Aqa
09-23
📈 High-beta stocks are staging a big rally now. These are volatile stocks that are much more sensitive to market movements than the market itself. $Coinbase Global, Inc.(COIN)$ and $Strategy(MSTR)$ are rising primarily because Bitcoin is rebounding. It would more interesting if this recovery spread from crypto into AI, semiconductors, smaller companies and other growth-sensitive areas. Follow the momentum and seize the opportunity to invest in AI chips, crypto-related stocks and other high growth companies. Thank you @TigerEvents @TigerStars @Tiger_comments @Tiger_SG
Last Speech Before Blackout: What Will Warsh Say?
Fed Chair Warsh speaks in Bangkok on October 16 Beijing time, the last official comment before the FOMC blackout ahead of the October 27–28 meeting. Markets price about 80% odds of no move in October and similar odds of a December hike: QQQ closed Thursday -1.34% at $747.58, SPY -0.42% at $773.93. On October 7 the 10-year hit 5.366% and the 30-year 5.728%, both highest since 2002. Bulls say the hold is priced and a non-hawkish speech lifts an overhang; bears say term premium and fiscal imbalances drive the long end, and the Fed can't fix either. What do you want to hear from Warsh?
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