Trading the stockmarket (NO Referrals)

[silversurfer]

There is a time to transition and its towards the end of a career where you know the flow of cash is coming back out, then the weight should be shifted onto more cash based assets like bonds. The pensioners who bought SXX at the same time as needing a yield were all the way wrong unfortunately, I'll always recommend paying down house debt as correct for any doubts where to place cash that'd be it.
Problem with bonds is they have never been more highly valued rising since Reagan was President and taking a more risky grade is not a great choice. i hold a non dollar sovereign bond fund but its risky I'd say.
Dollar cost averaging should work out for anyone still building a fund.

on the top companies in the US.

Problem is the companies will likely succeed, the global tech giants probably continue over decades. That 2001 fallout lasted so long but was a great time to keep investing. Theres lots of other good sectors for USA as well and they are global quite often, oil and gas in USA is enough to qualify them into OPEC. They have too much natural gas it seems, I wish they'd export more, use it in trucks, etc. (I rate this efficient use over Tesla tbh)
Problem is the pricing to the majority of stocks is so high so the company will be fine and they benefit from this valuation but Im not sure the equity holder always will. Cash is trash is the bottom line and its deliberate policy I wonder when or how it ends.

 

[TangoEchoAlpha]

Waiting to see how well Apple weather the Coronavirus impact - the outbreak in Korea can't be good (on any level) and from what I've read, analysts suggest the Coronavirus is going to delay their next budget phone, a possible successor to the iPhone SE.

 

[Fusion]

Bit quieter in here now we’ve had a few rough days

Should tell you that the short term game isn’t easy. Means more buying opportunities though.

 

[Efour]

I made a tidy packet since January and in the past few days it's just melting.

I was looking at booking a month on a cross USA holiday but I dithered and....poof, its gone.

 

[inferno]

Bit quieter in here now we’ve had a few rough days

Should tell you that the short term game isn’t easy. Means more buying opportunities though.

Yes, down 20K in 2 days haha. It will pick up again though so no bother

 

[booyaka]

sit tight - markets had a good last 12 months, some profit taking and coronavirus fears and causing some issues but nothing to be concerned about.

 

[Efour]

sit tight - markets had a good last 12 months, some profit taking and coronavirus fears and causing some issues but nothing to be concerned about.

i just banked mine i wish i did on Monday when i got spooked, but no im so bad at this i thought it might be fine.
i am not going to look at this for another month, or when people start screaming in my ear.

 

[silversurfer]

Joe Weisenthal

@TheStalwart

Incredible chart from Deutsche Bank's Torsten Slok. This is the fastest stock market correction in history

 

[R.P.L]

Wait until liquidity dries up again with the amount of corporate debt out there now. The Fed had better be warming up their cash printing machines

 

[Delta3D]

Just getting into trading CFD's currently. I've seen so many contradictions about signal services. Has anyone had experience with trading CFD's through signals from say a £100 account? Would appreciate any suggestions for signal services if positive outcomes.

 

[regulus]

Yikes. Paid no attention the news as always, opened my investment dashboard this morning and immediately feels like I've been booted in the giant peaches. SPY down another 4%+ today too. Won't be surprised if I'm down about 30-40k by this time next week. Especially with the past two days' red ink still to bleed through on my investment numbers.

Oh well, the bull train felt good while it lasted

 

[Uther]

Wonder how far it will drop, that's the big question.

 

[Trusty]

Just getting into trading CFD's currently. I've seen so many contradictions about signal services. Has anyone had experience with trading CFD's through signals from say a £100 account? Would appreciate any suggestions for signal services if positive outcomes.

long gold

 

[Trusty]

Wait until liquidity dries up again with the amount of corporate debt out there now. The Fed had better be warming up their cash printing machines

Not sure how much difference it'll make when supply chains are decimated.

We basically have a stagflation situation on the horizon, inflation if CB's step in with QE and lower demand due to supply chain issues.

 

[regulus]

Wonder how far it will drop, that's the big question.

Have a gut feeling that we're in for a 20-40% drop. And that's just me guessing. Or what I'm hoping for . These fake highs needed a bit of dusting off and spring cleaning. Futures showed a 1% positive on SPY before today's 4% drop. Futures showing that the SPY is going to open negative tomorrow. Today I've been watching a bit of the SPY and DOW tick in real time, the SPY was swinging as wildly as I've ever seen it.

TBH, give me my recession-medicine in one big serving. I'll take -40% right now. I hate the continuous little drops with a smattering of 2-5% gains intermittently

 

[413x]

Wonder how far it will drop, that's the big question.

A long way I think

 

[StriderX]

Could this theoretically set off one of those naughty bubbles that have been creeping about? I'm sure there's enough resilience with banking, but i'm sure i've read some things involving fintec or VC surrounding tech startups in general. Then there's all that financing that seems to be going on for consumer goods, cars and what have you.

 

[Trusty]

Could this theoretically set off one of those naughty bubbles that have been creeping about? I'm sure there's enough resilience with banking, but i'm sure i've read some things involving fintec or VC surrounding tech startups in general. Then there's all that financing that seems to be going on for consumer goods, cars and what have you.

It's not going to create the bubble, Coronavirus could be the pin that pops everything though. Basel III leverage ratios will help the financial sector, so it won't be the same type of crash like 08. Autoloans could be a problem, there has been a resurgence of CDO's like 08, but in the form of CLO's. Corporate debt is the highest its ever been, that's obviously a massive problem. Like i said in a earlier post, the problem the world has is a potential stagflation scenario, lower demand due to supply chain issues combined with potentially a couple rounds of QE (inflation) from central banks. The reliance of China for our goods is not good, countries need to become more self sufficient and protectionist over the coming years i think.

 

[StriderX]

I guess its safe to assume that it means acceleration of physical retail decline, especially since it literally means less people out and about (if it's bad enough), not merely through lack of consumer confidence. Presents some issues for local government earlier than they would have liked i imagine.

Maybe Mike Ashley will continue to buy everything for a £1.

 

[Trusty]

It really depends on what the central banks do, Lagarde has already thrown water on QE from the ECB, the FED will be similar, but i'm not sure how long that'll stick with massive leveraged corporate debt. With junk bond yields rising, there will be higher borrowing costs, which will be fatal to those companies which are debt ridden. No doubt there will be a rate cut, growth is tepid in the west and interest rates are near zero. there is literally nowhere to go with traditional monetary policy.

Enter MMT and QE eh