Shiv Naimpally

https://finance.yahoo.com/news/chinas-temu-takes-over-17-204905173.html "Temu has captured 17% of the U.S. market share, posing a challenge to traditional American retailers such as Amazon.com Inc., Dollar Tree Inc. and Five Below Inc." Temu is owned by PinDuoDuo which trades in the US using the symbol PDD.

https://www.marketwatch.com/story/gold-prices-are-soaring-and-the-mining-stocks-are-just-starting-to-catch-up-9d2d1535?mod=panda_marketwatch_author_alert Nice article with details on some gold stocks

https://finance.yahoo.com/news/amazon-addition-helps-dow-stay-relevant-170415376.html On Feb. 26, Amazon will be added to the Dow Jones Inustrial Average. This means that all ETFs that track the DJIA will be buying AMZN. In addition, seasonally, AMZN tends do well March through July.

Here is the article I mentioned this morning about Philips exiting the CPAP market, which is bullish for RMD https://finance.yahoo.com/news/maker-millions-recalled-sleep-apnea-190454561.html

Dr. Ed Yardeni is a well respected Economist. In this video, he shares his thoughts on the economy.

Martin Pring quite literally wrote the book on technical analysis and his books are used by market technicians. In this video, he provides his 2024 outlook.

Martin Pring literally wrote the book(s) on technical analysis that are studied by those who want to become a certified market technician (CMT). His firm, Pring Turner, recently sent an outlook update: https://www.pringturner.com/the-bull-market-has-just-been-refreshed-where-does-it-go-from-here/ I am on their free newsletter email list - they don't spam and only send a newsletter out once a quarter.

https://finance.yahoo.com/video/amazon-hyundai-partnership-sofi-alibaba-204646000.html AMZN has an agreement with Hyundai (which owns Kia) to sell cars on their website. The site will allow feature comparison etc. Presumably a local dealer will deliver the car after purchase, with AMZN getting a cut.

https://www.investopedia.com/a-simple-technique-to-profit-from-ipos-5078487 "the vast majority of market participants should avoid all IPO exposure, like the plague, because the lack of price points can generate all sorts of dangerous situations." That said, this article does offer a watch and wait strategy for trading IPOs. "The first price traded in the IPO session becomes immediate support or resistance, often for months or years." The author suggests waiting for the stock to rise up past that first traded price, which usually occurs months (for FB it took a year) after the IPO. A better strategy is to look for equity carve outs - companies that spin-off part of the company or break up the company into multiple company. There are several studies that show that both the parent and the spin-off do well. I think I have posted about this in the past.

Martin Pring has written many of the technical analysis books that people study to become certified market technicians (CMT). His consulting company, Pring Turner, provides a free quarterly newsletter. They mention that the bulk of the gains this year have been due to a handful of mega-cap names, but expect the rest of the market to start catching up during the second half of the year. https://www.pringturner.com/rolling-right-along/

You are most welcome. Here is the page Robert is referring to: https://app.seasonax.com/

https://www.seasonax.com/sp-500-which-is-the-best-day-of-the-week/?utm_source=Free+Newsletter&utm_campaign=3a87c5afed-SI_11_23_Dimi_COPY_01&utm_medium=email&utm_term=0_26fc11c216-3a87c5afed-468388593&mc_cid=3a87c5afed&mc_eid=d1777a5351

https://www.barrons.com/articles/intel-stock-nvidia-tsmc-91101d95?siteid=yhoof2 Nvidia CEO Jensen Huang said "“We’re open to manufacturing with Intel…and we’ve recently received the test chip results of [Intel’s] next generation process, and the results look good.”

https://www.investors.com/etfs-and-funds/sectors/sp-500-boffo-first-100-days-tell-investors-whats-coming-next/ The S&P 500 returned 8.1% in its first 100 trading days of 2023, which is a bullish sign for the remainder of 2023, 88% of the time.