USA Stock Discussion v8, Brexit: What happens now?
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 Nov 6 2023, 05:21 PM
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4,491 posts Joined: Mar 2014  
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QUOTE(Hansel @ Nov 6 2023, 05:19 PM) Yeah,... I did also put into USD FD and stretched out as far as possible,... But I must also carry in my mind,... the Reinvestment Risk. When my FD matures and the US REITs and shares have all run-up,.. I'm stuck. Thats why i prefer money market than FD..can liquidate anytime. |
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Nov 6 2023, 05:22 PM
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9,361 posts Joined: Aug 2010
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QUOTE(xander2k8 @ Nov 6 2023, 12:38 PM) Yes next year 🤦♀️ but if the both wars accelerating during winter 🤦♀️ expect cuts sooner When cut is not my concern,........ Everybody is ready to WIN ! But of course, I hoped my SG Bank and HSBC share prices and dividends do not drop when Feds starts cutting. Inflation will spike up during Winter but the current upcoming core CPI whether will factor in That is why the next 2 CPI reading is important to see whether they will hike in Dec but he will still hawkish even if there is not a hike in Dec I think,... Feds is reluctant to raise already !!!!!!!!!!!!!!!! Let's see. If I'm right,... I'll release the reasons for saying the above this evening. |
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Nov 6 2023, 05:23 PM
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9,361 posts Joined: Aug 2010
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QUOTE(Cubalagi @ Nov 6 2023, 05:21 PM) Thats why i prefer money market than FD..can liquidate anytime. Money mkt still got risk in case the nav drops,... especially when your amt is large.I will agree with you if you say : That's why I don't buy T-bill and SSBs,.... |
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Nov 6 2023, 11:54 PM
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Senior Member
4,665 posts Joined: Jan 2003
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QUOTE(Hansel @ Nov 6 2023, 05:22 PM) When cut is not my concern,........ Everybody is ready to WIN ! But of course, I hoped my SG Bank and HSBC share prices and dividends do not drop when Feds starts cutting. You should be worried when your SG banks and HSBC is not performing when rates are cut 🤦♀️ because the business is not growing and revenue is slowing down I think,... Feds is reluctant to raise already !!!!!!!!!!!!!!!! Let's see. If I'm right,... I'll release the reasons for saying the above this evening. If you just depends on your banks to have good NIM only 🤦♀️ then your shares are in big trouble |
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Nov 7 2023, 02:03 AM
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur
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QUOTE(Cubalagi @ Nov 6 2023, 04:46 PM) I dont really care about Nov 22 to now. Not in the game of predicting market moves so that would be a dumb question. But im not invested in the US stock market for 5% gains and so far ive been on a good run for years with Big Tech. You can either choose to listen or you can follow your own path but just avoid coming up with some excuse in 2024 when you see the market outperforming your 5% money market return.I more interested in now to Nov 2024. If u can tell me the stock market return for that period I much appreciate. |
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Nov 7 2023, 03:50 AM
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9,361 posts Joined: Aug 2010
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QUOTE(xander2k8 @ Nov 6 2023, 11:54 PM) You should be worried when your SG banks and HSBC is not performing when rates are cut 🤦♀️ because the business is not growing and revenue is slowing down When rates are cut, loans growth will start to take over the revenue-generating work for the banks. Secondly, fee income will also pick-up as investors start coming back into the equities scene with low interest rates for their fixed income instruments. These two sources will be able to offset the drop in net interest income. If you just depends on your banks to have good NIM only 🤦♀️ then your shares are in big trouble I have bought my banks at adequately-low prices, and with low holding-prices, my safety margin will be there shld the share price retreats when rates are cut. This is also why,... I am reluctant to average UP even when I see there is so much potential for the banks to do well this year and in 2024. Such in the above is my strategy to 'play' the banks. |
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Nov 7 2023, 01:28 PM
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#13187
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4,665 posts Joined: Jan 2003
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QUOTE(Hansel @ Nov 7 2023, 03:50 AM) When rates are cut, loans growth will start to take over the revenue-generating work for the banks. Secondly, fee income will also pick-up as investors start coming back into the equities scene with low interest rates for their fixed income instruments. These two sources will be able to offset the drop in net interest income. As long as you are buying low and there is a buffer then you should worry less but you should see US banks now 🤦♀️ are even lower than earlier this year after regional bank debacle I have bought my banks at adequately-low prices, and with low holding-prices, my safety margin will be there shld the share price retreats when rates are cut. This is also why,... I am reluctant to average UP even when I see there is so much potential for the banks to do well this year and in 2024. Such in the above is my strategy to 'play' the banks. Asian banks are much safer because their cash buffer is high and they can institute share dividends or buybacks to offset their weaker prices |
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Nov 7 2023, 02:12 PM
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#13188
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4,665 posts Joined: Jan 2003
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QUOTE(cybermaster98 @ Nov 7 2023, 02:03 AM) Not in the game of predicting market moves so that would be a dumb question. But im not invested in the US stock market for 5% gains and so far ive been on a good run for years with Big Tech. You can either choose to listen or you can follow your own path but just avoid coming up with some excuse in 2024 when you see the market outperforming your 5% money market return. Good advise there 👏 at least sensible person not too much in cash on hand 🤦♀️ while losing out oppurtunities in the market |
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Nov 7 2023, 07:35 PM
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8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Air Products and Chemicals, the world's 3rd largest industrial gas producer, reporting results today: https://investors.airproducts.com/earnings wongmunkeong liked this post
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Nov 7 2023, 09:34 PM
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8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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WSJ FINANCE | BANKING Big Banks Cook Up New Way to Unload Risk Banks are selling risk to hedge funds, private-equity firms through so-called synthetic risk transfers https://www.wsj.com/finance/banking/bank-sy...share_permalink ------------------------------------- WSJ HEALTH | PHARMA How Ozempic Maker Novo Nordisk’s Very Danish Capitalism Fueled Its Success, and Its Stumbles The company’s culture and particular structure have put constraints on it as demand for obesity drugs grows https://www.wsj.com/health/pharma/novo-nord...share_permalink -------------------------------------- WSJ NEWS EXCLUSIVE Your Next Airbnb Host Could Be a Private-Equity Firm TPG’s purchase of single-family homes in Florida, which it rents out nightly, shows how travel habits are evolving https://www.wsj.com/finance/investing/your-...share_permalink ----------------------------------------- WSJ NEWS EXCLUSIVE | DEALS Vivid Seats Makes Big Bet on Las Vegas Ticket marketplace is paying roughly $240 million in cash-and-stock deal for Vegas.com https://www.wsj.com/business/deals/vivid-se...share_permalink -------------------------------------------- WSJ NEWS EXCLUSIVE | LUXURY HOMES The Las Vegas Area’s Most Expensive Home Is Up For Sale Again The roughly 15,000-square-foot house in Henderson sold for a record $25 million two years ago. Now it’s aiming for an even higher sale price https://www.wsj.com/real-estate/luxury-home...share_permalink -------------------------------------------- For Scientists like me... WSJ SCIENCE Nature Retracts Paper Claiming Discovery of Room-Temperature Superconductor Blockbuster finding would have paved the way for more efficient energy grids, batteries, computers https://www.wsj.com/science/superconductor-...share_permalink ----------------------------------------- WSJ NEWS EXCLUSIVE | NATIONAL SECURITY Intel in Lead to Get Billions for Secure Defense-Chip Facilities Company has emerged as a potential top winner of Chips Act funding https://www.wsj.com/politics/national-secur...share_permalink ------------------------------------------- WSJ HEARD ON THE STREET » Click to show Spoiler - click again to hide... « wongmunkeong liked this post
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Nov 9 2023, 11:11 PM
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8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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(Note for those who have paywall bypass installed: disable to paywall bypass temporarily to read the permalink articles below.)
WSJ NEWS EXCLUSIVE A Possible Winner From WeWork’s Troubles? Adam Neumann The former CEO could leave with a last slug of money, a knock-on effect of the generous terms big investors lavished on tech company founders https://www.wsj.com/real-estate/commercial/...share_permalink ------------------------------- WSJ FINANCE | STOCKS Fintechs Look to Cost Cuts and Layoffs PayPal and Block both said they would trim their expenses, and shares popped afterward https://www.wsj.com/finance/stocks/fintechs...share_permalink ----------------------------------- WSJ NEWS EXCLUSIVE | REGULATION Fed Probes Morgan Stanley’s International Wealth-Management Practices At issue is how the bank vets foreigners and the origins of their money before taking them on as customers https://www.wsj.com/finance/regulation/fed-...share_permalink ------------------------------------ WSJ FINANCE | BANKING How a Banking Capital of the World Botched Its Own Banking Rules Switzerland tried to make its banks safer. Instead, regulators missed opportunities to ensure Credit Suisse’s health. https://www.wsj.com/finance/banking/how-a-b...share_permalink --------------------------------------- WSJ NEWS EXCLUSIVE | FINANCE Goldman Moves to Unload GM Credit Card Bank informed employees Tuesday of process to find new issuer as it retreats from consumer lending https://www.wsj.com/finance/goldman-moves-t...share_permalink ------------------------------------------- WSJ HEARD ON THE STREET » Click to show Spoiler - click again to hide... « This post has been edited by TOS: Nov 9 2023, 11:20 PM |
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Nov 10 2023, 04:10 PM
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8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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Oh my God! Even Warren Buffet also front-run Berkshire's trades...
https://www.propublica.org/article/warren-b...away-ethics-irs Sinchew reports: https://www.sinchew.com.my/news/20231110/finance/5118211 You should trust no one... This post has been edited by TOS: Nov 10 2023, 04:10 PM |
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Nov 10 2023, 04:13 PM
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1,974 posts Joined: Dec 2011
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QUOTE(TOS @ Nov 10 2023, 04:10 PM) Oh my God! Even Warren Buffet also front-run Berkshire's trades... not illegal?https://www.propublica.org/article/warren-b...away-ethics-irs Sinchew reports: https://www.sinchew.com.my/news/20231110/finance/5118211 You should trust no one... |
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Nov 10 2023, 04:42 PM
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8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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QUOTE(ipohps3 @ Nov 10 2023, 04:13 PM) not illegal? It is illegal. But the legal process can be tough. The prosecutor has to prove "beyond reasonable doubt" that he intends to conceal his act of buying/selling through his own account before BRK buys/sells the same counter.Tying to prove you want to own or do something is much more difficult than trying to prove you already own/did something. Such is the issue with high finance... |
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Nov 11 2023, 08:29 AM
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Senior Member
8,667 posts Joined: Aug 2019 From: Penang <-> Singapore
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WSJ SCIENCE | ESSAY
What’s Wrong With Peer Review? A series of high-profile retractions has raised questions about the process used by scientific and medical journals to decide which studies are worthy of publication. https://www.wsj.com/science/whats-wrong-wit...share_permalink ---------------------------- WSJ FINANCE How Risky Is Private Credit? Analysts Are Piecing Together Clues A recent analysis offers a view into the booming market https://www.wsj.com/finance/how-risky-is-pr...share_permalink ----------------------------- WSJ FINANCE Hack at ICBC Targeted the Digital Underbelly of Financial Markets Unit of Industrial and Commercial Bank of China remains unplugged from U.S. markets https://www.wsj.com/finance/hackers-hit-u-s...share_permalink ---------------------------- WSJ FINANCE Moody’s Changes Outlook on U.S. Ratings to Negative Agency says it expects U.S. fiscal deficits to ‘very large’ https://www.wsj.com/finance/moodys-changes-...share_permalink ------------------------------- WSJ FINANCE | HEARD ON THE STREET Private Equity, Now Featuring Less Equity Exposure to the expanding world of private credit has been key for alternative managers https://www.wsj.com/finance/private-equity-...share_permalink --------------------------------- WSJ FINANCE | INVESTING | HEARD ON THE STREET Buy Now, Pay Later Lender Is Surfing the Private Credit Wave Demand for higher-yielding alternative consumer loans is helping out Affirm https://www.wsj.com/finance/investing/buy-n...share_permalink ------------------------------------ WSJ FINANCE | INVESTING | HEARD ON THE STREET Your Money Needs to Go on a Vacation By ignoring foreign markets, American savers could crimp future returns and face more volatility https://www.wsj.com/finance/investing/your-...share_permalink |
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Nov 13 2023, 10:03 AM
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4,491 posts Joined: Mar 2014
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QUOTE(cybermaster98 @ Nov 7 2023, 02:03 AM) Not in the game of predicting market moves so that would be a dumb question. But im not invested in the US stock market for 5% gains and so far ive been on a good run for years with Big Tech. You can either choose to listen or you can follow your own path but just avoid coming up with some excuse in 2024 when you see the market outperforming your 5% money market return. Thats the risk Im accepting. If Im wrong, I will earn "only" 5% or so. If Im right, I will be able to buy stocks cheaper (hopefully much cheaper) than what they are now.Just to be clear, I do have equities exposure now, only its much smaller. I didnt buy any stocks this year, only sold some. If there is a Christmas/NY rally, I likely will sell a bit more. Last time I bought any was in Sept 22, but I already started to be more defensive even earlier, when the Ukr war started. |
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Nov 14 2023, 01:17 AM
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Senior Member
4,440 posts Joined: Jan 2010 From: Kuala Lumpur
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QUOTE(Cubalagi @ Nov 13 2023, 10:03 AM) Thats the risk Im accepting. If Im wrong, I will earn "only" 5% or so. If Im right, I will be able to buy stocks cheaper (hopefully much cheaper) than what they are now. You started getting defensive before Sept 2022 and you didnt buy any stocks this year? Wow. So you have already missed out on the massive Nasdaq tech rally for 2023 especially for Amazon, Tesla, Meta and Nvidia which have each moved up between 70-233%.Just to be clear, I do have equities exposure now, only its much smaller. I didnt buy any stocks this year, only sold some. If there is a Christmas/NY rally, I likely will sell a bit more. Last time I bought any was in Sept 22, but I already started to be more defensive even earlier, when the Ukr war started. |
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Nov 14 2023, 07:11 AM
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#13198
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1,269 posts Joined: May 2005
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QUOTE(cybermaster98 @ Nov 14 2023, 01:17 AM) You started getting defensive before Sept 2022 and you didnt buy any stocks this year? Wow. So you have already missed out on the massive Nasdaq tech rally for 2023 especially for Amazon, Tesla, Meta and Nvidia which have each moved up between 70-233%. Hindsight is always 20/20.. maybe he has some 2021 high stocks? So can we play the same book as last year? We buy nvidia this year and expect the same thing to happen next year. |
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Nov 14 2023, 06:01 PM
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4,440 posts Joined: Jan 2010 From: Kuala Lumpur
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QUOTE(brokenbomb @ Nov 14 2023, 07:11 AM) Hindsight is always 20/20.. maybe he has some 2021 high stocks? I guess you are not experienced in the stock market as a long term investor eh? If you were then you wouldnt have posted that statement. Nobody invests in the stock market expecting 200% returns a year. Thats foolish.So can we play the same book as last year? We buy nvidia this year and expect the same thing to happen next year. This post has been edited by cybermaster98: Nov 14 2023, 06:09 PM |
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Nov 14 2023, 10:14 PM
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3,500 posts Joined: Dec 2007
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Inflation cooled. Bulls come out to play and bear will retreat after this print.
Not sure how long will this bull euphoria sustained. |
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