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January 29th - At the National Statistical Work Conference held in Beijing from January 28th to 29th, it was learned that in 2026, my country will further optimize consumption statistics to focus on building a strong domestic market. Reporters learned that the National Bureau of Statistics will further strengthen statistical monitoring of new consumption formats and models, changes in consumption structure, promote the calculation of regional service retail sales, and improve the calculation of online service retail sales. "We will further improve the supply-side comprehensive consumption statistics, optimize the calculation method for total retail sales of goods and services, and strengthen data calculation," said a relevant official from the National Bureau of Statistics.The SC crude oil futures contract surged 6.00% intraday, currently trading at 495.10 yuan per barrel.On January 29, 2026, the National Healthcare Security Administration, together with the Supreme Peoples Court, the Supreme Peoples Procuratorate, the Ministry of Public Security, the Ministry of Finance, the National Health Commission, the State Taxation Administration, the State Administration for Market Regulation, the State Administration of Traditional Chinese Medicine, and the National Medical Products Administration, jointly convened a meeting to summarize the special campaign to address prominent issues in the management of the national medical insurance fund and to deploy work for 2026. The meeting emphasized the need to strictly investigate and crack down on illegal and irregular use of medical insurance funds, to combat the resale and repatriation of drugs across the entire supply chain, and to focus on strengthening the handling and rectification of problems. It stressed the importance of combining prevention and crackdown to create a tighter regulatory defense. This includes deepening big data supervision to improve regulatory efficiency, strengthening the management of handling and review processes, improving the early warning and handling mechanism for non-compliant behavior and expenses, and moving the regulatory focus forward. The meeting also emphasized the need to pay more attention to promoting governance through investigation and to drive in-depth governance. It called for continuously improving the long-term regulatory mechanism, strengthening the governance of drug prices, strengthening the refined management of medical insurance, and strengthening the management of fund operation.On January 29th, market analyst Divyang Shah stated that precious metals have recently garnered significant attention, with copper prices hitting new highs. Although coppers year-to-date gains have lagged behind gold and silver, numerous reasons support the bullish trend: doubts about the Federal Reserves independence, geopolitical risks, concerns about a weakening dollar, supply chain fragmentation, demand to hedge against supply shocks, and demand related to artificial intelligence are all factors that can influence investment decisions. We previously emphasized that "in addition to gold, countries will begin strategically stockpiling key commodities. This strategic trend may continue for many years," a theme that remains relevant in the commodities market.January 29th - Crude oil prices continued to rise, with both WTI and Brent crude increasing by over 3% intraday, driven by concerns about potential supply disruptions from possible US military action against Iran. Sparta Capital analyst Peter Cardillo noted in a report that while they believe a supply imbalance is forming, geopolitical risks could further push up oil prices. He added that continued price increases could trigger an increase in short positions, in other words, selling on rallies.

Catherine Wood, Women’s Version Of Warren Buffett

LEO

Oct 25, 2021 14:07

Cathie-Wood.jpeg


The active ETF fund ARK Innovation ETF (ARKK) managed by Catherine Wood rose 170% last year, and its management scale increased by 10 times. Several other ETFs also performed well. This kind of speed and brilliance is unprecedented in active ETF funds. Catherine Wood’s hot performance has aroused major media reports, and is therefore known as Warren Buffett’s Latest Challenger (Warren Buffett’s Latest Challenger).


Never hire professional financial professionals

Catherine Wood has 40 years of professional investment experience and is a veteran of Wall Street. Before founding ARK, she worked in many organizations. Her last employer was the well-known AllianceBernstein (UnionBernstein Fund). She worked there for 12 years and managed $5 billion in assets.


Obviously, Catherine Wood is not bound by institutions. She came out to start a business, founded ARK, and recruited analysts from all over the world. She never recruits financial professionals or MBAs. Her team includes cancer scientists, artificial intelligence experts, game engineers, and even captains.


In terms of external communication, ARK is also very different. They provide free subscription services to retail investors and disclose the company's positions and investment decisions daily, which is extremely transparent.


Her main investment focus is to buy disruptive and innovative companies. In the past few years, the ARK Fund has concentrated on betting on popular stocks such as Tesla, Roku, Square, and biotechnology driven by the Covid-19 epidemic. She told the media last month that she has ambitions to triple the money of investors in the next five years. "Many managers focus on how to beat the index, we think this is not seeking to make progress." Catherine Wood said. She believes that the traditional large funds' analytical thinking on technology stocks is backward, and it is difficult to keep up with the ever-changing era, which is the primary reason for her establishment of ARK.


The Woman Behind Tesla

ARK invested in Tesla about 5 years ago, and it has always been the largest holding of the fund. In the past 12 months, Tesla's stock price has soared nearly 10 times. In addition to the influx of tens of billions of dollars into the Ark, there are more retail investors looking at the stocks that Ark buys and sells every day, and by "copying work", expecting to get rich overnight.


Traditional analysts believe that Tesla is a car company, but Catherine Wood thinks that this view is grossly wrong. She believes that Tesla is actually not only a robotics company; because of its emphasis on battery technology, it is also an energy storage company; coupled with the development of driverless cars, it is also an artificial intelligence company.


From 2016 to 2018, when the market questioned Tesla, she continued to increase her share of Tesla. In mid-January 2020, Catherine Wood raised the Tesla target to $6,000. At the end of January 2020, ARK Invest published an article stating that the target price of Tesla stock was $7,000.


Investment Ark Fund

Ark is different from general funds and has a special positioning. The "risk/reward" attribute of Ark lies between growth funds and venture capital funds, and is a highly volatile target. Ark is a company that has evaluated disruptive innovations in the past five years. It is a long-term investment attribute. During the period, it will enter and exit. It is an operation to adjust the proportion of allocation or reduce costs. Most of the loss targets have very large price fluctuations, and investors are the best. Have a long-term investment mentality.


If you don't want to worry about your brain, it is most convenient to invest in the flagship ARKK, which already covers all the targets that women stocks are optimistic about. In addition to ARKK, Ark also has 4 other ETFs, each with its investment focus. If investors are already interested in these areas, they can directly choose these ETFs.


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