Are the rate hikes going to end? Will US stocks overcome recession risks?


● S&P 500 passed FOMC to new year-to-date high
● The unemployment rate will gradually rise as the US economy slows down
● Looking back at the early 1970s – Inflation and stock prices are “inversely correlated”

5 principles of asset building: Why are US stocks placed at the core?


● Five principles of asset building and roles of US stocks
● Forecasted ROE in the US market is the highest level
● Simulating a long-term diversified instalment investment in US stocks

Will global stocks turn positive in 2023?


● Global stocks performance was bad in 2022 but...
● The global economy will bottom out in 2023 and recover in 2024
● Check out the earnings forecasts for 2023 and 2024

Has the financial stress improved? Why US stocks are stable


● Improvement in “financial stress” supports US stocks
● What the US bond market has factored in
● Pay attention to the decline in the average US gasoline price

The “dogs of the Dow” investment strategy for US stocks


● Concerns about US market facing an economic slowdown
● Pay attention to the “dogs of the Dow” investment strategy again
● Preempting the “dogs of the Dow” stocks approaching the end of the year