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 USA Stock Discussion v8, Brexit: What happens now?

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zacknistelrooy
post Nov 7 2016, 07:30 PM

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Before Market Open Earnings 7 Nov :

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zacknistelrooy
post Nov 9 2016, 12:27 AM

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QUOTE(AVFAN @ Nov 8 2016, 11:54 PM)
tonight... can sleep early.

elections results only tmrw local time.

tmrw night... all action. laugh.gif
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Interesting race will be the Senate

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VoteCastr early vote estimate: Clinton leads in Florida

zacknistelrooy
post Nov 10 2016, 10:51 PM

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Not too much conviction in the equity markets but the real drama is in the bond and currency market. US Dollar and bond yields are on a tear.
zacknistelrooy
post Nov 12 2016, 02:03 AM

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DoubleLine Jeffrey Gundlach: Rate rise is about 80% on this move.
If the Fed does not raise rates in December, they never will raise rates again
Fiscal stimulus is easier said than done. It is possible to work.
zacknistelrooy
post Nov 12 2016, 02:13 AM

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QUOTE(AVFAN @ Nov 12 2016, 02:11 AM)
should be a done deal.

good news is it's almost all priced in now.
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Yes at least there won't be after shocks.

Baker Hughes oil rig count 452 vs 450 last week

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Oil rig count 452 vs 450 last week. Up 2 on the week
Gas rig count 115 vs 117 last week. Down -1 on the week
Total rig count 568 vs 569 last week  Down -1.


This post has been edited by zacknistelrooy: Nov 12 2016, 02:14 AM
zacknistelrooy
post Nov 14 2016, 07:20 PM

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The sell-off in global bond markets gathers pace:
US 2-year note hits 1% for first time since Jan
US 30-year note zooms above 3%


US market close to red now with this rally.

This post has been edited by zacknistelrooy: Nov 14 2016, 07:21 PM
zacknistelrooy
post Nov 14 2016, 11:34 PM

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QUOTE(AVFAN @ Nov 14 2016, 11:13 PM)
10 yr now 2.258% and rising.

fixed income all over the world under pressure, dropping like flies!

for emerging markets, this is a tsunami, $ fleeing, currencies smashed.

USD/RM = 4.345.
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2.3% will be an interesting level, so far the first real resistance.
zacknistelrooy
post Nov 15 2016, 06:16 PM

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QUOTE
BP CEO says market isn't optimistic about OPEC deal.


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zacknistelrooy
post Nov 16 2016, 12:37 AM

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Atlanta Fed GDPNow sees 4Q GDP at 3.3% vs 3.1% last.
zacknistelrooy
post Nov 16 2016, 12:53 AM

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Hedge Funds turn bearish towards oil at record rate.

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zacknistelrooy
post Nov 16 2016, 11:33 PM

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QUOTE
Crude oil inventories rose 5.27 mln barrels

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Gasoline inventories rose 746,000 barrels

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Distillate inventories rose 310,000 barrels


zacknistelrooy
post Nov 17 2016, 12:05 AM

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QUOTE(AVFAN @ Nov 16 2016, 11:45 PM)
but... it wants to go up.

so, down, then up furious!

lucky i did not go to toilet break.

if not, missed selling DWTI. biggrin.gif
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Yeah since Russian energy minister said big chances of for OPEC to agree.

Funny thing was the news hit right after the inventories data.
zacknistelrooy
post Nov 26 2016, 12:01 AM

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Markit US services PMI 54.7 vs 54.8 expected


OPEC Saudis development.

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zacknistelrooy
post Nov 26 2016, 12:18 AM

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QUOTE(AVFAN @ Nov 26 2016, 12:07 AM)
hmm...

yr broker may not let u buy due to impending delisting.

i just tested on IB, message came... "this counter can only be closed", i.e. cannot by anymore.
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Yeah, IB sent an email last week saying they will not be accepting orders to buy but only sell.

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Canada budget deficit C$2.37B vs C$1.25B

zacknistelrooy
post Dec 6 2016, 01:57 PM

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The ESPN Discount
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Because of challenges at ESPN, Disney barely fetches a higher multiple than beleaguered media giant Viacom



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zacknistelrooy
post Dec 7 2016, 12:56 AM

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Atlanta Fed GDPNow estimate falls to 2.6% from 2.9% last

zacknistelrooy
post Dec 8 2016, 12:00 AM

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QUOTE
US EIA weekly oil inventories -2389k vs -1500k exp

zacknistelrooy
post Dec 8 2016, 09:43 PM

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US initial jobless claims 258K vs 257K est

zacknistelrooy
post Dec 9 2016, 12:39 AM

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Tass now reports that Russian energy Minister says meeting is on

zacknistelrooy
post Dec 9 2016, 05:57 PM

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QUOTE(yok70 @ Dec 9 2016, 04:09 PM)
big hit on casino stocks for china's tighten rmb outflow...
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Yeah it was reported at :

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The South China Morning Post reported late Thursday that Macau would halve the amount of cash that China UnionPay cardholders can withdraw from automated teller machines (ATMs) in the territory
Report triggered sharp drops in shares of U.S. and other casino operators


I don't think the high rollers withdraw cash from the ATM so it could be the full story is not out yet.

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