Daily Brief Financials: Bitcoin, Sumitomo Mitsui Financial Group, Nikkei 225, Equals Group , Lpl Financial Holdings and more

• My great colleague, Mads Eberhardt, is off on a well-deserved mini-summer break, accordingly handing me the keys to the weekly crypto editorial.
• As Mads is probably currently stuck with the same feeling I have when I hand the iPad to my almost 80-year-old dad, I’ll stick to connecting the dots between liquidity, the recent sell-off in crypto, and the current sell-off in technology.
• Do current developments square, or can we find value trades here?

• Our bullish outlook (since early-November 2023) remains intact. Continue to ride this trend higher and buy dips as long as ACWI-US and EEM-US remain above supports at $110 and $41-$42.
• In our previous Int’l Compass (June 27) we discussed the rotation that we believed was starting, whereby global Technology (IXN-US) would consolidate as investors rotate to laggard areas.
• This rotation has continued while Technology goes through a healthy consolidation. Continue to focus on other more value-oriented Sectors while Technology/growth consolidates

• The Nikkei 225 INDEX pulled back last week, and it may continue to fall for another 1-2 weeks.
• Make sure you read the Market Reversal Matrix – Charts Analysis section below: we are introducing a possibile new Premium Service using our trend prediction models in algorithmic trading format.
• The price support area to buy the Nikkei 225 would be between 39800 and 39300, this coming week (or the next).

• Drivers of growth include increased customer numbers, transaction volumes, and expanded product offering
• Equals Group PLC has a strong balance sheet with minimal debt and solid cash reserves
• Stock presents an attractive short-term opportunity for investors due to ongoing strategic review and potential for sale at significant premium

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• LPL Financial is the largest independent broker-dealer in the US, providing technology and service solutions for financial advisors
• CEO Dan Arnold has led the company to heavily invest in technology, expanding their market opportunities
• With the trend of financial advisors turning towards independence, LPL Financial is well-positioned for significant market growth, potentially undervalued by the market

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.