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Are rising govt bond yields good or bad for stock markets?

March 1, 2021

Rising bond yields can be positive for stocks if two criteria are met. On the recent selloff, we take a “buy the dip” mentality, esp. for tech mega-caps.

IQ Weekly Takeaways for 2 August 2020

August 2, 2020

Big Tech’s blockbuster earnings results, Trump’s intention to ban TikTok from the US and 85% of S&P 500 companies beating 2Q earnings estimates caught our attention this week.

Next Week’s Dramatic Corporate Earnings Calendar and Why You Should Care

July 24, 2020

46% of S&P 500’s market cap will report 2Q results next week. Narrow market breadth and fairly expensive valuations imply that some profit-taking could be due, should management guidance proves underwhelming.

IQ Weekly Takeaways for 28 June 2020

June 28, 2020

Facebook advertisement boycotts, US Banks Stress Test results, IMF’s warning on the economy, Hyflux’s latest suitor and US visa restrictions for Chinese officials caught our attention this week.

IQ Weekly Takeaways for 31 May 2020

May 31, 2020

New fiscal packages in Singapore and Europe, more US-China hostilities and Trump’s conflict with social media giants caught our attention this week

IQ Weekly Takeaways for 24 May 2020

May 24, 2020

News of potentially more China stock delistings from US exchanges and China’s move to pass a new security law for Hong Kong caught our attention this week

Too Big Tech to Fail

May 7, 2020

Apple is now bigger than JPM + Bank of America + Wells Fargo + Citigroup COMBINED…

Can the stock market be driven higher by tech?

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