Growth in Chinese car exports will probably slow down to 10% in 2027 after this year’s surge as international markets take steps to protect their local industries, according to the country’s Passenger Car Association
Growth + Income? How does the $TDAQ ETF aim to balance both?
@TappAlphaFunds CEO Si Katara joins TipRanks to break down the fund’s 0DTE options strategy, income distributions, potential risks, and more.
🎥 Watch the full interview:
#ETFs# #Investing# #StockMarket# #Stocks# #ETF#
Growth trend 101.
Two of the most basic tools one needs to trade macro are growth estimates. They come in two general categories. Economic data and Market pricing data. Simplistically and broadly economic data is by definition and in practice lagging based on lagging reporting and rear view mirror. It is excellent in defining the trend of what has happened, it is modestly useful in spotting a shift in economic momentum but given its lagging nature is pretty bad at that and it is NOT useful for seeing the turn. Market pricing is very noisy however it clearly stays ON trend and like economic data is able to see the trend in the rear view mirror. However its noisiness creates falls turns in the economy. Furthermore market based anti growth moves tend to elicit asymmetric responses by policymakers (fed reacts to any dip, fiscal ONLY cares about dips). BUT when a trend breaks and breaks for good and policymakers are unwilling or unable to act the market based indicators always beat the economic indicators. Once again market based indicators of growth have flipped counter trend. See highly simplistic but pretty good basic bond vs stock chart. Is this noise? Will Bessent act next week and we end up right back on trend. More than likely. The point of this tweet is that standalone economic trend and momentum signals will ALWAYS miss the turn. You need forward looking ideas like " Not enough pie" I will pay you Tuesday for a Hamburger today" and "no v top in interest rates to see the future AND both economic and market based data to see trends, counter trends and new trends
Growth hormone is pro-aging:
- You build muscle and feel great for a short while - it's burning your candle at both ends
- The slower you take to develop the longer and healthier your life
- Mutant animals with low growth hormone live the longest by far
- A mouse typically lives about 2 years. One in the lab with a dwarf mutation plus caloric restriction and fasting lived 5 years. They called it Yoda
@davidasinclair on @hubermanlab
Growth vs. fiscal sustainability. A weakening yen. Rising borrowing costs. Japan's economic crossroads demand answers. Tune in October 15 at 5:20 p.m. JST/ 8:20 a.m. GMT as Reuters’ Rocky Swift sits down with Japan’s Minister of State for Economic and Fiscal Policy Minoru Kiuchi for a Reuters NEXT Newsmaker as they discuss what's next for one of Asia's largest economies. Register here:
Growth vs. fiscal sustainability. A weakening yen. Rising borrowing costs. Japan's economic crossroads demand answers. Tune in October 15 at 5:20 p.m. JST/ 8:20 a.m. GMT as Reuters’ Rocky Swift sits down with Japan’s Minister of State for Economic and Fiscal Policy Minoru Kiuchi for a Reuters NEXT Newsmaker as they discuss what's next for one of Asia's largest economies. Register here:
Growth is still strong my friends
Bloomberg: "OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, according to people familiar with the matter, driven largely by growth in its enterprise business."
"The ChatGPT-maker’s annualized revenue was roughly $50 billion at the end of September, the people said."
Growth is so high that tail risks are dwindling for US equities to just a Fed rate hike train or a doubling of the price of oil. Short of those outcomes, expect stocks to keep advancing, despite the rise in interest rates.