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 USA Stock Discussion v6, Midterm Elections! U.S. Jobs Report!

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AVFAN
post Mar 23 2015, 06:42 PM

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QUOTE(yok70 @ Mar 22 2015, 12:43 AM)
currently i have some usd ready to buy.
not for me, i prefer to wait a little longer for usd to drop (or rm to rebound). unless the stock i want to buy drops above 8% to cover the weak rm.
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nice to hv usd on standby.

rm gained (3.685) this morning but weakened by closing. (3.695).

well, better than 3.73 last fri.

nasi lemak ready.... will stay up tonite! laugh.gif
AVFAN
post Mar 24 2015, 09:55 AM

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nothing exciting last session, failed to see any buy, so...zzzzz....

one thing, can see the usd weakening last 2 days, may continue a bit more - think some $ bulls unwinding large long positions.

this week will see jobs reports, gdp est., may get volatile - chance to buy/sell.

i'll be ready! laugh.gif
AVFAN
post Mar 24 2015, 10:33 PM

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been watching for an hr...

rm's relatively strong today at 3.6625 buying, but nothing on my watchlist went down. sad.gif

cpi, manufacturing, housing data all came out fair-good.


dan, u may wanna consider taking profit on xle. i took whatever little profit i could, all of it!
oil's looking worse as the weeks go by...
http://www.etftrends.com/2015/03/energy-et...arnings-season/
http://www.bloomberg.com/news/articles/201...torage-runs-out
AVFAN
post Mar 24 2015, 10:47 PM

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QUOTE(yok70 @ Mar 24 2015, 10:41 PM)
brows.gif
*
still hopeful. laugh.gif
AVFAN
post Mar 26 2015, 01:51 AM

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QUOTE(morning06 @ Mar 26 2015, 12:50 AM)
been busy lately, so can't watch the market and day trade.

holding some position... overall in red shakehead.gif
wats with today dip  shocking.gif
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weak durable goods data, weaker dollar.

also a lot of digestion on rate news, bond yields still soft...

good chance to buy anything u want now! biggrin.gif
AVFAN
post Mar 26 2015, 10:45 AM

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oil/energy will be interesting. while crude stocks are approaching physical storage limits, we now have this!

Crude steady after Saudi launches military operation in Yemen
http://www.cnbc.com/id/102535687
AVFAN
post Mar 26 2015, 02:21 PM

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will hv to watch closely next few sessions.

there is lot of nervousness with coming earnings report season - many with foreign earnings->strong usd will mean poor earnings.

also, last night's meltdown in biotech n semicond... what does that mean...?
AVFAN
post Mar 26 2015, 06:45 PM

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QUOTE(yok70 @ Mar 26 2015, 03:21 PM)
they had good rally recently. so....  biggrin.gif
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bear arrived.

bear-bear expected tonite.

dow futures -1%, s&P - 0.8%, nasdaq -1.2%.

happy hunting! laugh.gif
AVFAN
post Mar 27 2015, 12:21 AM

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took a nap, came back n saw quite a turnaround!

n looks like the yemen bombing effect has fizzled on oil/energy sector...
AVFAN
post Mar 27 2015, 01:25 AM

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QUOTE(danmooncake @ Mar 27 2015, 12:27 AM)
We need more airstrikes.. for oil to go back up.  tongue.gif
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actually, there r us airstrikes on isis in iraq now.

will be tough for oil price to rebound significantly so quickly - simply too much supply vs demand.

if and when storage actually runs out in a few months, that will be unchartered territory...



hope indices end positive today. been too many sessions like this of late: laugh.gif

user posted image

This post has been edited by AVFAN: Mar 27 2015, 01:31 AM
AVFAN
post Mar 27 2015, 10:54 AM

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QUOTE(yok70 @ Mar 27 2015, 02:24 AM)
you prefer bull now? i opposite. for overall market lah. as for oil, i prefer bull.  laugh.gif
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1st qtr 2015 - djia, s&p500, nasdaq all flat.

so... no bull, no bear, boring!

only gain is exchange rate! laugh.gif

This post has been edited by AVFAN: Mar 27 2015, 10:55 AM
AVFAN
post Mar 27 2015, 04:07 PM

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QUOTE(yok70 @ Mar 27 2015, 03:54 PM)
exchange rate is an investment for sure, otherwise won't have those FF talks.  laugh.gif
since last 2 years i massively moving my rm investment into usd and hkd because of exchange rate too.  icon_rolleyes.gif
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nod.gif


yellen speaking just before fri closing. but unlikely she'll say much.

still, better get the coffee ready... laugh.gif
AVFAN
post Mar 27 2015, 10:53 PM

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QUOTE(danmooncake @ Mar 27 2015, 10:38 PM)
I need XLE to go to $80 to get more profits.  tongue.gif
*
xle didn't make me much money.

now, my eyes glued to xlv - this one's doing a lot better! biggrin.gif



indices red/green, in/out... all waiting for yellen later, i suppose.

think better get some sleep n late night supper first. laugh.gif
AVFAN
post Mar 28 2015, 03:36 AM

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kinda scary news...! blink.gif

QUOTE
Investors flee market at crisis-level pace
Jeff Cox | @JeffCoxCNBCcom
4 Hours Ago
CNBC.com

Recent market volatility has sent stock market investors rushing for the exits and into cash.

Outflows from equity-based funds in 2015 have reached their highest level since 2009, thanks to a seesaw market that has come under pressure from weak economic data, a stronger dollar and the the prospect of monetary tightening.

Funds that invest in stocks have seen $44 billion in outflows, or redemptions, year to date, according to Bank of America Merrill Lynch. Equity funds have seen outflows in five of the last six weeks, including $6.1 billion in just the last week.

U.S. equities have been particularly hard-hit, with the group surrendering $10.8 billion last week, BofAML reported.

To be sure, the trend could be interpreted as a buy signal. In 2009, the stock market was in the throes of a 60 percent Great Recession plunge that led to unprecedented levels of stimulus from the Federal Reserve—and the birth of a huge bull market that has pushed stocks up more than 200 percent.

The moves out of equities come as the S&P 500 has been essentially flat for the year, though getting there has seen numerous dips and spikes. The Dow industrials are off about 0.8 percent in 2015, while the Nasdaq tech barometer has been the strongest of the three major indexes, gaining 2.7 percent.

Read MoreThese hot tech stocks are 'criminally underinvested'

Funds focused on cash and investment-grade and government bonds gathered $12 billion in assets last week.

Money market funds have just shy of $2.7 trillion in assets despite their promise of basically zero yield, according to the Investment Company Institute. That number has stayed essentially flat over the past year.

Bond funds have seen 12 straight weeks of inflows; those focused on higher-quality debt have had 66 straight weeks of inflows.

Trends in the $2.1 trillion exchange-traded fund industry help show investors' mentality.

Read MoreThis is not the 'big one' yet: Analyst on selloff

The biggest outflows—by far—have come from the most popular ETF, the $193 billion SPDR S&P 500 plain-vanilla fund that tracks the index of the same name. The "Spider" as it is called has surrendered $26.1 billion this year, more than eight times the second-biggest outflow victim, the iShares MSCI Emerging Markets fund, which has given up $3.2 billion, according to ETF.com.

Funds with the biggest inflows for 2015 are two that hedge against currency risk, a common theme in a year when the dollar has surged 8 percent against a trade-weighted basket of its global competitors.

The WisdomTree Europe Hedged Equity fund has attracted $9.8 billion, while the Deutsche X-trackers MSCI EAFE Hedged Equity fund has pulled in $4.7 billion. The funds have posted respective gains of 18.2 percent and 12 percent.
http://www.cnbc.com/id/102541062

AVFAN
post Mar 29 2015, 07:20 PM

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QUOTE(Brother J @ Mar 29 2015, 07:04 AM)
several facts recap for this week

- Venture Capital sideline cash sitting at more than $1trillion USD
- "Respected" trader blogs out shouting cautious on more downside possibly next weeks/months
- SPY sitting at inflicting point and shorts are lining up like armageddon hitting planet Earth with limit orders below critical 3/11 low
- Dumb moneys (retail traders, individuals,or weak hands) are remaining optimistic
What I think:
- Since belong to the dumb money folks, longing SPY rclxub.gif
- Hedg funds longing Euro is a good sign
- more upside than downside next week ending 2nd April 2015
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sweat.gif

was thinking of buying more spy...

anyway, been watching some midcap nasdaq counters... boy... swing of 7-8% in one session!! laugh.gif
AVFAN
post Mar 31 2015, 01:08 AM

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good data, biotech m&a...

all systems green. many big gains. energy too.

djia should close above 18k (again).

can sleep early tonight. biggrin.gif
AVFAN
post Mar 31 2015, 10:29 AM

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QUOTE(danmooncake @ Mar 31 2015, 06:41 AM)
Nice bulls! Sold some calls against the commons - just to pocket some extra money for this short week of trading.  laugh.gif
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fat bull!

aapl getting juicy again. laugh.gif

energy/oil sector may get jerky tonite - today is iran deal deadline.
AVFAN
post Mar 31 2015, 06:56 PM

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choppy session ahead...

qtr closing, iran oil deal, greek saga...

AVFAN
post Apr 1 2015, 10:17 PM

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1 bull, 2 bears. 2 bears, 1 bull.

life is hard...!! laugh.gif

AVFAN
post Apr 3 2015, 12:46 AM

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small bull...

big news is...

QUOTE
Iran statement to say talks can continue to June 30: Report

European Union and Iranian officials are expected to say Thursday that nuclear talks have made enough progress to continue negotiations until June 30, Reuters reported. A joint statement is slated for about 1 p.m. ET, according to reports.


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