"Mag 7" is no longer fresh? The new combination "MAGA 7" has emerged, with Tesla becoming the only dual superstar.
"MAGA 7" refers to the seven stocks that have seen the largest increase in stock price since Donald Trump won the election, with a Market Cap exceeding 15 billion dollars as of November 5. These include AppLovin, Robinhood, MicroStrategy, Tesla, Ubiquiti, Coinbase, and Williams-Sonoma.
The "Trump Trade" is facing a validation moment: the dollar has already fallen, what about the US stock market?
Analysis suggests that the U.S. stock market may experience a pullback in the short term due to disappointment, and historically, the U.S. stock market usually shows a downward trend in the months following the presidential inauguration.
Schroeder: The resilience of the USA economy is still present, but policy risks need to be monitored. There may be investment opportunities in small and medium-sized US stocks.
Schroder Investment stated that as Trump takes office again, the USA economy and policy direction have once again become the focus.
"The stock god of Capitol Hill," Pelosi takes action again! Buy Amazon, Google, and these two companies have become new favorites.
The former Speaker of the House of Representatives, known as the 'Wall Street God of Capitol Hill,' made large trades on several Technology stocks. Analysis suggests that Pelosi's timing for these trades was quite accurate, significantly outperforming the Large Cap last year.
DWS: The likelihood of a continued strong rise in the U.S. stock market in 2025 is low, and Gold is expected to fluctuate within a narrow range.
DWS, a German Asset Management company, has released its market outlook for January 2025.
Interpretation of Trump's inauguration speech: return to normalcy, prioritizing domestic affairs.
Trump delivered his inaugural speech with the theme of "America First," emphasizing a return to common sense and calling for a return to simple, direct, and effective policy approaches. In particular, he proposed a series of executive orders that would be prioritized, involving borders, society, Energy, and industry, overall prioritizing domestic and economic issues over foreign issues.