Holiday Reading | "Hedge Fund God" Druckenmiller's latest remarks on "Trump 2.0": discussing tariffs, inflation, AI, and still shorting US Treasury bonds, among other topics.
Druckenmiller is known as the "greatest money-making machine in history," so when this master speaks, traders in markets around the world listen attentively.
The Vanguard has won! The title of "Global largest ETF" has changed hands, VOO is unstoppable and is about to surpass SPY.
In just a few days at the start of 2025, Vanguard's VOO attracted nearly 18 billion dollars in inflow, over five times that of the second largest. Its asset size has reached 626 billion dollars and is about to surpass the current largest global ETF—State Street's SPY, which has an asset size of 637 billion dollars.
Is the U.S. stock market welcoming the best presidential term start in 40 years? Wall Street: It's simply an unexpected delight……
① Whether it's the U.S. stock market or Global investors, there seems to be quite a bit of excitement in the first week of Trump's presidency... ② The S&P 500 Index rose 1.7% this week, likely marking the best performance in the first five Trade days of a presidential term since Reagan's inauguration in 1985; ③ This enthusiasm has even spread to the Global markets, with benchmark stock indices rising across countries from Asia to Europe to Latin America.
Going against the mainstream? A well-known Wall Street mogul suggests that US stocks may correct this year and underperform globally.
① The Chairman of Rockefeller International predicts that the USA stock market will correct in early 2025 and underperform the global market, believing that the Market Cap of the USA stock market is disconnected from the weight of the global economy and is in a bubble; ② Sharma warns that the general enthusiasm for the USA stock market has entered the realm of bubbles, believing that the USA's performance relative to other parts of the world cannot be sustained.
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