentiment and pave the way for a significant market rebound.

Investing Updates : Coinbase to become the first crypto firm to join the S&P 500

Source : 

https://cointelegraph.com/news/coinbase-listed-s-and-p-500-may-19?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Apple Intelligence : 

• Coinbase’s Inclusion: Coinbase will join the S&P 500 on May 19, becoming the first crypto firm in the index.

• S&P 500 Significance: The S&P 500 tracks the performance of 500 large US companies and is a broad measure of the US stock market.

• Impact on Coinbase: Inclusion in the S&P 500 is expected to increase demand for Coinbase stock as index funds and ETFs must buy its shares.

• Stock Performance: Coinbase shares rose 8.8% to $225.4 in after-hours trading and finished the trading day up 4%.

• Market Recognition: Coinbase’s inclusion in the S&P 500 index is seen as a major milestone for the company and the crypto industry.

• S&P 500 Inclusion Criteria: Companies must be profitable, trading on a major US stock exchange, generating at least half of their revenues in the US, and have a market cap above $18 billion.

Investing Updates : Worried about Your UCITS ETFs Denominated in USD? Perhaps the Funds Should be Denominated in Yen!

Source : 

https://investmentmoats.com/money/ucits-etfs-denominated-usd-denominated-in-yen/

Apple Intelligence : 

• Currency Denomination Concerns: Investors express concerns about the impact of USD-denominated UCITS ETFs on their wealth, especially with rising gold prices and potential USD overvaluation.

• Fund Recommendation: Dimensional Global Core Equity fund, available in SGD, GBP, USD, EUR, and JPY, offers a solution to currency concerns.

• Performance Comparison: Investing in the JPY-denominated version of the fund since August 2017 would have yielded the highest returns compared to other currencies.

• Fund Comparison: Global Core fund is more similar to MSCI World index than some European, Pacific Basin, Global Targeted Value funds.

• MSCI World Performance: $1 million GBP invested in MSCI World denominated in GBP becomes $7.2 million in 21 years.

• Currency Impact: Same underlying securities but different performance due to different currencies.

Investing Updates : Time vs. Timing: 60 Years of S&P 500 Bull and Bear Market Insights

Source : 

https://www.moomoo.com/community/feed/time-vs-timing-60-years-of-s-p-500-bull-114302338859013

Apple Intelligence :

• Market Pullback Frequency: The S&P 500 experiences pullbacks of 5% or more about 3.4 times a year, corrections of over 10% about 1.1 times a year, and adjustments of over 15% about 0.5 times a year.

• Market Recovery: The market always recovers from dips, regardless of the cause.

• Importance of Time in the Market: Staying invested for the long term is crucial, as missing just the best 1% of weeks can significantly impact returns.

• Bear Market Definition: A market decline of 20% lasting over two months.

• Market Recovery: Recovery speed varies depending on the economic backdrop, with some markets rebounding quickly after interest rate cuts and others taking years to recover from recessions and crises.

• Market Timing vs. Time in the Market: Staying invested for the long term is generally more beneficial than trying to time the market, as missing the best days can significantly reduce returns.

• Investment Strategy: Shift focus from short-term metrics to long-term growth.

• Market Timing: Emphasize time spent in the market over attempting to time market entry and exit points.

• Market Downturns: Maintain a long-term perspective and avoid panic selling to benefit from market recoveries.

Investing Updates : Lots of Fear in the Market, Stay Calm and Stick to your Strategy

Source : 

https://edition.cnn.com/markets/fear-and-greed

Opinion : 

Lots of fear in the world markets right now.

Rightfully so, with the uncertainty caused by tariffs.

Stick to your strategy and start allocating or re-balancing as usual.

For me, I'm topping up VWRA to increase portfolio allocation as planned, link here.

I'm also executing CPF trades on Poems with 80/20 allocations to Amundi Index MSCI World A12S (C) and Amundi Prime USA AS (C).

Stay calm and stick to your strategy of Lump Sum or DCA.

Investing Updates : STI's Historic Highs: 4000 Just a Pitstop?

Source : 

https://www.moomoo.com/community/feed/sti-s-historic-highs-4000-just-a-pitstop-114239116541958?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114239116541958%22%2C%22invite%22%3A103096561%7D&futusource=news_headline_topnews

Apple Intelligence : 

• STI Performance: The FTSE Singapore Straits Time Index reached a historic high of 4,005.18, marking a 12-day winning streak.

• Contributing Factors: Above-trend GDP growth in 2024 and a cautiously optimistic market outlook for 2025 contributed to the index’s surge.

• Sectoral Performance: The industrial sector saw the most net institutional inflows, with ST Engineering and Sembcorp Industries leading the gains.

• STI Performance: The STI breaching 4,000 indicates robust investor confidence and a favorable economic climate, driven by banking and telecommunications sectors.

• Future Outlook: The STI may continue its upward trajectory, driven by banking, real estate, and consumer stocks, making Singapore a potentially defensive investment market.

• Historical Performance: The STI has yielded impressive returns since its inception in 1966, with a total return of 40% over the past three years (CAGR of 11.9%).

Investing Updates : Singapore Online Stock Brokerage Account Fees Comparison (2025 Edition)

Source : 

https://dollarsandsense.sg/singapore-stock-brokerage-house-comparison/

DeepSeek : 

The article provides a detailed comparison of online stock brokerage account fees in Singapore for 2025, focusing on the costs associated with investing in SGX-listed stocks and other global markets. Here are the key points:

Types of Fees for SGX-Listed Stocks

1. CDP Clearing Fee: 0.0325% of contract value (charged by CDP).

2. SGX Trading Fee: 0.0075% of contract value (charged by SGX).

3. SGX Settlement Fee: $0.35 per contract (charged by SGX).

4. Brokerage Commission Fee: Varies by brokerage (largest cost component).

5. GST: 9% on relevant charges.

Brokerage Commission Fees Comparison

- Range: Most brokerages charge between 0.05% to 0.28% of contract value.

- Online vs. Offline: Online trades are cheaper; offline trades (via phone) are more expensive.

- Pre-funded Accounts: Offer lower commission fees but typically hold stocks in custodian accounts (not CDP).

Key Brokerages and Fees

- CGS-CIMB Securities: 0.18%–0.275% (min. 18–25).

- Citibank Brokerage: 0.18%–0.25% (min. $28).

- CMC Invest: 0.05% (min. $3) with free trades for certain tiers.

- DBS Vickers: 0.12%–0.18% (min. 10–25).

- FSMOne: Flat $8.80 for stocks, $3.80 for ETFs.

- Interactive Brokers (IBKR): 0.08% (min. $2.50).

- moomoo: 0.03% + platform fee (min. $1.98).

- Phillip Securities (POEMS): 0.08%–0.28% (min. 0–25).

- Tiger Brokers: 0.03% + platform fee (min. $1.99).

- uSMART: 0.02% + platform fee (min. $2.88).

- Webull: 0.025% + platform fee (min. $1.60).

Custodian vs. CDP Accounts

- CDP Accounts: Stocks are held in your CDP account; higher commission fees.

- Custodian Accounts: Stocks are held by the brokerage; lower fees but may incur custodian fees.

- Custodian Fees: Vary by brokerage (e.g., CGS-CIMB charges $20/quarter, DBS Vickers charges $2/counter/month).

Additional Considerations

- Pre-funded Accounts: Require upfront payment for lower fees but lock stocks with the brokerage.

- Overseas Markets: Fees may differ for US, Hong Kong, and other global markets.

- Brokerage Features: Consider user-friendly platforms, charting tools, research reports, and investor education.

Choosing a Brokerage

- Factors: Beyond fees, consider access to markets, platform usability, research tools, and customer support.

- Multiple Accounts: Investors can open accounts with multiple brokerages to compare services.

Conclusion

The article emphasizes that while commission fees are important, investors should also evaluate other factors like platform features, custodian fees, and access to global markets when choosing a brokerage. Pre-funded accounts offer lower fees but come with trade-offs like custodian fees and reduced flexibility. Testing multiple brokerages is recommended to find the best fit.

Investing Updates : Oracle, Adobe, Li Auto, and Dollar General Earnings; US CPI: What to Know This Week

Source:

https://ttm.financial/news/2518280398?lang=en_US&edition=fundamental

Apple Intelligence:

• Economic Indicators: Consumer Price Index (CPI) and Core CPI are expected to rise on Wednesday.

• Earnings Reports: Oracle (Monday), Adobe (Wednesday), Dollar General, and Ulta Beauty (Thursday) are reporting earnings.

• Other Economic Data: Job Openings and Labor Turnover Survey (Tuesday), Producer Price Index (Thursday), and University of Michigan Consumer Sentiment Index (Friday) are released.

• Consumer Price Index (CPI) Release: The BLS releases the CPI for February, with expectations of a 2.9% year-over-year increase and a 3.2% rise in the core CPI.

• Producer Price Index (PPI) Release: The BLS releases the PPI for February, with forecasts of a 3.2% year-over-year increase and a 3.5% rise in the core PPI.

• Consumer Sentiment Index Release: The University of Michigan releases its Consumer Sentiment Index for March, with a consensus estimate of 63.9.

Investing Updates : What to Expect in the Week Ahead (Earnings from AVGO, COST; Trump Tariffs; February Jobs)

Source: 

https://www.moomoo.com/community/feed/114092163530758?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A114092163530758%22%2C%22invite%22%3A103096561%7D&futusource=news_headline_topnews

Apple Intelligence:

• Earnings Reports: Earnings reports from tech companies like Broadcom and Marvell Technology, and retail giants like Costco, Target, Best Buy, and Macy’s.

• Broadcom Earnings Forecast: Analysts expect Broadcom’s revenue to reach $14.59 billion, a 22% increase year-over-year.

• Costco Earnings Forecast: Analysts forecast Costco’s revenue to reach $63.015 billion, an 8% increase year-over-year.

• Market Performance in February: The S&P 500 experienced a 1.42% decline due to tariff threats and a pullback in megacap tech stocks.

• Upcoming Events Impacting Market: Impending 25% tariffs on Mexican and Canadian imports, 10% tariffs on Chinese goods, and the February jobs report.

• Investor Sentiment: Tariff threats and a pullback in megacap tech stocks have shaken investor confidence.

Investing Updates : Nvidia, Snowflake, Salesforce Earnings; Inflation Data and More: What to Know This Week

Source:

https://ttm.financial/news/2513675260?lang=en_US&edition=fundamental

Grok 3:

This week, two major economic events will take center stage: NVIDIA's Q4 earnings report and the release of the latest personal consumption expenditures (PCE) price index data. NVIDIA, one of the "Magnificent Seven" companies driving market gains, will announce its financial results on Wednesday after the market closes, wrapping up this earnings season for the group. On Friday, the Bureau of Economic Analysis will publish the January PCE price index, the Federal Reserve's preferred inflation measure, with economists predicting a 2.5% year-over-year rise and a core PCE increase of 2.6%, the latter being the lowest since March 2021. Inflation concerns have resurfaced following a 3% annual increase in the consumer price index in January.

Beyond these highlights, the week is packed with earnings reports from various companies across multiple days. Monday features firms like Domino's Pizza and Zoom Communications; Tuesday includes Home Depot and Intuit; Wednesday brings Lowe's and Salesforce alongside NVIDIA; Thursday showcases Dell Technologies and Royal Bank of Canada; and other notable releases are sprinkled throughout. Additionally, key economic data will roll out: Tuesday’s Case-Shiller Home Price Index and Consumer Confidence Index, Wednesday’s new residential sales figures, Thursday’s GDP second estimate and durable goods report, and Friday’s PCE data, providing a comprehensive snapshot of economic trends as of February 23, 2025.

Investing Updates : ETF Giants Reshuffle: VOO Claims Top Spot, Is IVV Poised to Overtake SPY as the No. 2 ETF?

Source:

https://www.moomoo.com/community/feed/etf-giants-reshuffle-voo-claims-top-spot-is-ivv-poised-114035668681110

Apple Intelligence:

• Largest ETF: Vanguard S&P 500 ETF (VOO) surpassed SPDR S&P 500 ETF (SPY) as the world’s largest ETF.
• Reason for Success: VOO’s low expense ratio (0.03%) compared to SPY (0.09%) attracted more investors.
• Growth Trend: VOO’s AUM surpassed SPY’s in a shorter time and experienced higher annual inflows.

• Vanguard’s ETF Success: Vanguard’s unique ETF structure and ecosystem have attracted significant investment, with VOO receiving $154 billion since 2022.
• Market Dominance: VOO, while not dominating trading volume like SPY, thrives on long-term capital and is favored by retail investors.
• Competition and Growth: BlackRock’s IVV, with its low expense ratio and growing AUM, is poised to surpass SPY as the second-largest ETF.

• Expense Ratio Impact: A 0.06% difference in expense ratio can result in nearly $15,000 more after 30 years, highlighting the importance of expense ratios for long-term investors.
• Investment Inflows: IVV attracted significantly more investment inflows than SPY in 2024, suggesting a potential shift in investor preference.
• Performance Comparison: VOO and IVV, with lower expense ratios, have outperformed SPY, leading to their increasing popularity.

• Popular ETFs: VTI, QQQ, VOO, and IVV are popular ETFs.
• VTI Characteristics: Offers exposure to the entire U.S. stock market with a low expense ratio.
• QQQ Characteristics: Tracks the Nasdaq-100 Index, heavily weighted towards tech companies, with a higher expense ratio.