What is going on today? - Megathread

unless Reform win ! then that will move the markets one way or the other :rofl:

A victory of Reform UK would be final blow for the LSE. BTW, I hope you guys have a private health insurance… :wink:

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US Market closed today for the 4th of July celebrations.

Has anyone else noticed that there are great consumer brand stocks available at a significant discount right now? I don’t just think they will be on sale in the years ahead.

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Interesting - any examples please?

yes.

backing up the truck on PEP/SJM/CPB/KHC/K/GIS…may add HSY

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Some good examples for me would be the ones with a strong brand, like MCD/NKE/LULU/SBUX.

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Good afternoon :sun_with_face: -

After a short break, we are back and as usual we selected the best articles published in the past few days :point_down::

Portfolio Construction

:arrow_right: Higher Stock/Bond correlations - legacy of Covid, or permanent change?
:arrow_right: A century of diversification – was it worth it?
:arrow_right: Another Roaring '20s for the US
:arrow_right: The Benefits of a Simple Investment Approach with Rick Ferri

ETFs

:arrow_right: Amundi Launches The Cheapest Accumulating Global ETF
:arrow_right: New Amundi Global ETF: How Does It Compare?
:arrow_right: Scalable Capital to offer Amundi ETFs
:arrow_right: How Italian fund selectors are using ETFs in portfolios

Active Investing

:arrow_right: Concerned About Lofty Valuations? Consider Small Caps
:arrow_right: Stock Market vs. Private Equity: PE with over 100 M in revenue makes up 87% of all companies, and that number is only increasing.
:arrow_right: A core allocation to CTAs might be as wise as going tactical
:arrow_right: Investing masterclass by Aswath Damodaran

Wealth & Lifestyle

:arrow_right: NY Times: How to retire as early as humanly possible
:arrow_right: Millionaires are leaving the UK faster than any country
:arrow_right: BlackRock on how to attract high net worth clients
:arrow_right: Best summer books of 2024: Economics
:arrow_right: The Vatican Financial Empire - A Hidden History

Have a great week-end!

Francesca from BoW Team :biking_man: :biking_woman:t3:

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SBUX below the $74 mark is hard to ignore :cup_with_straw:

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SBUX/MCD/LULU/NKE all of them

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With the likelihood of an interest rate cut approaching, I assume that market money will move towards stocks that have been struggling due to the high rates and are currently down. Consumer, financial, and real estate stocks, to name a few, should benefit from the cut. Meanwhile, the stocks currently in rally mode, I suppose, might experience a decline as traders take their profits and shift their investments. What do you think?

https://www.reuters.com/markets/us/rate-cut-prospects-could-bolster-us-stocks-investors-await-earnings-elections-2024-07-10/#:~:text=Stocks%20will%20likely%20perform%20well,to%20suffer%2C”%20they%20wrote.

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What I’m currently betting on. Loading up while everyone’s selling to buy Nvidia

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RIP intrest rate cuts :sleepy:

:rotating_light: June 2024 CPI Report :rotating_light:

CPI
• YoY: 3.0% vs Est. 3.1%; 3.3% prior

Core CPI
• YoY: 3.3% vs Est. 3.4%; 3.4% prior

Are we going to moon today :face_with_open_eyes_and_hand_over_mouth:

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My portfolio is already very green and it’s only pre market. :blush:
I feel some nice profits coming our way

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Careful now, you’ll be thanking Labour next :laughing:

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well

:weary:
That happened.
Rotation into small caps

I blame Labour

We will now 100% be green tomorrow

Blimey - that’s nearly more companies than VWRL!!

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That’s not my portfolio that’s the sp500
I only have 80 something in my portfolio :rofl:
Basically all the red ones :face_with_spiral_eyes:

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