Timeline Items - SaveNowClub

Published Jan 20 '22. Last edited Dec 31 '23

US Economy Outlook Made in 2022

Uncertainty #useconomy #usgdp Now that we have entered Q3 of 2022, will a recession hit US in the next 4 quarters? If so, when will it hit and how severe will it be? usgdp #useconomy

Jan 26 '23
Fact

美国四季度GDP好于预期，但核心PCE跌破4%，金价短线探底回升近7美元_手机新浪网
美国四季度实际GDP年化季率初值录得2.90%，为2021年第四季度以来新高，好于预期的2.60%，但不及前值3.20%。不过同时公布的美国第四季度核心PCE物价指数年化季率初值录得3.9%，为2021年第一季度以来新低，预期值和前值分别为4%和4.70%。
Dec 18 '22
Prediction

Investors think stagflation—a 1970s style death spiral—is a bigger threat to the U.S. economy than a recession
“Inflation is certainly here, but it's coming down,” Janasiewicz said. “I think you're going see a little bit of softening in the labor market, so the unemployment rates are going to be higher, ...

Published Jan 20 '23. Last edited Dec 29 '23

Outlook of Cloud Data Technology Vendors

Uncertainty

Dec 29 '23
Fact

Zendesk Moves from DynamoDB to MySQL and S3 to Save over 80% in Costs
Zendesk replaced #DynamoDB with #MySQL as their database solution and saved 80% of cost

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Dec 11 '23
Fact

AI firm Anthropic slashed its AWS bill 40% using Karpenter
AI company Anthropic slashed its AWS bill by 40% using an open source tool that AWS itself gifted to the community called Karpenter.

Published Dec 17 '22. Last edited Nov 22 '23

Binance Bashing Has Started, Will Binance Survive?

Uncertainty

Nov 22 '23
Fact

Binance avoided a death sentence—but the slow bleed is yet to come
Binance reached settlement with US government by agreeing to pay $4.3 billion dollars fine and its founder Changpeng Zhao to step down as CEO for at least 3 years as well as facing criminal char...

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Jun 17 '23
Fact

加密交易所币安与美国SEC达成协议，避免币安美国资产被全部冻结提供者 Investing.com
17日，加密交易所币安与美国SEC达成协议，避免币安美国资产被全部冻结。根据协议，除非用于运营开支，否则币安美国不能使用公司资产，同时还允许美国客户从平台赎回资产。此前，美国SEC寻求冻结币安美国业务所有资产。币安美国17日表示，对于与美国SEC达成双方都能接受的协议感到高兴。

Jun 05 '23
Fact

重磅！SEC起訴「幣安、CEO趙長鵬」違反美國證券法，BNB大跌 | 動區動趨-最具影響力的區塊鏈新聞媒體
加密货币 #政治 SEC 向幣安提出 13 項指控據法庭文件顯示，美國 SEC 對幣安和 CZ 提出了 13 項指控，包括經營未註冊的交易所、非法向美國投資者提供和出售證券，其中包括 BNB、BUS、Binance 的「BNB Vault」計劃和 Binance 的「Simple Earn」計劃…等。延伸閱讀：“SEC起訴幣安”細節》13大要點看懂：美國政府對Binance、CZ的...

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Mar 28 '23
Prediction

美国监管方动手，币安遭重击
CFTC sues Binance CEO Changpeng Zhao. #LegalAction

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Jan 12 '23
Fact

Amid criticism that he's 'bleeding assets,' crypto's last man standing claims he's planning to hire thousands of employees | Fortune
Changpeng Zhao, better known as CZ, said on Wednesday that after increasing his firm’s headcount from 3,000 people to nearly 8,000 last year, he expects to add another 15% to 30% to that number ...
Dec 21 '22
Fact

《路透社》再爆幣安負面消息：幣安的財務「黑箱」知多少？ - 區塊客
幣安在加密貨幣產業中的地位（它佔所有交易量的一半以上）使其成為美國監管機構關注的重點對象。該公司正因可能存在洗錢和違反制裁規定而受到美國司法部的調查，《路透社》本月報導稱，一些檢察官認為，他們已經收集到足夠的證據來起訴幣安和一些高管。
Dec 18 '22
Prediction

Jim Cramer Issues Stark Warning About Binance
In a Friday tweet, longtime CNBC host Jim Cramer argues that Binance, the largest cryptocurrency exchange by trading volume, has "no real legitimacy" following the implosion of its main rival. T...

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Dec 17 '22
Fact

Crypto Exchange Binance Under Scrutiny After FTX Crash: 5 Things to Know
Adding fuel to the fire were reports the US Justice Department has been investigating Binance over the company's compliance with financial crime rules. Prosecutors are considering whether to fil...

Published Jun 01 '22. Last edited Nov 01 '23

China Stock Market Outlook 2nd Half 2022 and Full Year 2023

Uncertainty #chinaadr #shanghaicompositeindex #chinastockmarket When will China stock market turn from bear market to bull market. ChinaStockMarket #ShanghaiCompositeIndex #ChinaADR

Nov 01 '23
Prediction

原重庆市长黄奇帆谈收入分配问题，老百姓没钱花的解决之道 - YouTube
黄奇帆：按照健康资本市场规模是GDP 120%的标准，假设中国GDP在十几年后翻一番到240万亿，那么中国资本市场规模应该达到300万亿，而当下中国GDP是120万亿，而中国资本市场规模只有80万亿。
Oct 26 '23
Fact

中国突然开闸3.7万亿：高层智囊的建言意味深长
2023年10月25日，十四届人大六次会议闭幕，会议上的两个举措引发热议：一是中央财政增发1万亿国债，将通过转移支付方式全部安排给地方；二是地方2.7万亿的新增地方债提前下达，将有效缓解地方财政压力。

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Oct 20 '23
Fact

中国央行祭出史上从未有过的大动作
周五，中国人民银行通过所谓的逆回购合约向各银行发放人民币7330亿元现金。

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Aug 14 '23
Fact

碧桂园11档公司债停牌，中植系信托暴雷3500亿
中国最大民营房地产企业碧桂园陷入财务危机，宣布旗下11档境内公司债券自14日起停牌，债券馀额约157.02亿元（人民币，下同）。与此同时，中国最大资产管理公司“中植系”旗下中融信托疑似暴雷，从10日开始传出信托产品暂停兑付消息，涉及3500亿元，至少3家上市公司受牵连。咸亨国际先在5日披露，购买的中融信托旗下一款股权投资信托计划已逾期，涉及本金约257万元。

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Jul 10 '23
Prediction

招商证券: A股内外部拐点初现，上一次是2018年12月
包含1个招商证券的关于 #a股, #看涨的预测。

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Feb 06 '23
Prediction

人民币贬值，发出了什么信号？
美元指数从114、79美元展开了一轮快速的下跌，最低到了100.8美元。从浪型角度上来看，100.8美元大概率是3浪主跌的低点，其后将有望展开4浪反弹，按照空间测算，不排除美元指数有望反弹到109美元附近。因此，这意味着人民币或在一定周期中出现持续贬值的情况，这也就意味着短期市场或仍然存在调整的需求。对于3310点，这不是2885点上涨最终的顶部，因为这轮上涨目标是3446点，所以...
Jan 12 '23
Prediction

李蓓接近满仓股票！去年末大幅加仓，再提牛市起点，预期温和复苏将至 - 华尔街见闻
对于宏观背景，李蓓最新认为中国居民部门的消费的复苏会是非常温和的。即便地产销售有所恢复，房价企稳反弹，房地产企业也需要1-2年时间来修复自己的资产负债表后才会重新融资和扩张。基建在去年的高基数下上升幅度有限。总体来说，李蓓认为，未来中国经济的复苏会是温和的，融资需求也不太会突然大幅增长。而鉴于利率并没有太多的向上压力，可能总体是比较平稳的，尤其上半年，应该并没有太多上行压力。股票后...
Dec 19 '22
Fact

大佬杨东上演“神抄底”，股票仓位猛增3倍
“金手指”出动了在二级市场颇受推崇的杨东，过去一个月大幅加仓了A股。来自渠道的信息，刚过去的11月内，杨东创立的宁泉资产旗下产品大幅加仓股票。其实际配置的股票仓位相比10月末的底部位置大幅增长近3倍，这也是该公司旗下权益产品自2020年下半年以来，最明显的一次加仓动作。杨东是中国第一代股票投资人，上世纪90年代负责兴业证券的自营投资业务，几无败绩。此后他牵头筹建了兴全基金（曾用名...
Dec 05 '22
Prediction

大摩近两年来首次上调中国股市评级，重返中国股市 | 八阕
Abrdn 亚太区首席执行官 Rene Buehlmann 周日向媒体表示：我确实认为，中国股票的估值不高，至少可以说，投资者应该回到中国。随着中国复苏势头的增强，全球投资者变得越来越乐观。高盛上个月表示，中国股市将在2023年跑赢全球；美国银行则指出，它已从“战术上”对中国持积极态度；摩根大通则称从现在到2023年底，MSCI中国指数可能上涨17%，这得益于每股收益增长14%、1...
Sep 18 '22
Prediction

“私募魔女”李蓓最新观点：A股明年中或迎来长期牛市起点 - 华尔街见闻
包含1个李蓓的关于 #a股的预测。
Sep 03 '22
Prediction

JP Morgan: Bullish on 2 Chinese Stocks
This post includes 2 prediction related to #bullishcall, #futu, #bidu, #stockpick .
Sep 02 '22
Prediction

英国曼氏集团：亚洲股市明年的表现将超越其他地区
包含1个关于 #tcehy 的预测。
Aug 23 '22
Prediction

摩根大通再高呼：做多中国！
包含2个关于 #美国通胀, #中国股市, #加息, #美联储的预测。
Aug 16 '22
Prediction

中美关于中概股审计标准的谈判前景悲观
包含1个关于 #chinaadrdelisting, #中概股退市, #baba, #jd, #中美脱钩, #中美金融战的预测。
Jun 23 '22
Prediction

传奇老将王宏远最新预测：中国股市未来10年将显著跑赢国际市场，全球其他经济体将经历滞胀十年
包含2个关于 #中国资本市场, #未来10年, #全球股市, #滞胀的预测。

Published Oct 23 '23. Last edited Oct 25 '23

What is Outcome of Israel-Hamas War in Gaza

Uncertainty As of 10/24, what is achievable end state of the war? US military experts are not optimistic about Israel’s goal of eliminating Hamas and creating a pro-Israel government in Gaza.

Oct 24 '23
Fact

Macgregor: U.S. And Israeli Special Forces Went On A Scouting Mission To Gaza And Were
Retired Col. Douglas Macgregor revealed on Tuck Carlson interview that US and Israeli Special Ops forces suffered severe losses in Gaza in effort to rescue hostages. This is reason why Israel d...

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Oct 23 '23
Prediction

The Outlook for Israel’s Military Campaign against Hamas - YouTube
US think tank CSIS experts gave pessimistic views on the #IsraelHamasWar outcome for Israel: based on US experience against Al-Qaeda, technical-advanced forces of Israel can destroy Hamas milita...

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Published Jun 30 '23. Last edited Oct 22 '23

US Stock Market Outlook After Bull Correction in June 2023

Uncertainty

Oct 22 '23
Prediction

华尔街“大空头”转多：关键指标被触发，是时候“反向买入”了
包含1个Michael Hartnett的关于 #看多, #标普500 的预测。

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Oct 20 '23
Fact

What the 10-year Treasury yield crossing 5% means for you
10-year Treasury yield has recently gone up to highest level in 14-years, which has driven down stock prices led by #SP500. Reason behind the rise of 10-year Treasury yield include high interes...

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Published Jun 07 '21. Last edited Oct 18 '23

How will Russia-Ukrainian War Affect Economy and Financial Markets

Uncertainty

Feb 08 '23
Fact

How America Took Out The Nord Stream Pipeline
Should be categorized as rumor. #RussoUkrainianWar Pulitzer Prize-winning journalist Seymour Hersh has alleged US Navy divers laid bombs that destroyed the Nord Stream 2 natural gas pipeline und...

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Feb 01 '23
Fact

美国军援乌克兰的根本目的，原来是它
大宗商品 #金属 #钛 #稀土 #俄乌战争美国在本世纪初以“自由民主”的名义频繁武力介入中东事务，最终被特朗普戳穿了真相：“记住，我们要保住石油”；如今美国又不惜冒着第三次世界大战的危险，频繁在俄乌冲突中拱火，美国《新闻周刊》透露，这次美国盯上的，是同样关系美国未来命运的两种关键资源——钛矿和稀土矿。而美国对进口钛资源的依赖，同样让五角大楼难堪。报道称，最后一家美国国内的海绵钛（金...

Published Jul 05 '23. Last edited Oct 05 '23

Us Economy Outlook Made in 2nd Half of 2023

Uncertainty

Oct 05 '23
Prediction

Why Factories Are Coming Back To The U.S. - YouTube
Manufacturing is coming back to the US, but #LaborShortage will be an on-going problem which may not be a bad thing for the #USEconomy, it is estimated that 2.1 million manufacturing jobs could ...
Oct 04 '23
Prediction

The REAL Reason Inflation is Coming Back. - YouTube
Will #USEconomy experience a 3-legged #inflation like US experienced in 1970s? It's unlikely considering the fact that major driving force for 70s inflation was oil shock caused by crude oil em...

Published Dec 15 '22. Last edited Sep 28 '23

Which US Stocks and Sectors Will Win in 2023

Uncertainty After a year of bear market caused by interest rate shock with tech stocks being the most beaten down sector, what will be the market themes for the year 2023?

Sep 28 '23
Prediction

华为将停止采购高通芯片郭明錤：阿斯麦或将EUV光刻机出货量预测大幅下调约20-30%_手机新浪网
看跌 #Aapl 和 #Qcom

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Sep 10 '23
Prediction

郭明錤谈华为归来：苹果再也不能舒舒服服挤牙膏了高通成麒麟9000S最大输家--快科技--科技改变未来
包含1个郭明錤的关于 #看跌, #qcom, #高通的预测。

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Published Dec 09 '22. Last edited Sep 27 '23

Outlook of Financial Markets of China

Uncertainty This topic includes the following Adoption of China's Yuan in world currency circulation is low as of 2022, which is unproportionally low with regard to China's status in world trade, how fast ...

Sep 27 '23
Fact

中国特色的长假期可能是为什么中国股市不能快速发展的一个因素
今天我和一个美国人聊起中国的中秋和国庆长假从9/29一直放到10/9，得知这个以后他很惊讶，他的反应是这在美国是不可能的，因为美国有法律规定金融机构不可以连休超过三天。这种中美之间的金融机构的假期的区别让我觉得体现了两国对于金融服务的重视程度的差别。
Dec 09 '22
Prediction

Could China’s Yuan replace the U.S. dollar as the world’s dominant currency? Here’s how the Asian nation's trade supremacy is quickly boosting its reserve status
Economists including Barry Eichengreen of the University of California Berkeley and Camille Macaire of France’s central bank published a paper analyzing the yuan’s potential as a reserve currenc...

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