April 2022

Jeremy Grantham is the co-founder and chief investment strategist of Boston Asset Management (GMO). As of March 2015, GMO has more than $100 billion in assets under management. Jeremy Glensang was named to Bloomberg Markets’ 50 Most Influential Investors list in 2011. In a market commentary published by Glenson, he made 10 investment recommendations for […]

Author: Chen Chen The impact of the Russian-Ukrainian conflict on European and American Internet giants began to show, and Netflix became the first domino to fall. On April 19, local time, Netflix released its first-quarter 2022 financial report. After the “avalanche” of the previous quarter, the situation is more severe this quarter. According to the

Schaeffler, Germany’s fifth-largest parts supplier, announced this week that it had signed a five-year rare earth supply agreement with Norwegian rare earth separation company REEtec. (Source: company official website) This agreement is also the first time in public reports that European auto suppliers or car manufacturers purchase rare earths from Europe. As the fifth largest

Real returns turned positive, meaning investors were still getting positive returns on the 10-year Treasury note after factoring in expected inflation. Affected by this, high-risk assets may face the risk of revaluation in the short term, and start-ups and technology companies may “bear the brunt”. The U.S. bond market has taken a key step toward

Source: Wall Street News Goldman Sachs chief executive David Solomon is getting “creative” and breaking the rules to increase his income. The Wall Street Journal reported that Goldman’s chief executive and a group of deputies are taking profits from the firm’s private investment funds. That could earn these executives hundreds of millions of dollars in

Source: Zhitong Finance Tesla will announce its first-quarter 2022 results after the U.S. stock market closes on April 20, Eastern Time (early morning on April 21, Beijing time). Market expectations are for Q1 revenue of $17.78 billion and earnings per share of $2.26. The second-quarter production guidance for the Shanghai factory, which has been affected

According to Fed regulations, the Fed will enter a “silence period” within 10 days before the Federal Open Market Committee (FOMC) meeting, and Fed officials are prohibited from continuing to speak out on monetary policy views. Before the “silence period”, Fed Chairman Powell, European Central Bank President Christine Lagarde, Bank of England Governor Bailey and