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News und Analysen

Gold’s, And Gold Miners’ Fake Rally Was Erased – Just As Expected: https://www.valuewalk.com/wp-content/uploads/2023/08/golds-and-gold-gold-1.jpg
Gold’s, And Gold Miners’ Fake Rally Was Erased – Just As Expected

What a difference 24h can make, huh? Gold rallied visibly on Monday, only to give it back on Tuesday. Same with miners. What’s next?

Exactly the same thing that was likely before yesterday’s

The Treasury Department May Have Bitten Off More Than It Can Chew: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/23905/Logo_of_General_Motors.svg.png
The Treasury Department May Have Bitten Off More Than It Can Chew

In his podcast addressing the markets today, Louis Navellier offered the following commentary.

Spooky Treasuries

Financial markets were spooked that the Treasury Department now wants to

Yum China: New Menu Offerings, Engaging Campaigns And Rapid Store Expansion Deliver Record Q2 Earnings: https://www.valuewalk.com/wp-content/uploads/2023/08/Yum-China-300x150.jpeg
Yum China: New Menu Offerings, Engaging Campaigns And Rapid Store Expansion Deliver Record Q2 Earnings

Yum China Holdings Inc (NYSE:YUMC) posted record sales performance in the second quarter, aided by campaign success, innovative new menu items and store openings.

Total revenue reached US$2.65

Zenas BioPharma gibt die Veröffentlichung von Daten zu einer Phase-2-Studie mit Obexelimab, einem Prüfpräparat zur Behandlung der IgG4-assoziierten Erkrankung (IgG4-RD), im Fachjournal „The Lancet Rheumatology“ bekannthttp://www.21cf.com: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/13145/21stcflogo.gif
Zenas BioPharma gibt die Veröffentlichung von Daten zu einer Phase-2-Studie mit Obexelimab, einem Prüfpräparat zur Behandlung der IgG4-assoziierten Erkrankung (IgG4-RD), im Fachjournal „The Lancet Rheumatology“ bekannt

Die Studie ergab, dass Obexelimab bei den meisten Patientinnen und Patienten mit aktiver IgG4-RD zu einer schnellen, deutlichen und anhaltenden klinischen Verbesserung, einschließlich einer

Gold ETFs: Waiting on 2024 Rate Cuts: https://www.valuewalk.com/wp-content/uploads/2023/04/Gold-Price-Forecast-300x150.jpeg
Gold ETFs: Waiting on 2024 Rate Cuts

On July 26, the Federal Reserve unveiled an interest rate increase of 25 basis points while leaving room for another rate hike increase later this year. The central bank’s 11th rate boost since

S&P 500 – Rising Yields Vs. Risk Taking: https://www.valuewalk.com/wp-content/uploads/2023/08/STS-1-SP-500.jpg
S&P 500 – Rising Yields Vs. Risk Taking

S&P 500 went through a similar daily pattern as on Monday – the weak tech, XLF and XLV telltlae signs didn‘t lie – this and gold with oil clues talked amply in yesterday‘s video. The slowly

Haleon – Sensodyne And Panadol Maker Shows Strong Growth In Power Brand Sales: https://upload.wikimedia.org/wikipedia/commons/thumb/3/3e/Haleon.svg/1024px-Haleon.svg.png
Haleon – Sensodyne And Panadol Maker Shows Strong Growth In Power Brand Sales
  • Half year organic revenue growth of 10.4% to £5.7bn
  • Interim dividend of 1.8p as previously guided
  • Full year organic growth guidance upped again to between 7 and 8%

Haleon’s Earnings

BAE Systems – Continues To Soar To New Heights
BAE Systems – Continues To Soar To New Heights
  • First-half sales of £12.0bn, up 11% ignoring exchange rate impacts
  • Underlying operating profit rose 10% to 1.3bn
  • Interim dividend raised 11% to 11.5p

BAE Systems’ Earnings

“A strong

Terminal 3 Raises Pre-Seed Funding for Decentralized User Data Infrastructure
Terminal 3 Raises Pre-Seed Funding for Decentralized User Data Infrastructure

Hong Kong, Hong Kong, August 2nd, 2023, Chainwire

Terminal 3, a Hong Kong-based Web3 startup, has successfully raised an oversubscribed pre-seed round to build user data infrastructure for a

Cloud Computing Giant ServiceNow In Buy Zone After AI News: https://www.valuewalk.com/wp-content/uploads/2023/08/ServiceNow-300x150.jpeg
Cloud Computing Giant ServiceNow In Buy Zone After AI News

Shares of ServiceNow Inc. (NYSE:NOW) may be down since the company’s July 26 earnings report, but this isn’t a stock to count out. 

Key Points

  • S&P component ServiceNow reported impressive Q2
Glucose Monitor Maker DexCom In Buy Zone After Gapping Higher: https://www.valuewalk.com/wp-content/uploads/2023/06/DexCom-300x150.jpeg
Glucose Monitor Maker DexCom In Buy Zone After Gapping Higher

Glucose-monitor maker DexCom Inc. (NASDAQ:DXCM) was among the top three gainers within the healthcare sector on July 28, advancing 2.33% in the season after gapping higher at the open. 

Key

How Should Young Adults Divide Their Paychecks?: https://www.valuewalk.com/wp-content/uploads/2023/08/paycheck-300x150.jpeg
How Should Young Adults Divide Their Paychecks?

I got the inspiration for this article after speaking with a 23-year-old unsure of how to divide his paycheck every two weeks. How much did he need to put in savings? How much of it should he

Uber CEO: We Plan To Be Profitable For Every Quarter Going Forward
Uber CEO: We Plan To Be Profitable For Every Quarter Going Forward

Following is the unofficial transcript of a CNBC interview with Uber Technologies Inc (NYSE:UBER) CEO Dara Khosrowshahi on CNBC’s “Squawk Box” (M-F, 6AM-9AM ET) today, Tuesday, August 1.

Uber

Tesla Proves That It Is Just A Low-Margin Car Company – Shortseller: https://www.valuewalk.com/wp-content/uploads/2023/08/Stanphyl-5.jpg
Tesla Proves That It Is Just A Low-Margin Car Company – Shortseller

Stanphyl Capital’s commentary for the month ended July 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA).

A Low-Margin Car Company

In July Tesla reported Q2 earnings that

S&P 500 – Rising Yields Equal Risk-Off: https://www.valuewalk.com/wp-content/uploads/2023/08/STS-4-Crude-oil.jpg
S&P 500 – Rising Yields Equal Risk-Off

S&P 500 made two good intraday returns, but was overpowered by waning rotational strength and internal tech deterioration. Neither financials nor healthcare did their job too well – and when both

Sector Rotation Index: Ifo rät zu defensiver Ausrichtung: https://blog.onemarkets.de/wp-content/uploads/2023/08/20230801Sector_Rotation_Chart-360x170.png
Sector Rotation Index: Ifo rät zu defensiver Ausrichtung

Die Stimmung in der deutschen Wirtschaft ist mau. Im Juli 2023 gab der vielbeachtete Ifo-Geschäftsklimaindex den dritten Monat in Folge nach. „Die Unternehmen waren insbesondere mit den laufenden

Dan Loeb Bets On AI-Driven Positions [Third Point’s 2Q23 Investor Letter]: https://www.valuewalk.com/wp-content/uploads/2023/08/Third-Point.jpg
Dan Loeb Bets On AI-Driven Positions [Third Point’s 2Q23 Investor Letter]

Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven positions.

Dear Investor:

During the Second Quarter, Third Point

Gov. Abbott Announces $87.7M in Housing Tax Credits from Texas: https://www.valuewalk.com/wp-content/uploads/2023/01/New-Homes-300x150.jpeg
Gov. Abbott Announces $87.7M in Housing Tax Credits from Texas

Texas Governor Greg Abbott announced on Monday that the Texas Department of Housing and Community Affairs (TDHCA) had awarded almost $90 million in tax credits. These housing tax credits from Texas

Why Markets Are Loving Exxon Mobil, Despite The Earnings Dip: https://www.valuewalk.com/wp-content/uploads/2023/02/Exxon-Mobil-Stock-300x150.jpeg
Why Markets Are Loving Exxon Mobil, Despite The Earnings Dip

Shares of Exxon Mobil (NYSE:XOM) fell by as much as 1.8% during the early hours of Friday’s trading session; the decline is happening on a day when the broader markets (namely the S&P 500) are up

Tennis Anyone?: https://www.valuewalk.com/wp-content/uploads/2023/06/smart-money-300x150.jpeg
Tennis Anyone?

I recently acquired an app for my Apple iPhone and iPad called Swing Vision to help my son up his tennis game. It is an amazing little tool that turns your Apple device into an analytical tool for

Soft Landing Narrative Wins: https://www.valuewalk.com/wp-content/uploads/2023/07/STS-1-SP-500-6.jpg
Soft Landing Narrative Wins

 S&P 500 continued with the buy the dip reaction through core PCE, and both yields and USD shook off BoJ pretty fast. The prevaling narrative still is that the Fed managed to engineer a soft

Crypto Twitter Uses 13% More Memes Than The Average User
Crypto Twitter Uses 13% More Memes Than The Average User

Last week the Financial Conduct Authority (FCA), the UK’s financial regulator, has warned that crypto memes could land people in prison or with a fine for breaching financial promotion rules

Electricity And Food Prices Are Rising Due To Green Policies: https://www.valuewalk.com/wp-content/uploads/2022/12/ESG-investing-300x150.jpeg
Electricity And Food Prices Are Rising Due To Green Policies

In his podcast addressing the markets today, Louis Navellier offered the following commentary.

August has been a seasonally weak month for the stock market. However, this time around, much of

Blickpunkt Zins: Sommerflaute, aber was dann?: http://s3-eu-west-1.amazonaws.com/sharewise-dev/attachment/file/24014/Unicredit_Logo.svg.png
Blickpunkt Zins: Sommerflaute, aber was dann?

Welche Faktoren entscheiden über die weitere Notenbankpolitik? Welche Rolle spielt die Kreditnachfrage dabei? Wie entwickeln sich die langfristigen Renditen weiter?

Im Videocast-Format „Blickpunkt

Anleger reagierten verschnupft auf die Volkswagen-Quartalszahlen: https://blog.onemarkets.de/wp-content/uploads/2023/07/11-VW-LF-720x331.png
Anleger reagierten verschnupft auf die Volkswagen-Quartalszahlen

In der vergangenen Woche veröffentlichte die Volkswagen AG die Quartalszahlen zum zweiten Geschäftsquartal 2023. Der Absatzausblick wurde auf 9 bis 9,5 Mio. Fahrzeuge reduziert, woraufhin die Aktie