ADA-USD over past 60 days: cumulative return -1.9%, annualized vol 35.4%. Market regime: sideways.

Question:
Asset: ADA-USD
Historical prices (past 60 trading days): start=0.38, end=0.37, cumulative_return=-1.9%, annualized_volatility=35.4%
Macro context: {'fed_funds_rate': 5.08, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.76, 't10y3m_spread': -1.68, 'breakeven_10y': 2.18, 'hy_oas': 4.69, 'ig_oas': 1.42, 'ted_spread': 0.09, 'mortgage_30y': 6.57, 'vix': 17.940000534057617}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-31]

Predict whether the return of ADA-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for ADA-USD starting 2023-06-01 was -20.40%, which classifies as 'negative'.


MATIC-USD over past 60 days: cumulative return +49.3%, annualized vol 65.3%. Market regime: sideways.

Question:
Asset: MATIC-USD
Historical prices (past 60 trading days): start=0.54, end=0.80, cumulative_return=+49.3%, annualized_volatility=65.3%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 308.741, 'unemployment': 3.8, 'gdp_growth_qoq': 23033.78, 't10y2y_spread': -0.48, 't10y3m_spread': -1.51, 'breakeven_10y': 2.21, 'hy_oas': 3.51, 'ig_oas': 1.05, 'ted_spread': 0.09, 'mortgage_30y': 6.95, 'vix': 12.5600004196167}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-12-18]

Predict whether the return of MATIC-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for MATIC-USD starting 2023-12-19 was +5.32%, which classifies as 'positive'.


SGOV over past 60 days: cumulative return +0.8%, annualized vol 0.2%. Market regime: sideways.

Question:
Asset: SGOV
Historical prices (past 60 trading days): start=86.60, end=87.31, cumulative_return=+0.8%, annualized_volatility=0.2%
Macro context: {'fed_funds_rate': 4.83, 'cpi_yoy': 302.845, 'unemployment': 3.4, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.52, 't10y3m_spread': -1.61, 'breakeven_10y': 2.24, 'hy_oas': 4.84, 'ig_oas': 1.46, 'ted_spread': 0.09, 'mortgage_30y': 6.28, 'vix': 18.39999961853028}
Market regime: sideways

Predict whether the return of SGOV over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: flat

Explanation: The actual 21-day forward return for SGOV starting 2023-04-07 was +0.24%, which classifies as 'flat'.


QQQ over past 60 days: cumulative return +11.4%, annualized vol 17.8%. Market regime: sideways.

Question:
Asset: QQQ
Historical prices (past 60 trading days): start=288.46, end=321.46, cumulative_return=+11.4%, annualized_volatility=17.8%
Macro context: {'fed_funds_rate': 5.08, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.52, 't10y3m_spread': -1.68, 'breakeven_10y': 2.19, 'hy_oas': 4.79, 'ig_oas': 1.49, 'ted_spread': 0.09, 'mortgage_30y': 6.35, 'vix': 17.989999771118164}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-16] ["Tesla to meet Indian officials this week - source By Aditya Kalra and Aditi Shah NEW DELHI, May 16 (Reuters) - Senior Tesla Inc TSLA.O executives will meet Indian government officials on Wednesday and Thursday to discuss local procurement of parts and other issues, a source with direct knowledge of the matter told Reuters. The electric carmaker's renewed interest in India comes nearly a year after it put on hold plans to sell cars in the country after failing to secure lower import taxes, which its CEO Elon Musk said are among the highest in the world. Tesla and an Indian government spokesperson did not immediately respond to a request for comment. Tesla wanted lower tariffs to be able to test the local market with cars imported from the U.S. and China, but the Indian government wanted it to commit to manufacturing locally before cutting import taxes on cars that can run as high as 100%. The electric carmaker had hired a local team and begun a search for showroom space, but that was also abandoned last year. Local sourcing aligns with Modi's pitch to attract manufacturers with his \"Make in India\" campaign, especially as companies look to diversify their supply chains beyond China. The meeting comes weeks ahead of Prime Minister Narendra Modi's visit to the United States in June. Bloomberg News first reported the meeting plan. (Reporting by Aditya Kalra; Additional reporting by Aditi Shah; Editing by Jan Harvey) ((aditi.shah@tr.com; +91-11-4954 8023, +91-11-3015 8023; Reuters Messaging: twitter: @aditishahsays)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.", "Pre-Market Most Active for May 16, 2023 : SQQQ, APLD, HZNP, AAPL, FUTU, MRVL, AGL, NU, SE, HD, CL, AI The NASDAQ 100 Pre-Market Indicator is down -18.87 to 13,394.64. The total Pre-Market volume is currently 25,120,169 shares traded. The following are the most active stocks for the pre-market session: ProShares UltraPro Short QQQ (SQQQ) is +0.05 at $27.95, with 1,833,307 shares traded. This represents a .54% increase from its 52 Week Low. Applied Digital Corporation (APLD) is +1.275 at $4.69, with 1,816,264 shares traded. As reported by Zacks, the current mean recommendation for APLD is in the \"buy range\". Horizon Therapeutics Public Limited Company (HZNP) is -20.25 at $92.00, with 1,704,565 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2023. The consensus EPS forecast is $1.6. HZNP's current last sale is 78.97% of the target price of $116.5. Apple Inc. (AAPL) is -0.07 at $172.00, with 1,566,401 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Dec 2023. The consensus EPS forecast is $2.17. As reported by Zacks, the current mean recommendation for AAPL is in the \"buy range\". Futu Holdings Limited (FUTU) is -4.05 at $39.10, with 1,558,667 sh

Predict whether the return of QQQ over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for QQQ starting 2023-05-17 was +11.12%, which classifies as 'positive'.


IWM over past 60 days: cumulative return +1.0%, annualized vol 15.0%. Market regime: sideways.

Question:
Asset: IWM
Historical prices (past 60 trading days): start=174.71, end=176.47, cumulative_return=+1.0%, annualized_volatility=15.0%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.276, 'unemployment': 3.7, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.73, 't10y3m_spread': -1.23, 'breakeven_10y': 2.36, 'hy_oas': 3.82, 'ig_oas': 1.22, 'ted_spread': 0.09, 'mortgage_30y': 7.18, 'vix': 14.0}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-09-18] ["2 Stocks That Are Cash Flow Machines to Buy Now While a profit metric like net income shouldn't be ignored, it's ultimately an accounting figure. Free cash flow, which is the amount of cash a business generates from operations after subtracting capital expenditures, is what fuels growth investments, dividend payments, share buybacks, and debt reduction. You can't spend net income. Investing in companies that are solid cash flow producers is often a good idea, assuming the price is reasonable. Two cash flow machines that trade at pessimistic valuations are AT&T (NYSE: T) and IBM (NYSE: IBM). Both stocks look like bargains. AT&T With Apple's iPhone 15 family officially announced, the major wireless carriers are using promotions to attract new customers and retain existing customers. AT&T, for example, is offering as much as $1,000 off the iPhone 15 Pro with an eligible trade-in for customers on its Unlimited plans. While this promotional activity appears aggressive, AT&T CFO Pascal Desroches noted during a recent conference that promotional activity is largely unchanged across the industry. \"I would characterize the environment as really healthy. The competitive dynamics is very, very healthy, very rational,\" Desroches said. During the same conference, Desroches reiterated AT&T's guidance calling for at least $16 billion of free cash flow this year, even as subscriber gains have slowed. Free cash flow could move higher in 2024 and beyond as AT&T pulls back a bit on capital spending. The company has been investing heavily in its 5G and fiber networks, pushing capital spending up. This year is expected to mark the peak of that spending. AT&T is valued at about $109 billion. Based on the free cash guidance, the stock's price-to-free-cash-flow ratio is around 6.8. That's an extremely pessimistic valuation. AT&T stock certainly doesn't deserve to trade at a premium: Growth will be slow at best, debt levels are still elevated, and competitive pressures could ramp up if economic conditions deteriorate. But the pessimism seems overdone. AT&T stock trades lower than it did during the dot-com bubble, the financial crisis, and the pandemic. For patient investors, this cash flow machine looks like a bargain. IBM While IBM is a complex company that spans hardware, software, and services, the tech giant ultimately offers customers solutions that aim to boost productivity and cut costs. In a tough and uncertain economy, that pitch should resonate with customers. IBM's cloud strategy is centered around hybrid cloud computing. While some companies will go all-in on the public cloud, that's not realistic for major enterprises with sprawling IT infrastructures. IBM's hybrid cloud platform, powered by Red Hat software, provides a path for customers to modernize their infrastructure and take advantage of cloud computing while minimizing disruption and keeping an eye on costs. On top of software, IBM's consulting arm provides guidance and help in navigating the move

Predict whether the return of IWM over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for IWM starting 2023-09-19 was -5.24%, which classifies as 'negative'.


ETH-USD over past 60 days: cumulative return +4.4%, annualized vol 48.1%. Market regime: bull.

Question:
Asset: ETH-USD
Historical prices (past 60 trading days): start=3252.17, end=3395.03, cumulative_return=+4.4%, annualized_volatility=48.1%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.044, 'unemployment': 4.1, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.42, 't10y3m_spread': -1.26, 'breakeven_10y': 2.22, 'hy_oas': 3.19, 'ig_oas': 0.96, 'ted_spread': 0.09, 'mortgage_30y': 6.87, 'vix': 12.84000015258789}
Market regime: bull
Recent filing/news:
[Kaggle 2023-12-19]

Predict whether the return of ETH-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: flat

Explanation: The actual 21-day forward return for ETH-USD starting 2024-06-26 was +0.57%, which classifies as 'flat'.


XLV over past 60 days: cumulative return -3.4%, annualized vol 11.3%. Market regime: sideways.

Question:
Asset: XLV
Historical prices (past 60 trading days): start=128.87, end=124.50, cumulative_return=-3.4%, annualized_volatility=11.3%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 308.148, 'unemployment': 3.7, 'gdp_growth_qoq': 23033.78, 't10y2y_spread': -0.45, 't10y3m_spread': -1.12, 'breakeven_10y': 2.25, 'hy_oas': 3.95, 'ig_oas': 1.17, 'ted_spread': 0.09, 'mortgage_30y': 7.44, 'vix': 13.350000381469728}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-11-21] ["AAPL Quantitative Stock Analysis Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum and price momentum. APPLE INC (AAPL) is a large-cap growth stock in the Communications Equipment industry. The rating using this strategy is 94% based on the firm\u2019s underlying fundamentals and the stock\u2019s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest. The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria. FUNDAMENTAL MOMENTUM: PASS TWELVE MINUS ONE MOMENTUM: PASS FINAL RANK: PASS Detailed Analysis of APPLE INC AAPL Guru Analysis AAPL Fundamental Analysis More Information on Dashan Huang Dashan Huang Portfolio About Dashan Huang: Dashan Huang is an Assistant Professor of Finance at the Lee Kong Chian School of Business at Singapore Management University. His paper \"Twin Momentum\" looked at combining traditional price momentum with improving fundamentals to generate market outperformance. In the paper, he identified seven fundamental variables (earnings, return on equity, return on assets, accrual operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) that he combined into a single fundamental momentum measure. He showed that stocks in the top 20% of the universe according to that measure outperformed the market going forward. When he combined that measure with price momentum, he was able to double its outperformance. Additional Research Links Top NASDAQ 100 Stocks Top Technology Stocks Top Large-Cap Growth Stocks High Momentum Stocks High Insider Ownership Stocks About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.", "EXPLAINER-What is Black Friday? And will shoppers find bargains this year? By Juveria Tabassum, Savyata Mishra Nov 16 (Reuters) - Retailers are preparing for what they hope will be yet another record-setting global shopping spree on Black Friday, the fourth Friday of November, which this year is Nov. 24. Known for crowds lining up at big-box stores to pounce on doorbuste

Predict whether the return of XLV over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for XLV starting 2023-11-22 was +3.98%, which classifies as 'positive'.


XLRE over past 60 days: cumulative return -8.2%, annualized vol 21.9%. Market regime: sideways.

Question:
Asset: XLRE
Historical prices (past 60 trading days): start=36.21, end=33.25, cumulative_return=-8.2%, annualized_volatility=21.9%
Macro context: {'fed_funds_rate': 5.08, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.38, 't10y3m_spread': -1.68, 'breakeven_10y': 2.19, 'hy_oas': 4.95, 'ig_oas': 1.51, 'ted_spread': 0.09, 'mortgage_30y': 6.39, 'vix': 20.09000015258789}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-04] ["Apple (AAPL) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates For the quarter ended March 2023, Apple (AAPL) reported revenue of $94.84 billion, down 2.5% over the same period last year. EPS came in at $1.52, compared to $1.52 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $93.32 billion, representing a surprise of +1.63%. The company delivered an EPS surprise of +5.56%, with the consensus EPS estimate being $1.44. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Apple performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Wearables, Home and Accessories: $8.76 billion versus the nine-analyst average estimate of $8.66 billion. Revenue- iPhone: $51.33 billion versus $49.40 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change. Net Sales- Services: $20.91 billion versus $20.86 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +5.5% change. Revenue- Mac: $7.17 billion versus the nine-analyst average estimate of $7.82 billion. The reported number represents a year-over-year change of -31.3%. Net Sales- Products: $73.93 billion compared to the $72.30 billion average estimate based on nine analysts. The reported number represents a change of -4.6% year over year. Revenue- iPad: $6.67 billion versus the nine-analyst average estimate of $6.72 billion. The reported number represents a year-over-year change of -12.8%. Gross margin- Services: $14.84 billion versus $14.80 billion estimated by six analysts on average. Gross margin- Products: $27.13 billion versus the six-analyst average estimate of $26.20 billion. View all Key Company Metrics for Apple here>>> Shares of Apple have returned +2.3% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Top 5 ChatGPT Stocks Revealed Zacks Senior Stock Strategist, Kevin Cook names 5 hand-picked stocks with sky-high growth potential in a brilliant sector of Artificial Intelligence. By 2030, the AI industry is predicted to have an internet and iPhone-scale economic impact of $15.7 Trillion. Today you can invest in the wave of the future, an automation that answers follow-up questions \u2026 admits mistakes \u2026 challenges incorrect premises \u2026 rejects inappropriate requests. As one

Predict whether the return of XLRE over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for XLRE starting 2023-05-05 was -2.14%, which classifies as 'negative'.


FXI over past 60 days: cumulative return +8.1%, annualized vol 25.7%. Market regime: sideways.

Question:
Asset: FXI
Historical prices (past 60 trading days): start=21.65, end=23.40, cumulative_return=+8.1%, annualized_volatility=25.7%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.023, 'unemployment': 3.9, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.35, 't10y3m_spread': -0.8, 'breakeven_10y': 2.41, 'hy_oas': 3.29, 'ig_oas': 0.93, 'ted_spread': 0.09, 'mortgage_30y': 7.1, 'vix': 16.940000534057617}
Market regime: sideways
Recent filing/news:
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0000104169 us-gaap:FairValueInputsLevel12And3Member 2021-02-01 2022-01-31 00001 [...TRUNCATED...] sentation Linkbase Document 104 Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101) * Filed herewith as an Exhibit. ** Furnished herewith as an Exhibit. (C) This Exhibit is a management contract or compensatory plan or arrangement (P) This Exhibit was originally filed in paper format. Accordingly, a hyperlink has not been provided. (1) Certain instruments defining the rights of holders of long-term debt securities of the Registrant are omitted pursuant to Item 601(b)(4)(iii) of Regulation S-K. The Company hereby undertakes to furnish to the SEC, upon request, copies of any such instruments. (c)    Financial Statement Schedules: None. ITEM 16. FORM 10-K SUMMARY None. 85 SIGNATURES Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.   Walmart Inc. Date: March 15, 2024   By   /s/ C. Douglas McMillon     C. Douglas McMillon     President and Chief Executive Officer Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated: Date: March 15, 2024   By   /s/ C. Douglas McMillon     C. Douglas McMillon     President and Chief Executive Officer and Director     (Principal Executive Officer) Date: March 15, 2024   By   /s/ Gregory B. Penner     Gregory B. Penner     Chairman of the Board and Director Date: March 15, 2024   By   /s/ John David Rainey     John David Rainey     Executive Vice President and Chief Financial Officer (Principal Financial Officer) Date: March 15, 2024   By   /s/ David M. Chojnowski     David M. Chojnowski     Senior Vice President and Controller (Principal Accounting Officer) Signature Page to Walmart Inc. Form 10-K for the Fiscal Year Ended January 31, 2024 86 Date: March 15, 2024   By   /s/ Cesar Conde     Cesar Conde     Director Date: March 15, 2024 By /s/ Timothy P. Flynn Timothy P. Flynn Director Date: March 15, 2024 By /s/ Sarah Friar Sarah Friar Director Date: March 15, 2024 By /s/ Carla A. Harris Carla A. Harris Director Date: March 15, 2024 By /s/ Thomas W. Horton Thomas W. Horton Director Date: March 15, 2024 By /s/ Marissa A. Mayer Marissa A. Mayer Director Date: March 15, 2024 By /s/ Randall L. Stephenson Randall L. Stephenson Director Date: March 15, 2024   By   /s/ S. Robson Walton     S. Robson Walton     Director Date: March 15, 2024   By   /s/ Steuart L. Walton     Steuart L. Walton     Director Signature Page to Walmart Inc. Form 10-K for the Fiscal Year Ended January 31, 2024 87

Predict whether the return of FXI over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for FXI starting 2024-04-23 was +13.71%, which classifies as 'positive'.


AVAX-USD over past 60 days: cumulative return +40.4%, annualized vol 73.3%. Market regime: sideways.

Question:
Asset: AVAX-USD
Historical prices (past 60 trading days): start=12.83, end=18.01, cumulative_return=+40.4%, annualized_volatility=73.3%
Macro context: {'fed_funds_rate': 4.33, 'cpi_yoy': 300.42, 'unemployment': 3.5, 'gdp_growth_qoq': 22439.607, 't10y2y_spread': -0.69, 't10y3m_spread': -1.21, 'breakeven_10y': 2.28, 'hy_oas': 4.27, 'ig_oas': 1.28, 'ted_spread': 0.09, 'mortgage_30y': 6.15, 'vix': 19.809999465942383}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-01-23]

Predict whether the return of AVAX-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for AVAX-USD starting 2023-01-24 was +6.63%, which classifies as 'positive'.


XRP-USD over past 60 days: cumulative return +44.4%, annualized vol 83.2%. Market regime: sideways.

Question:
Asset: XRP-USD
Historical prices (past 60 trading days): start=0.49, end=0.71, cumulative_return=+44.4%, annualized_volatility=83.2%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 304.609, 'unemployment': 3.5, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.9, 't10y3m_spread': -1.5, 'breakeven_10y': 2.37, 'hy_oas': 3.78, 'ig_oas': 1.2, 'ted_spread': 0.09, 'mortgage_30y': 6.81, 'vix': 14.40999984741211}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-07-27]

Predict whether the return of XRP-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for XRP-USD starting 2023-07-28 was -28.98%, which classifies as 'negative'.


SOL-USD over past 60 days: cumulative return +59.0%, annualized vol 87.0%. Market regime: sideways.

Question:
Asset: SOL-USD
Historical prices (past 60 trading days): start=61.53, end=97.85, cumulative_return=+59.0%, annualized_volatility=87.0%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 310.967, 'unemployment': 3.9, 'gdp_growth_qoq': 23082.119, 't10y2y_spread': -0.33, 't10y3m_spread': -1.55, 'breakeven_10y': 2.19, 'hy_oas': 3.56, 'ig_oas': 1.04, 'ted_spread': 0.09, 'mortgage_30y': 6.63, 'vix': 13.880000114440918}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-12-19]

Predict whether the return of SOL-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: flat

Explanation: The actual 21-day forward return for SOL-USD starting 2024-02-02 was -0.48%, which classifies as 'flat'.


AVAX-USD over past 60 days: cumulative return -26.2%, annualized vol 42.2%. Market regime: sideways.

Question:
Asset: AVAX-USD
Historical prices (past 60 trading days): start=12.35, end=9.12, cumulative_return=-26.2%, annualized_volatility=42.2%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.696, 'unemployment': 3.9, 'gdp_growth_qoq': 23033.78, 't10y2y_spread': -0.36, 't10y3m_spread': -0.93, 'breakeven_10y': 2.34, 'hy_oas': 4.25, 'ig_oas': 1.26, 'ted_spread': 0.09, 'mortgage_30y': 7.49, 'vix': 16.690000534057617}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-10-12]

Predict whether the return of AVAX-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for AVAX-USD starting 2023-10-13 was +32.26%, which classifies as 'positive'.


IVV over past 60 days: cumulative return -7.8%, annualized vol 11.9%. Market regime: sideways.

Question:
Asset: IVV
Historical prices (past 60 trading days): start=443.21, end=408.66, cumulative_return=-7.8%, annualized_volatility=11.9%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.696, 'unemployment': 3.9, 'gdp_growth_qoq': 23033.78, 't10y2y_spread': -0.19, 't10y3m_spread': -0.72, 'breakeven_10y': 2.41, 'hy_oas': 4.51, 'ig_oas': 1.33, 'ted_spread': 0.09, 'mortgage_30y': 7.49, 'vix': 20.3700008392334}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-10-23] ["Why the Market Dipped But Apple (AAPL) Gained Today Apple (AAPL) closed at $173 in the latest trading session, marking a +0.07% move from the prior day. The stock exceeded the S&P 500, which registered a loss of 0.17% for the day. On the other hand, the Dow registered a loss of 0.58%, and the technology-centric Nasdaq increased by 0.27%. Heading into today, shares of the maker of iPhones, iPads and other products had lost 1.09% over the past month, outpacing the Computer and Technology sector's loss of 2.16% and the S&P 500's loss of 3.95% in that time. The upcoming earnings release of Apple will be of great interest to investors. The company's earnings report is expected on November 2, 2023. The company is forecasted to report an EPS of $1.39, showcasing a 7.75% upward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $88.93 billion, indicating a 1.34% downward movement from the same quarter last year. Investors should also pay attention to any latest changes in analyst estimates for Apple. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the company's business and profitability. Based on our research, we believe these estimate revisions are directly related to near-team stock moves. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.39% downward. Apple presently features a Zacks Rank of #3 (Hold). In terms of valuation, Apple is presently being traded at a Forward P/E ratio of 26.36. This expresses a premium compared to the average Forward P/E of 11.78 of its industry. It's also important to note that AAPL currently trades at a PEG ratio of 2.32. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Computer - Mini computers industry stood at 2.32 at the close of the market yesterday. The Computer - Mini computers industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 54, putting it in the top 22% of all 250+ industries. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 el

Predict whether the return of IVV over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for IVV starting 2023-10-24 was +7.41%, which classifies as 'positive'.


SPY over past 60 days: cumulative return +2.9%, annualized vol 13.9%. Market regime: sideways.

Question:
Asset: SPY
Historical prices (past 60 trading days): start=517.47, end=532.54, cumulative_return=+2.9%, annualized_volatility=13.9%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 314.062, 'unemployment': 4.2, 'gdp_growth_qoq': 23478.57, 't10y2y_spread': -0.11, 't10y3m_spread': -1.49, 'breakeven_10y': 2.06, 'hy_oas': 3.46, 'ig_oas': 1.02, 'ted_spread': 0.09, 'mortgage_30y': 6.47, 'vix': 16.190000534057617}
Market regime: sideways
Recent filing/news:
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us-gaap:FairValueInputsLevel2Member 2024-06-30 0000731766 us-gaap:FairValueInputsLevel3Member 2024-06-30 0000731766 us-gaap:Fair [...TRUNCATED...] ncorporation of UnitedHealth Group Incorporated (incorporated by reference to Exhibit 3.1 to the Company’s Registration Statement on Form 8-A/A filed on July 1, 2015) 3.2 Amended and Restated Bylaws of UnitedHealth Group Incorporated, effective February 23, 2021 (incorporated by reference to Exhibit 3.2 to UnitedHealth Group Incorporated’s Current Report on Form 8-K filed on February 26, 2021) 4.1 Amended and Restated Indenture, dated as of April 27, 2023, between UnitedHealth Group Incorporated and Wilmington Trust Company, as successor trustee (incorporated by reference to Exhibit 4.1 to UnitedHealth Group Incorporated’s Current Report on Form 8-K filed on April 28, 2023) 4.2 Indenture, dated as of February 4, 2008, between UnitedHealth Group Incorporated and U.S. Bank National Association (incorporated by reference to Exhibit 4.1 to the Company’s Registration Statement on Form S-3, SEC File Number 333-149031, filed on February 4, 2008) 4.3 Supplemental Indenture, dated as of April 18, 2023, between UnitedHealth Group Incorporated and U.S. Bank Trust Company, National Association, as trustee, relating to the 6.875% Senior Notes due 2038 (incorporated by reference to Exhibit 4.1 to UnitedHealth Group Incorporated’s Current Report on Form 8-K filed on April 24, 2023) 31.1 Certifications pursuant to Section 302 of the Sarbanes-Oxley Act of 2002 32.1 Certifications pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 101.INS XBRL Instance Document - the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document. 101.SCH Inline XBRL Taxonomy Extension Schema Document. 101.CAL Inline XBRL Taxonomy Extension Calculation Linkbase Document. 101.DEF Inline XBRL Taxonomy Extension Definition Linkbase Document. 101.LAB Inline XBRL Taxonomy Extension Label Linkbase Document. 101.PRE Inline XBRL Taxonomy Extension Presentation Linkbase Document. 104  Cover Page Interactive Data File (formatted as Inline XBRL and embedded within Exhibit 101).  ________________ * Pursuant to Item 601(b)(4)(iii) of Regulation S-K, copies of instruments defining the rights of certain holders of long-term debt are not filed. The Company will furnish copies thereof to the SEC upon request. 27 Table of Contents SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.   UNITEDHEALTH GROUP INCORPORATED   /s/ A NDREW W ITTY Chief Executive Officer (principal executive officer) Dated: August 9, 2024 Andrew Witty    /s/ J OHN R EX President and Chief Financial Officer (principal financial officer) Dated: August 9, 2024 John Rex    /s/ T HOMAS R OOS Senior Vice President and Chief Accounting Officer (principal accounting officer) Dated: August 9, 2024 Thomas Roos    28

Predict whether the return of SPY over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for SPY starting 2024-08-15 was +1.62%, which classifies as 'positive'.


XRP-USD over past 60 days: cumulative return +5.0%, annualized vol 37.9%. Market regime: sideways.

Question:
Asset: XRP-USD
Historical prices (past 60 trading days): start=0.47, end=0.49, cumulative_return=+5.0%, annualized_volatility=37.9%
Macro context: {'fed_funds_rate': 5.07, 'cpi_yoy': 304.014, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.91, 't10y3m_spread': -1.67, 'breakeven_10y': 2.21, 'hy_oas': 4.4, 'ig_oas': 1.35, 'ted_spread': 0.09, 'mortgage_30y': 6.67, 'vix': 13.4399995803833}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-06-25]

Predict whether the return of XRP-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for XRP-USD starting 2023-06-26 was +54.22%, which classifies as 'positive'.


XLE over past 60 days: cumulative return +14.7%, annualized vol 18.3%. Market regime: sideways.

Question:
Asset: XLE
Historical prices (past 60 trading days): start=37.01, end=42.47, cumulative_return=+14.7%, annualized_volatility=18.3%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.276, 'unemployment': 3.7, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.49, 't10y3m_spread': -0.97, 'breakeven_10y': 2.34, 'hy_oas': 4.03, 'ig_oas': 1.21, 'ted_spread': 0.09, 'mortgage_30y': 7.19, 'vix': 18.21999931335449}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-09-27] ["Is ProShares S&P Technology Dividend Aristocrats ETF (TDV) a Strong ETF Right Now? Launched on 11/05/2019, the ProShares S&P Technology Dividend Aristocrats ETF (TDV) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market. What Are Smart Beta ETFs? The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. Fund Sponsor & Index The fund is managed by Proshares. TDV has been able to amass assets over $203.91 million, making it one of the average sized ETFs in the Technology ETFs. TDV seeks to match the performance of the S&P TECHNOLOGY DIVIDEND ARISTOCRATS INDX before fees and expenses. The S&P Technology Dividend Aristocrats Index targets companies from information technology, internet and direct marketing retail, interactive home entertainment, and interactive media and services segments of the economy. Cost & Other Expenses When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Operating expenses on an annual basis are 0.45% for TDV, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.38%. Performance and Risk The ETF return is roughly 12.29% and is up about 21.22% so far this year and in the past one year (as of 09/27/2023), respectively. TDV has traded between $49.99 and $67.88 during this last 52-week period. The fund has a beta of 1.05 and standard deviation of 20.40% for the trailing three-year period. With about 39 holdings, it has more concentrated exposure than peers. Alternatives ProShares S&P Technology Dividend Aristocrats ETF is an excellent option for investors seeking to outperform the Technology ETFs segment of the market. There are other ETFs in the space which investors could consider as well. IShares Core Dividend Growth ETF (DGRO) tracks Morningstar US Dividend Growth Index and the Vanguard Dividend Appreciation ETF (VIG) tracks NASDAQ US Dividend Achievers Select Index. ISha

Predict whether the return of XLE over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for XLE starting 2023-09-28 was -8.26%, which classifies as 'negative'.


XLK over past 60 days: cumulative return +17.9%, annualized vol 19.7%. Market regime: sideways.

Question:
Asset: XLK
Historical prices (past 60 trading days): start=68.81, end=81.13, cumulative_return=+17.9%, annualized_volatility=19.7%
Macro context: {'fed_funds_rate': 5.08, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.77, 't10y3m_spread': -1.68, 'breakeven_10y': 2.22, 'hy_oas': 4.58, 'ig_oas': 1.4, 'ted_spread': 0.09, 'mortgage_30y': 6.57, 'vix': 17.459999084472656}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-30] ["The 25 Best Growth Stocks for the Next 5 Years InvestorPlace - Stock Market News, Stock Advice & Trading Tips Looking for the best growth stocks to buy will take much more scrutiny in the current market environment. I wrote a column on Dec. 31, 2022 about 25 tech stocks to \u201cbuy before they take off in 2023.\u201d Almost all of them have rallied and are up substantially since they changed hands for peanuts back then. However, the situation now is very different after the rally this year, and most growth stocks do not provide compelling entry points. This does not mean that investors should shun all growth names. There are still high-quality growth stocks with excellent long-term potential, and jumping on board is a good idea no matter the market conditions. Of course, one may say there are risks of a recession, a debt default, etc. But there will always be some hubbub, and it\u2019s not the best idea to always put too much thought into the worst-case scenarios. For example, investors who feared the worst in the summer of 2022 and closed their positions on a loss likely regret that decision now. No one has a crystal ball, and trying to avoid near-term losses will likely lead to losing out on future gains. That\u2019s why most well-respected investors have made their fortunes through time in the market, not timing. Naturally, blindly buying does not apply to all growth stocks, and I will not include stocks with price targets too low from the current price point. That said, let\u2019s look at the 25 best growth stocks to buy for the next five years in no particular order: Alphabet (GOOG, GOOGL) Source: salarko / Shutterstock.com Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) has repeatedly proven that it can continue competing in all sectors and catch up with new trends. The ad market slowdown since mid-2022 and then OpenAI\u2019s ChatGPT integration with Bing caused panic about Google\u2019s future, and the company did make a blunder by rushing Bard. However, it has since improved on Bard, and the chatbot is now a serious contender to ChatGPT. It is trained on a larger dataset and can theoretically perform more tasks. In addition, the initial hype surrounding Bing seems to be nothing more than a fad. Google\u2019s search engine market share has only grown while Bing\u2019s has declined. Alphabet\u2019s ad revenue still lags behind but that will eventually recover in the long run. Thus, I see GOOG as a strong buy at this level. Microsoft (MSFT) Source: NYCStock / Shutterstock.com Things are only looking up for Microsoft (NASDAQ:MSFT) as the company fires on all cylinders. Microsoft is chipping away at the businesses of other tech giants and is looking to expand and threaten others. For example, Azure has grown to become a major AWS competitor, while Bing has kept Google tense. It is also spearheading development in AI with its investments in OpenAI. Microsoft is also investing massively in quantum computing, gaming and mixed reality, all of which are hi

Predict whether the return of XLK over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for XLK starting 2023-05-31 was +6.05%, which classifies as 'positive'.


EWJ over past 60 days: cumulative return +2.4%, annualized vol 16.9%. Market regime: bull.

Question:
Asset: EWJ
Historical prices (past 60 trading days): start=65.33, end=66.91, cumulative_return=+2.4%, annualized_volatility=16.9%
Macro context: {'fed_funds_rate': 4.58, 'cpi_yoy': 317.604, 'unemployment': 4.1, 'gdp_growth_qoq': 23586.542, 't10y2y_spread': 0.11, 't10y3m_spread': -0.12, 'breakeven_10y': 2.3, 'hy_oas': 2.66, 'ig_oas': 0.78, 'ted_spread': 0.09, 'mortgage_30y': 6.69, 'vix': 13.579999923706056}
Market regime: bull
Recent filing/news:
[SEC 10-Q WMT 2024-12-06] wmt-20241031 0000104169 1/31 2025 Q3 false 451 xbrli:shares iso4217:USD iso4217:USD xbrli:shares xbrli:pure iso4217:JPY wmt:state wmt:county wmt:defendant wmt:case wmt:classAction wmt:securitiesClassAction wmt:shareholder wmt:derivativeAction wmt:pharmacist wmt:segment 0000104169 2024-02-01 2024-10-31 0000104169 wmt:CommonStockparvalue0.10pershareMember 2024-02-01 2024-10-31 0000104169 wmt:A2.550NotesDue2026Member 2024-02-01 2024-10-31 0000104169 wmt:A1050NotesDue2026Member 2024-02-01 2024-10-31 0000104169 wmt:A1500NotesDue2028Member 2024-02-01 2024-10-31 0000104169 wmt:A4875NotesDue2029Member 2024-02-01 2024-10-31 0000104169 wmt:A5750NotesDue2030Member 2024-02-01 2024-10-31 0000104169 wmt:A1800NotesDue2031Member 2024-02-01 2024-10-31 0000104169 wmt:A5625NotesDue2034Member 2024-02-01 2024-10-31 0000104169 wmt:A5250NotesDue2035Member 2024-02-01 2024-10-31 0000104169 wmt:A4875NotesDue2039Member 2024-02-01 2024-10-31 0000104169 2024-12-04 0000104169 2024-08-01 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us-gaap:AccumulatedOtherComprehensiveIncomeMember 2023-08-01 2023-10-31 0000104169 us-gaap:Com [...TRUNCATED...] assumptions not being realized or other factors, the actual results relating to the subject matter of any forward-looking statement in this Quarterly Report on Form 10-Q may differ materially from the anticipated results expressed or implied in that forward-looking statement. The forward-looking statements included in this Quarterly Report on Form 10-Q are made only as of the date of this report, and Walmart undertakes no obligation to update any such statements to reflect subsequent events or circumstances. 35 Table of Contents Item 6. Exhibits The following documents are filed as an exhibit to this Quarterly Report on Form 10-Q: Exhibit 3.1(a) Restated Certificate of Incorporation of the Company dated February 1, 2018 is incorporated herein by reference to Exhibit 3.1 to the Report on Form 8-K filed by the Company on February 1, 2018 Exhibit 3.1(b) Certificate of Amendment to the Restated Certificate of Incorporation of the Company, effective February 23, 2024 is incorporated herein by reference to Exhibit 3.1 to the Report on Form 8-K filed by the Company on February 23, 2024 Exhibit 3.2 Amended and Restated Bylaws of the Company dated November 10, 2022 are incorporated herein by reference to Exhibit 3.1 to the Report on Form 8-K filed by the Company on November 16, 2022 Exhibit 31.1* Chief Executive Officer Section 302 Certification Exhibit 31.2* Chief Financial Officer Section 302 Certification Exhibit 32.1** Chief Executive Officer Section 906 Certification Exhibit 32.2** Chief Financial Officer Section 906 Certification Exhibit 99.1* Opioids-Related Litigation Case Citations and Currently Scheduled Trial Dates Exhibit 101.INS* Inline XBRL Instance Document Exhibit 101.SCH* Inline XBRL Taxonomy Extension Schema Document Exhibit 101.CAL* Inline XBRL Taxonomy Extension Calculation Linkbase Document Exhibit 101.DEF* Inline XBRL Taxonomy Extension Definition Linkbase Document Exhibit 101.LAB* Inline XBRL Taxonomy Extension Label Linkbase Document Exhibit 101.PRE* Inline XBRL Taxonomy Extension Presentation Linkbase Document Exhibit 104 The cover page from the Company's Quarterly Report on Form 10-Q for the quarter ended October 31, 2024, formatted in Inline XBRL (included in Exhibit 101) * Filed herewith as an Exhibit. ** Furnished herewith as an Exhibit. 36 Table of Contents SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.   WALMART INC. Date: December 6, 2024 By: /s/ C. Douglas McMillon C. Douglas McMillon President and Chief Executive Officer (Principal Executive Officer) Date: December 6, 2024 By: /s/ John David Rainey John David Rainey Executive Vice President and Chief Financial Officer (Principal Financial Officer) Date: December 6, 2024 By: /s/ David M. Chojnowski David M. Chojnowski Senior Vice President and Controller (Principal Accounting Officer) 37

Predict whether the return of EWJ over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for EWJ starting 2024-12-12 was -5.84%, which classifies as 'negative'.


IWM over past 60 days: cumulative return +9.8%, annualized vol 23.6%. Market regime: sideways.

Question:
Asset: IWM
Historical prices (past 60 trading days): start=163.83, end=179.82, cumulative_return=+9.8%, annualized_volatility=23.6%
Macro context: {'fed_funds_rate': 4.33, 'cpi_yoy': 300.42, 'unemployment': 3.5, 'gdp_growth_qoq': 22439.607, 't10y2y_spread': -0.73, 't10y3m_spread': -1.18, 'breakeven_10y': 2.18, 'hy_oas': 4.19, 'ig_oas': 1.32, 'ted_spread': 0.09, 'mortgage_30y': 6.33, 'vix': 18.350000381469727}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-01-13] ["Tim Cook\u2019s pay re-enters earth\u2019s atmosphere Reuters Reuters NEW YORK (Reuters Breakingviews) - How to compensate Apple Chief Executive Tim Cook is one of the more puzzling questions for corporate governance experts. His pay has been out of this world, but then so has the iPhone maker\u2019s share price performance. Nonetheless Apple, its investors and its board have agreed Cook\u2019s pay should orbit closer to Earth in 2023. The $2.1 trillion company has comfortably outperformed rivals over the past three years, with shareholder returns including reinvested dividends in the top percentile among its peers, according to Institutional Shareholder Services. Likewise, his annual compensation of $99 million in 2022 was over 4 times the median of peers, who include Amazon.com\u2019s Andrew Jassy and AT&T\u2019s John Stankey. On Friday, Apple said Cook\u2019s targeted pay will fall to $49 million. That\u2019s an improvement, but still generous. Apple says it will target his pay between 80th and 90th percentile among peers in future years. A bigger improvement is making Cook\u2019s pay less of a giveaway. In 2022, half of his award of Apple stock paid out automatically over time \u2013 so all he had to do is wait. Now it\u2019s 75% performance-based, and his unvested time-based awards lapse if he retires. This is hardly space-age stuff, but at least Apple\u2019s pay is no longer stuck in the past. (By Robert Cyran) Follow @Breakingviews on Twitter Capital Calls - More concise insights on global finance: BlackRock edges closer to its Blackstone roots The fog lifts for Didi's path to normalcy Inflation drop gives Fed leeway to save jobs Gaming\u2019s winter of discontent bolsters M&A logic TSMC foots the bill for global chip supremacy (Editing by John Foley and Amanda Gomez) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.", "Don't Ignore These Companies' Cash-Generating Abilities It goes without saying that searching for stocks can be challenging, especially with an extensive list of options available. However, one way to cut out the bad apples is by focusing on stocks with strong free cash flow. But what is free cash flow, and why does it matter? In its simplest form, free cash flow is the amount of cash a company keeps after paying for operating costs and capital expenditures. A high free cash flow allows for more growth opportunities, a greater potential for share buybacks, consistent dividend payouts, and the ability to pay off debt easily. Three companies \u2013 Apple AAPL, Alphabet GOOGL, and Verizon Communications VZ \u2013 all generate substantial cash. Below is a chart illustrating the performance of all three stocks over the last year, with the S&P 500 blended in as a benchmark. Image Source: Zacks Investment Research Let\u2019s take a closer look at each one. Apple We\u2019re all familiar with the legendary Apple, the company that\u2019s entirely ch

Predict whether the return of IWM over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for IWM starting 2023-01-17 was +4.09%, which classifies as 'positive'.


XLB over past 60 days: cumulative return -0.7%, annualized vol 12.2%. Market regime: sideways.

Question:
Asset: XLB
Historical prices (past 60 trading days): start=43.51, end=43.20, cumulative_return=-0.7%, annualized_volatility=12.2%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.044, 'unemployment': 4.1, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.44, 't10y3m_spread': -1.09, 'breakeven_10y': 2.3, 'hy_oas': 3.15, 'ig_oas': 0.9, 'ted_spread': 0.09, 'mortgage_30y': 6.99, 'vix': 12.220000267028809}
Market regime: sideways
Recent filing/news:
[SEC 10-Q BLK 2024-05-07] 10-Q --12-31 Q1 0001364742 false http://fasb.org/us-gaap/2023#OtherAssets http://fasb.org/us-gaap/2023#OtherAssets http://fasb.org/us-gaap/2023#NonoperatingIncomeExpense http://fasb.org/us-gaap/2023#NonoperatingIncomeExpense http://fasb.org/us-gaap/2023#NonoperatingIncomeExpense http://fasb.org/us-gaap/2023#NonoperatingIncomeExpense 2024-06 2024-03 2024-06 2024-03 http://fasb.org/us-gaap/2023#GainLossOnInvestments http://fasb.org/us-gaap/2023#GainLossOnInvestments http://fasb.org/us-gaap/2023#GeneralAndAdministrativeExpense http://fasb.org/us-gaap/2023#GeneralAndAdministrativeExpense 2028-03-31 9 1 1 1 1 9 1 1 1 1 9 1 1 1 1 9 1 1 1 1 1 P2Y 0 years 0 years 2027-05-30 2028-05-30 2029-05-30 2027-05-30 2028-05-30 2029-05-30 0001364742 us-gaap:FairValueInputsLevel1Member us-gaap:PrivateEquityFundsMember us-gaap:FairValueMeasurementsRecurringMember 2024-03-31 0001364742 us-gaap:EquitySecuritiesMember blk:InvestmentInNAVMember 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2023-03-31 0001364742 us-gaap:EquitySecuritiesMember blk:ConsolidatedVotingRightsEntitiesMember 2024-03-31 0001364742 us-gaap:FairValueInputsLevel2Member us-gaap:FairValueMeasurementsRecurringMember 2024-03-31 0001364742 us-gaap:EquitySecuritiesMember us-gaap:VariableInterestEntityPrimaryBeneficiaryMember 2024-03-31 0001364742 us-gaap:ForeignExchangeForwardMember 2023-12-31 0001364742 blk:OnePointNineZeroPercentNotesDueTwoThousandThirtyOneMember 2024-03-31 0001364742 blk:EquityFixedIncomeAndMultiAssetMutualFundsMember us-gaap:FairValueMeasurementsRecurringMember 2023-12-31 0001364742 2022-10-01 2022-12-31 0001364742 us-gaap:FairValueMeasurementsRecurringMember us-gaap:PortionAtOtherThanFairValueFairValueDisclosureMember 2024-03-31 0001364742 blk:AlternativeInvestmentsProductsMember us-gaap:InvestmentPerformanceMember 2024-01-01 2024-03-31 0001364742 srt:AmericasMember 2023-12-31 0001364742 us-gaap:FairValueInputsLevel1Member us-gaap:FairValueMeasurementsRecurringMember blk:InvestmentsRelatedToDeferredCashCompensationPlansMember 2023-12-31 0001364742 us-gaap:CollateralizedLo [...TRUNCATED...] hat the Board of Directors authorized the repurchase of an additional seven million shares under the Company’s existing share repurchase program, for a total of up to approximately 7.9 million shares of BlackRock common stock. 64   Item 6. Exh ibits Exhibit No.   Description       4.1(1)   Indenture, dated March 14, 2024, among BlackRock Funding, Inc., BlackRock, Inc. and The Bank of New York Mellon, as trustee.       4.2(1)   First Supplemental Indenture, dated March 14, 2024, among BlackRock Funding, Inc., BlackRock, Inc. and The Bank of New York Mellon, as trustee.       4.3(1)   Form of Note for the 4.700% Notes due 2029 (included in Exhibit 4.2).       4.4(1)   Form of Note for the 5.000% Notes due 2034 (included in Exhibit 4.2).       4.5(1)   Form of Note for the 5.250% Notes due 2054 (included in Exhibit 4.2).       10.1(2)   Amendment No. 14, dated as of March 12, 2024, by and among BlackRock, Inc., certain of its subsidiaries, Wells Fargo Bank, National Association, as administrative agent, a swingline lender, an issuing lender, L/C agent and a lender, and the banks and other financial institutions referred to therein.       22.1(3)   Subsidiary Issuer of Guaranteed Securities.       31.1   Section 302 Certification of Chief Executive Officer       31.2   Section 302 Certification of Chief Financial Officer       32.1   Section 906 Certification of Chief Executive Officer and Chief Financial Officer       101.INS   Inline XBRL Instance Document – the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document       101.SCH   Inline XBRL Taxonomy Extension Schema with Embedded Linkbases Document       104   Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)         (1) Incorporated by reference to BlackRock’s Current Report on Form 8-K filed on March 14, 2024. (2) Incorporated by reference to BlackRock's Current Report on Form 8-K filed on March 15, 2024. (3) Incorporated by reference to BlackRock's Registration Statement on Form S-3 (Registration No. 333-278583) filed on April 9, 2024. 65   SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.       BLACKROCK, INC.     (Registrant)             By: /s/ Martin S. Small Date: May 7, 2024        Martin S. Small          Senior Managing Director & Chief Financial Officer    (Principal Financial Officer)   66

Predict whether the return of XLB over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: flat

Explanation: The actual 21-day forward return for XLB starting 2024-06-10 was +0.41%, which classifies as 'flat'.


XLRE over past 60 days: cumulative return +9.8%, annualized vol 17.9%. Market regime: sideways.

Question:
Asset: XLRE
Historical prices (past 60 trading days): start=32.23, end=35.37, cumulative_return=+9.8%, annualized_volatility=17.9%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 309.698, 'unemployment': 3.7, 'gdp_growth_qoq': 23082.119, 't10y2y_spread': -0.28, 't10y3m_spread': -1.43, 'breakeven_10y': 2.26, 'hy_oas': 3.59, 'ig_oas': 1.02, 'ted_spread': 0.09, 'mortgage_30y': 6.69, 'vix': 14.350000381469728}
Market regime: sideways
Recent filing/news:
[SEC 10-K BA 2024-01-31] ba-20231231 FALSE 2023 FY BOEING CO 0000012927 http://fasb.org/us-gaap/2023#Revenues http://fasb.org/us-gaap/2023#Revenues http://fasb.org/us-gaap/2023#Revenues http://fasb.org/us-gaap/2023#LongTermDebtAndCapitalLeaseObligations http://fasb.org/us-gaap/2023#LongTermDebtAndCapitalLeaseObligations http://fasb.org/us-gaap/2023#LiabilitiesCurrent http://fasb.org/us-gaap/2023#LiabilitiesCurrent http://fasb.org/us-gaap/2023#OtherLiabilitiesNoncurrent http://fasb.org/us-gaap/2023#OtherLiabilitiesNoncurrent http://fasb.org/us-gaap/2023#DebtCurrent http://fasb.org/us-gaap/2023#DebtCurrent P3Y http://fasb.org/us-gaap/2023#OtherAssetsCurrent http://fasb.org/us-gaap/2023#OtherAssetsCurrent http://fasb.org/us-gaap/2023#AccruedLiabilitiesCurrent http://fasb.org/us-gaap/2023#AccruedLiabilitiesCurrent 0000012927 2023-01-01 2023-12-31 0000012927 2023-12-31 iso4217:USD 0000012927 2024-01-24 xbrli:shares 0000012927 us-gaap:ProductMember 2023-01-01 2023-12-31 0000012927 us-gaap:ProductMember 2022-01-01 2022-12-31 0000012927 us-gaap:ProductMember 2021-01-01 2021-12-31 0000012927 us-gaap:ServiceMember 2023-01-01 2023-12-31 0000012927 us-gaap:ServiceMember 2022-01-01 2022-12-31 0000012927 us-gaap:ServiceMember 2021-01-01 2021-12-31 0000012927 2022-01-01 2022-12-31 0000012927 2021-01-01 2021-12-31 iso4217:USD xbrli:shares 0000012927 2022-12-31 0000012927 2021-12-31 0000012927 2020-12-31 0000012927 us-gaap:CommonStockMember 2020-12-31 0000012927 us-gaap:AdditionalPaidInCapitalMember 2020-12-31 0000012927 us-gaap:TreasuryStockCommonMember 2020-12-31 0000012927 us-gaap:RetainedEarningsMember 2020-12-31 0000012927 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2020-12-31 0000012927 us-gaap:NoncontrollingInterestMember 2020-12-31 0000012927 us-gaap:RetainedEarningsMember 2021-01-01 2021-12-31 0000012927 us-gaap:NoncontrollingInterestMember 2021-01-01 2021-12-31 0000012927 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2021-01-01 2021-12-31 0000012927 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0000012927 srt:MinimumMember us-gaap:DevelopedTechnologyRightsMember 2023-12-31 0000012927 [...TRUNCATED...] 02 of Sarbanes-Oxley Act of 2002 31.2 Certification of Chief Financial Officer pursuant to Section 302 of Sarbanes-Oxley Act of 2002 32.1 Certification of Chief Executive Officer pursuant to Section 906 of Sarbanes-Oxley Act of 2002 32.2 Certification of Chief Financial Officer pursuant to Section 906 of Sarbanes-Oxley Act of 2002 97 The Bo eing C ompany Clawback Policy 99.1 Commercial Program Method of Accounting (Exhibit (99)(i) to the Company’s Form 10-K for the year ended December 31, 1997) 101.SCH XBRL Taxonomy Extension Schema Document 101.CAL XBRL Taxonomy Extension Calculation Linkbase Document 101.DEF XBRL Taxonomy Extension Definition Linkbase Document 101.LAB XBRL Taxonomy Extension Label Linkbase Document 101.PRE XBRL Taxonomy Extension Presentation Linkbase Document 104 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document contained in Exhibit 101 * Management contract or compensatory plan In accordance with Item 601(b)(4)(iii)(A) of Regulation S-K, copies of certain instruments defining the rights of holders of long-term debt of the Company are not filed herewith. Pursuant to this regulation, we hereby agree to furnish a copy of any such instrument to the SEC upon request. Item 16. Form 10-K Summary None. 126 Table of Contents Signatures Pursuant to the requirements of Section 13 of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized, on January 31, 2024. THE BOEING COMPANY (Registrant) By:   /s/ Michael J. Cleary   Michael J. Cleary – Senior Vice President and Controller 127 Table of Contents Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities indicated on January 31, 2024. /s/ David L. Calhoun /s/ Akhil Johri David L. Calhoun – President and Chief Executive Officer and Director Akhil Johri – Director (Principal Executive Officer) /s/ Brian J. West /s/ David L. Joyce Brian J. West – Executive Vice President and Chief Financial Officer David L. Joyce – Director (Principal Financial Officer) /s/ Michael J. Cleary /s/ Lawrence W. Kellner Michael J. Cleary – Senior Vice President and Controller Lawrence W. Kellner – Chair of the Board (Principal Accounting Officer) /s/ Robert A. Bradway /s/ Steven M. Mollenkopf Robert A. Bradway – Director Steven M. Mollenkopf – Director /s/ Lynne M. Doughtie /s/ John M. Richardson Lynne M. Doughtie – Director John M. Richardson – Director /s/ David L. Gitlin /s/ Sabrina Soussan David L. Gitlin – Director Sabrina Soussan – Director /s/ Lynn J. Good /s/ Ronald A. Williams Lynn J. Good – Director Ronald A. Williams – Director /s/ Stayce D. Harris Stayce D. Harris – Director 128

Predict whether the return of XLRE over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for XLRE starting 2024-02-01 was +1.91%, which classifies as 'positive'.


DBA over past 60 days: cumulative return +8.1%, annualized vol 11.9%. Market regime: sideways.

Question:
Asset: DBA
Historical prices (past 60 trading days): start=23.69, end=25.61, cumulative_return=+8.1%, annualized_volatility=11.9%
Macro context: {'fed_funds_rate': 4.33, 'cpi_yoy': 317.604, 'unemployment': 4.1, 'gdp_growth_qoq': 23586.542, 't10y2y_spread': 0.3, 't10y3m_spread': 0.19, 'breakeven_10y': 2.35, 'hy_oas': 2.86, 'ig_oas': 0.82, 'ted_spread': 0.09, 'mortgage_30y': 6.72, 'vix': 14.270000457763672}
Market regime: sideways

Predict whether the return of DBA over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for DBA starting 2024-12-25 was +4.23%, which classifies as 'positive'.


SOL-USD over past 60 days: cumulative return -18.3%, annualized vol 49.0%. Market regime: sideways.

Question:
Asset: SOL-USD
Historical prices (past 60 trading days): start=24.54, end=20.04, cumulative_return=-18.3%, annualized_volatility=49.0%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.276, 'unemployment': 3.7, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.71, 't10y3m_spread': -1.17, 'breakeven_10y': 2.37, 'hy_oas': 3.82, 'ig_oas': 1.21, 'ted_spread': 0.09, 'mortgage_30y': 7.18, 'vix': 14.109999656677246}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-09-19]

Predict whether the return of SOL-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for SOL-USD starting 2023-09-20 was +8.38%, which classifies as 'positive'.


BNB-USD over past 60 days: cumulative return -0.4%, annualized vol 38.0%. Market regime: sideways.

Question:
Asset: BNB-USD
Historical prices (past 60 trading days): start=308.91, end=307.70, cumulative_return=-0.4%, annualized_volatility=38.0%
Macro context: {'fed_funds_rate': 5.08, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.5, 't10y3m_spread': -1.68, 'breakeven_10y': 2.16, 'hy_oas': 4.81, 'ig_oas': 1.49, 'ted_spread': 0.09, 'mortgage_30y': 6.35, 'vix': 16.93000030517578}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-11]

Predict whether the return of BNB-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: flat

Explanation: The actual 21-day forward return for BNB-USD starting 2023-05-12 was -0.38%, which classifies as 'flat'.


ETH-USD over past 60 days: cumulative return +21.7%, annualized vol 46.1%. Market regime: sideways.

Question:
Asset: ETH-USD
Historical prices (past 60 trading days): start=1564.47, end=1904.65, cumulative_return=+21.7%, annualized_volatility=46.1%
Macro context: {'fed_funds_rate': 4.83, 'cpi_yoy': 303.334, 'unemployment': 3.6, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.51, 't10y3m_spread': -1.68, 'breakeven_10y': 2.2, 'hy_oas': 4.79, 'ig_oas': 1.45, 'ted_spread': 0.09, 'mortgage_30y': 6.43, 'vix': 18.34000015258789}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-05-03]

Predict whether the return of ETH-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for ETH-USD starting 2023-05-04 was -3.82%, which classifies as 'negative'.


BTC-USD over past 60 days: cumulative return +0.1%, annualized vol 37.9%. Market regime: bull.

Question:
Asset: BTC-USD
Historical prices (past 60 trading days): start=64926.64, end=64960.30, cumulative_return=+0.1%, annualized_volatility=37.9%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.044, 'unemployment': 4.1, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.47, 't10y3m_spread': -1.28, 'breakeven_10y': 2.21, 'hy_oas': 3.24, 'ig_oas': 0.96, 'ted_spread': 0.09, 'mortgage_30y': 6.95, 'vix': 12.300000190734863}
Market regime: bull
Recent filing/news:
[Kaggle 2023-12-19]

Predict whether the return of BTC-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for BTC-USD starting 2024-06-20 was -11.54%, which classifies as 'negative'.


TLH over past 60 days: cumulative return -3.0%, annualized vol 10.5%. Market regime: sideways.

Question:
Asset: TLH
Historical prices (past 60 trading days): start=95.12, end=92.22, cumulative_return=-3.0%, annualized_volatility=10.5%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.175, 'unemployment': 3.9, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.29, 't10y3m_spread': -0.88, 'breakeven_10y': 2.37, 'hy_oas': 3.16, 'ig_oas': 0.9, 'ted_spread': 0.09, 'mortgage_30y': 7.22, 'vix': 14.68000030517578}
Market regime: sideways

Predict whether the return of TLH over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for TLH starting 2024-05-03 was +1.93%, which classifies as 'positive'.


BNB-USD over past 60 days: cumulative return +2.3%, annualized vol 41.6%. Market regime: sideways.

Question:
Asset: BNB-USD
Historical prices (past 60 trading days): start=305.96, end=312.87, cumulative_return=+2.3%, annualized_volatility=41.6%
Macro context: {'fed_funds_rate': 4.83, 'cpi_yoy': 302.845, 'unemployment': 3.4, 'gdp_growth_qoq': 22580.499, 't10y2y_spread': -0.58, 't10y3m_spread': -1.56, 'breakeven_10y': 2.25, 'hy_oas': 4.84, 'ig_oas': 1.46, 'ted_spread': 0.09, 'mortgage_30y': 6.28, 'vix': 18.39999961853028}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-04-09]

Predict whether the return of BNB-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for BNB-USD starting 2023-04-10 was +3.25%, which classifies as 'positive'.


XLP over past 60 days: cumulative return -2.2%, annualized vol 9.4%. Market regime: sideways.

Question:
Asset: XLP
Historical prices (past 60 trading days): start=68.05, end=66.55, cumulative_return=-2.2%, annualized_volatility=9.4%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.276, 'unemployment': 3.7, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.72, 't10y3m_spread': -1.29, 'breakeven_10y': 2.33, 'hy_oas': 3.85, 'ig_oas': 1.23, 'ted_spread': 0.09, 'mortgage_30y': 7.12, 'vix': 13.84000015258789}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-09-08] ["What Lies Ahead for Apple ETFs After iPhone Use Ban? The tech giant Apple Inc. AAPL shed nearly $200 billion in market value in just two days amid the reports of China planning to expand a ban on the use of iPhones to government-backed agencies and state companies. Notably, China is Apple\u2019s third-largest market, accounting for 18% of the company\u2019s total revenues last year. The Wall Street Journal disclosed on Wednesday that Beijing had issued a directive instructing officials within central government agencies not to bring iPhones into their workplaces or use them for professional purposes. Bloomberg News later reported that this prohibition could extend to employees of state-owned enterprises and government-affiliated institutions. Bernstein analyst believes an iPhone ban on all Chinese government employees could cut Apple's phone sales in China by as much as 5%. However, most analysts are also calling the reaction overblown, considering China is a much larger market beyond government agencies. Wedbush Securities thinks the ban would affect less than 5,00,000 iPhones of the roughly 45 million he expects to be sold in the country over the next 12 months. The rumored restriction on iPhones comes closely after Huawei, a Chinese tech giant, launched its new premium smartphone. Bank of America analysts found the timing of these events to be noteworthy. Growth Prospects One of the primary motivations to invest in Apple is its dominant presence in the consumer tech landscape, positioning it favorably for expansion into rapidly growing sectors like artificial intelligence (AI) and virtual/augmented reality (VR/AR). These areas are anticipated to see compound annual growth rates exceeding 30% until 2030 (read: Guide to Artificial Intelligence ETFs). Historically, Apple has demonstrated an ability to penetrate new markets and swiftly capture significant market share. With the recent launch of its VR/AR headset, the Vision Pro, in June, Apple's growth potential seems even more promising. Additionally, the iPhone maker is expanding into new markets. Apple's Services segment, which includes the App Store, iCloud, Apple Music, Apple TV+ and Apple Arcade, has been a significant growth driver. With a growing global user base, these services are expected to generate massive revenues. Solid Zacks Estimates Apple boasts the world\u2019s highest stock market valuation, at nearly $2.8 trillion. It has seen positive earnings estimate revision of a penny for both the current and the next fiscal year over the past 30 days. Apple currently has an average brokerage recommendation (ABR) of 1.64 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations made by 29 brokerage firms. The current ABR compares to an ABR of 1.64 a month ago based on 29 recommendations. Of the 29 recommendations deriving the current ABR, 18 are Strong Buy and three are Buy. Strong Buy and Buy, respectively, account for 62.07% and 10.34% of all rec

Predict whether the return of XLP over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for XLP starting 2023-09-11 was -6.16%, which classifies as 'negative'.


MATIC-USD over past 60 days: cumulative return +6.3%, annualized vol 71.6%. Market regime: sideways.

Question:
Asset: MATIC-USD
Historical prices (past 60 trading days): start=0.83, end=0.89, cumulative_return=+6.3%, annualized_volatility=71.6%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 313.023, 'unemployment': 3.9, 'gdp_growth_qoq': 23286.508, 't10y2y_spread': -0.42, 't10y3m_spread': -0.9, 'breakeven_10y': 2.4, 'hy_oas': 3.1, 'ig_oas': 0.89, 'ted_spread': 0.09, 'mortgage_30y': 6.82, 'vix': 15.800000190734863}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-12-19]

Predict whether the return of MATIC-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for MATIC-USD starting 2024-04-11 was -17.98%, which classifies as 'negative'.


DOT-USD over past 60 days: cumulative return -20.2%, annualized vol 28.1%. Market regime: sideways.

Question:
Asset: DOT-USD
Historical prices (past 60 trading days): start=5.11, end=4.07, cumulative_return=-20.2%, annualized_volatility=28.1%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 307.276, 'unemployment': 3.7, 'gdp_growth_qoq': 22840.989, 't10y2y_spread': -0.45, 't10y3m_spread': -0.97, 'breakeven_10y': 2.39, 'hy_oas': 4.09, 'ig_oas': 1.23, 'ted_spread': 0.09, 'mortgage_30y': 7.31, 'vix': 17.34000015258789}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-09-28]

Predict whether the return of DOT-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: negative

Explanation: The actual 21-day forward return for DOT-USD starting 2023-09-29 was -8.73%, which classifies as 'negative'.


LINK-USD over past 60 days: cumulative return +91.5%, annualized vol 64.8%. Market regime: sideways.

Question:
Asset: LINK-USD
Historical prices (past 60 trading days): start=6.38, end=12.23, cumulative_return=+91.5%, annualized_volatility=64.8%
Macro context: {'fed_funds_rate': 5.33, 'cpi_yoy': 308.148, 'unemployment': 3.7, 'gdp_growth_qoq': 23033.78, 't10y2y_spread': -0.26, 't10y3m_spread': -0.96, 'breakeven_10y': 2.39, 'hy_oas': 4.04, 'ig_oas': 1.29, 'ted_spread': 0.09, 'mortgage_30y': 7.49, 'vix': 14.90999984741211}
Market regime: sideways
Recent filing/news:
[Kaggle 2023-11-05]

Predict whether the return of LINK-USD over the next 21 trading days will be: positive (>+1%), negative (<-1%), or flat (within ±1%).

Answer: positive

Explanation: The actual 21-day forward return for LINK-USD starting 2023-11-06 was +9.16%, which classifies as 'positive'.