ProMarketNotes @ProMarketNotes

Notes that Navigate, Insights that Illuminate. Joined August 2023

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ProMarketNotes @ProMarketNotes

3 years ago

📉Demand for EVs is not decreasing, but there is a slowdown in the pace of its growth. 📉The EV sector is not dead, but sky-high valuations of loss-making EV startups have disappeared.

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ProMarketNotes @ProMarketNotes

3 years ago

📉Investors are losing interest in those who do not generate free cash flow. 📉The capitalization of the top three leaders #Tesla (#TSLA), #BYD, and #Li Auto (LI) fell from a peak of $1.4 trillion to $900 billion.

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ProMarketNotes @ProMarketNotes

3 years ago

#Barrons writes about the bubble that bursts in the #EV market. 📉The capitalization of EV startups fell from $470 billion in 2021 to the current $59 billion (-87%). 📉Spending by EV startups per unit sold in 2022 was over $100,000.

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ProMarketNotes @ProMarketNotes

3 years ago

📈For the next 12 months, he is not very optimistic about the dynamics of risky assets. 📈The bank expects the S&P 500 to be at 4,200 by the end of 2024 - the most pessimistic forecast in the market.

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ProMarketNotes @ProMarketNotes

3 years ago

Kolanovich (#JPMorgan) advises #cash or #bonds instead of #stocks for 2024. 📈In 2024, with monetary easing and a sustained rally, there will be a decline and volatility. 📈Regardless of a recession, the risk-return ratio for stocks will be worse than cash or bonds.

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ProMarketNotes @ProMarketNotes

3 years ago

The price decline is not being halted by additional #OPEC+ cuts or the U.S. report of a 4.63 million barrel inventory decrease.

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ProMarketNotes @ProMarketNotes

3 years ago

On Wednesday, #CrudeOil fell below $70 per barrel - the lowest in 5 months. #WTI dropped by 4%, and #Brent by 3.5%. U.S. oil exports are approaching a record 6 million barrels per day.

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ProMarketNotes @ProMarketNotes

3 years ago

#JPMorgan on #commodities: 🪙 We maintain a bullish outlook on #gold and #silver. 🌽 Agricultural commodities are expected to rise, especially in Q1 2024.

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ProMarketNotes @ProMarketNotes

3 years ago

#MorganStanley: The #StockMarket is behaving similarly to 2006, and investor expectations of a rally during rate cuts will turn into disappointment.

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ProMarketNotes @ProMarketNotes

3 years ago

Earlier, drugs from Eisai, Sanofi (SNY), and Abbott (ABT) were withdrawn from the market due to risks of cancer, cardiovascular, and mental disorders.

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ProMarketNotes @ProMarketNotes

3 years ago

#Pfizer's (#PFE) weight-loss drug joins the list of unsuccessful cases among analogs. Amid the success of Novo Nordisk (#NVO) and Eli Lilly (#LLY), PFE halted the development of the second version of the drug due to severe side effects. The first attempt ended in June.

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ProMarketNotes @ProMarketNotes

3 years ago

#AstraZeneca (#AZN) and #Absci from the #AI-biology sector will collaborate on cancer drugs. Under the $247 million deal, Absci's AI technologies will be used for large-scale protein analysis to find effective oncology therapies.

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ProMarketNotes @ProMarketNotes

3 years ago

☑️Corporate profits are increasing because people are spending a lot of money given to them by the government. ☑️The U.S. has been put on "drugs" - massive fiscal and monetary stimulus.

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ProMarketNotes @ProMarketNotes

3 years ago

Dimon (#JPMorgan CEO): The fight against #inflation is not over yet. ☑️Governments currently have the largest deficit and debt in history. ☑️One should be prepared for rising interest rates and a recession.

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ProMarketNotes @ProMarketNotes

3 years ago

Musk promises the start of #Cybertruck deliveries as early as Thursday. #TSLA stocks rejoice. However, for Musk, the production of the Cybertruck is a real nightmare, according to #Bloomberg.

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ProMarketNotes @ProMarketNotes

3 years ago

The deal between Amazon (AMZN) and the acquisition of iRobot (IRBT) has raised concerns from the EU regulator: The EU Commission believes that the deal may create conditions for the displacement of competitors in the segment of robot vacuum cleaners on the Amazon marketplace.

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ProMarketNotes @ProMarketNotes

3 years ago

The Amazon Q chatbot will be available to developers using the company's cloud service, in business analytics tools, in software for call centers, and in logistics departments.

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ProMarketNotes @ProMarketNotes

3 years ago

#Amazon (#AMZN) announced a new #AI chip and chatbot Amazon Q: #Trainium2, the second-generation chip for training AI systems, is four times faster than its predecessor. The company will start offering Trainium2 next year.

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ProMarketNotes @ProMarketNotes

3 years ago

🍏Rules are needed for generative AI, and many governments are focused on this. 🍏AAPL takes a thoughtful and measured approach to regulation in AI.

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ProMarketNotes @ProMarketNotes

3 years ago

The head of #Apple (#AAPL) commented on the company's mysterious strategy in the field of #AI: 🍏We invest quite a lot in AI and plan to do so responsibly. 🍏AI is present in all the products we manufacture today, including predictive text input.