🌎#commodities #акции #макро соотношение commodities/DOW Jones = исторически минимальные уровни
многие эксперты считают, что сектор товарно-сырьевых рынков сейчас сильно недооценен по отношению к акциям США, либо - акции США сильно переоценены по отношению к товарно-сырьевому сектору
согласно опросу BofA, % мировых управляющих, находящихся в лонгах на товарно-сырьевых рынках в 4кв 2024г находился на минимуме за 5 лет (исторически bullish — эксперты)
🌎#commodities #акции #макро соотношение commodities/DOW Jones = исторически минимальные уровни
многие эксперты считают, что сектор товарно-сырьевых рынков сейчас сильно недооценен по отношению к акциям США, либо - акции США сильно переоценены по отношению к товарно-сырьевому сектору
согласно опросу BofA, % мировых управляющих, находящихся в лонгах на товарно-сырьевых рынках в 4кв 2024г находился на минимуме за 5 лет (исторически bullish — эксперты)
The regulator said it has been undertaking several campaigns to educate the investors to be vigilant while taking investment decisions based on stock tips. On December 23rd, 2020, Pavel Durov posted to his channel that the company would need to start generating revenue. In early 2021, he added that any advertising on the platform would not use user data for targeting, and that it would be focused on “large one-to-many channels.” He pledged that ads would be “non-intrusive” and that most users would simply not notice any change. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. The regulator said it had received information that messages containing stock tips and other investment advice with respect to selected listed companies are being widely circulated through websites and social media platforms such as Telegram, Facebook, WhatsApp and Instagram.
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