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USA Stock Discussion v8, Brexit: What happens now?

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TOS2	Jan 8 2025, 09:45 PM Return to original view \| Post #21
Casual Junior Member 360 posts Joined: Dec 2024	WSJ Exclusive \| CIO Journal AMD Invests in Drug-Discovery Company Absci in Push to Sell AI Chips The $20 million deal gives the chip supplier a toehold in the life-sciences market, a strategy it plans to replicate in other industries https://www.wsj.com/articles/amd-invests-in...share_permalink -------------------------------------- WSJ Technology \| Artificial Intelligence Amazon Plans to Invest at Least $11 Billion in Cloud and AI Infrastructure in Georgia Amazon has invested $18.5 billion in the state since 2010 https://www.wsj.com/tech/ai/amazon-plans-to...share_permalink -------------------------------------- WSJ CFO Journal In 2025, Accounting Rulemaker to Explore Non-GAAP and R&D Spending The Financial Accounting Standards Board is seeking public feedback on how or whether it should tackle financial performance metrics and intangible assets, chairman says https://www.wsj.com/articles/in-2025-accoun...share_permalink ----------------------------- WSJ Markets & Finance \| Investing \| Heard on the Street The ‘Hidden Force’ That Can Bring Mortgage Rates Down How home buyers could get a little break even if yields stay high https://www.wsj.com/finance/investing/the-h...share_permalink ---------------------------------- WSJ Technology \| Heard on the Street Why Nvidia Needs to Appeal to a Bigger Crowd Investors hyper-focused on data centers despite big new efforts in gaming, self-driving cars and robotics https://www.wsj.com/tech/why-nvidia-needs-t...share_permalink -------------------------------------- WSJ Markets & Finance \| Commodities & Futures Cocoa Farmers Uproot Their Plants Despite Record Prices Bad weather, failed government policies and a fast-spreading virus reduce output from the world’s top cocoa-growing countries https://www.wsj.com/finance/commodities-fut...share_permalink wongmunkeong liked this post
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TOS2	Jan 9 2025, 09:29 AM Return to original view \| IPv6 \| Post #22
Casual Junior Member 360 posts Joined: Dec 2024	5% risk-free for the next 20 years... seems juicy Bloomberg Markets Global Bond Selloff Leaves US Treasury Yields Flirting With 5% US 20-year bond yield crosses threshold last seen in 2023 Inflationary angst, the fiscal trajectory, rattles markets https://www.bloomberg.com/news/articles/202...d=homepage-asia ----------------------------------- WSJ Economy \| Central Banking Fed Minutes Suggest Officials Will Hold Rates Steady for Now Central bank cut rates last month, but saw risks of somewhat firmer price pressures this year due to potential tariff increases by President-elect Trump https://www.wsj.com/economy/central-banking...share_permalink ------------------------------------- WSJ Exclusive \| Logistics Panama Canal CEO Says Meeting Trump’s Demands ‘Will Lead to Chaos’ Canal executive says China doesn’t control route and U.S. ships can’t get better rates than others https://www.wsj.com/business/logistics/pana...share_permalink ---------------------------------- WSJ Logistics Report U.S. Dockworkers and Port Employers Reach Labor Deal Tentative agree https://www.wsj.com/articles/u-s-dockworker...share_permalink --------------------------- WSJ Exclusive \| Media Liberty Media Taps Sports Veteran as CEO, Seeks to Grow Formula One Derek Chang, a Liberty board member and former CEO of NBA China, will look at digital expansion https://www.wsj.com/business/media/liberty-...share_permalink ------------------------------- WSJ Exclusive \| Distress Prospect Medical Explores Restructuring The private hospital operator, a large tenant of Medical Properties Trust, is working with advisers to explore options https://www.wsj.com/articles/prospect-medic...share_permalink ------------------------------- WSJ Exclusive \| Deals Billionaire Investor Leon Black in Talks to Anchor Bid for Britain’s Telegraph Group led by former CNN boss Jeff Zucker is selling the publication under pressure from the U.K. government https://www.wsj.com/business/deals/billiona...share_permalink ------------------------------ WSJ Business \| Deals Constellation Energy Near Deal for Calpine Cash-and-stock deal would value power company at around $30 billion including debt https://www.wsj.com/business/deals/constell...share_permalink ------------------------------- This... FT Alphaville US Alphaville LLC issues new research report on Greenland A sell-side icebreaker https://d1e00ek4ebabms.cloudfront.net/produ...0ed9a6f8390.pdf wongmunkeong liked this post
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TOS2	Jan 9 2025, 01:54 PM Return to original view \| IPv6 \| Post #23
Casual Junior Member 360 posts Joined: Dec 2024	Bloomberg Markets \| The Big Take How Analyst Job Cuts on Wall Street Are Reshaping Equity Research Forces like regulation, passive investing and AI have all conspired to squeeze equity research in ways few could have imagined. Countless “sell-side” analysts have had to reinvent themselves as a result. https://www.bloomberg.com/news/features/202...d=homepage-asia --------------------------------- Bloomberg Politics Rahm Emanuel Says US Defense Firms Cause Bigger Risks Than China Buybacks pose bigger risk than China, outgoing US envoy says Delays in defense equipment shipments may hurt US alliances https://www.bloomberg.com/news/articles/202...d=homepage-asia --------------------------------- Bloomberg Markets \| Bonds Britain’s Bond Turmoil Invokes Memory of 1976 Debt Crisis Soaring yields prompt some comparisons with Truss debacle But the economy’s woes may be more similar to IMF bailout era https://www.bloomberg.com/news/articles/202...d=homepage-asia wongmunkeong liked this post
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TOS2	Jan 10 2025, 02:43 PM Return to original view \| IPv6 \| Post #24
Casual Junior Member 360 posts Joined: Dec 2024	Remember Arthur Anderson? FT Accounting & Consulting services Andersen Consulting brand set for resurrection A 1990s name makes a comeback with help from George Shaheen, who led it for more than a decade https://www.ft.com/content/215149ad-f4d6-42...24-58b9a12b758d
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TOS2	Jan 10 2025, 11:09 PM Return to original view \| IPv6 \| Post #25
Casual Junior Member 360 posts Joined: Dec 2024	WSJ Economy \| Jobs Hiring Blew Past Expectations With 256,000 Jobs Added Employment growth was stronger than expected. The data put further rate cuts by the Fed in doubt. https://www.wsj.com/economy/jobs/jobs-repor...share_permalink ------------------------------- WSJ Markets & Finance \| Investing The U.K. Is the Biggest Loser From the Rise in Yields Magnitude of selloff served as reminder that rising borrowing costs will have consequences for highly indebted governments https://www.wsj.com/finance/investing/the-u...share_permalink ---------------------------------- WSJ Markets & Finance \| Regulation Trump’s Potential Top Banking Regulators Tease Lighter Regulatory Touch FDIC Vice Chairman Travis Hill planned to call for no change in capital requirements for largest banks in Friday speech https://www.wsj.com/finance/regulation/trum...share_permalink ------------------------------------ WSJ Economy \| Housing U.S. Mortgage Rates Climb to Highest Since July More expensive mortgages are a drag on a full-fledged housing recovery, economists say https://www.wsj.com/economy/housing/u-s-mor...share_permalink ---------------------------------- WSJ Business \| Retail U.K. Grocers’ Stocks Fall on Cost Woes Despite Positive Christmas Sainsbury’s shares have dropped nearly 7% since the start of the year, while Tesco shares are down nearly 3.5% and Marks & Spencer’s stock fell more than 10% https://www.wsj.com/business/retail/u-k-gro...share_permalink ------------------------------- WSJ CFO Journal Why Food Companies Want Consumers to Buy More of Everything Packaged food and snack makers are working to get more of their products into shopping carts https://www.wsj.com/articles/why-food-compa...share_permalink ------------------------- WSJ Lifestyle \| Careers \| On the Clock Looking for a Job Is Set to Get Less Miserable This Year (Yes, You Read That Right) Business leaders anticipate hiring more after last year’s uncertainties around politics, AI and the economy https://www.wsj.com/lifestyle/careers/job-h...share_permalink ------------------------------------ WSJ Business \| Hospitality Americans Are Tipping Less Than They Have in Years Frustration with rising menu prices and ubiquitous tip prompts lead to a six-year low https://www.wsj.com/business/hospitality/re...share_permalink ----------------------------------- WSJ Health \| Pharma \| Heard on the Street Trump Says World Is Free-Riding on U.S. Health Spending. He Has a Point. The president-elect might bring back efforts to make other countries pay more for drugs, but there are pitfalls https://www.wsj.com/health/pharma/trump-say...share_permalink -------------------------------------- WSJ Real Estate \| Commercial \| Heard on the Street The U.S. Has More Fancy Apartments Than It Is Able to Fill Real-estate developers have built a glut of high-end properties instead of badly needed affordable housing https://www.wsj.com/real-estate/commercial/...share_permalink ----------------------------------------- WSJ Politics \| Election \| Business The CEOs Who Are Tearing Up the Policies Trump Hates Companies seeking to benefit from campaign promises to cut regulations and taxes are ditching diversity and climate initiatives; ‘EVERYBODY WANTS TO BE MY FRIEND!!!’ https://www.wsj.com/politics/elections/trum...share_permalink ----------------------------------- WSJ Business \| Media Disney, Fox and Warner Won’t Move Forward With Venu Sports Companies call off planned service days after Disney struck deal with rival streamer Fubo https://www.wsj.com/business/media/disney-f...share_permalink ----------------------------- WSJ World \| Europe \| Essay Angela Merkel Wants Her Memoir to Save Her Legacy. It’s Backfiring. In her book, the former German chancellor stubbornly defends decisions that have become increasingly unpopular, alienating even some of her allies https://www.wsj.com/world/europe/angela-mer...share_permalink
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TOS2	Jan 12 2025, 09:18 AM Return to original view \| IPv6 \| Post #26
Casual Junior Member 360 posts Joined: Dec 2024	Bloomberg Markets Growing Risks From Payment-in-Kind Debt Draw Watchdog Scrutiny Deals allow borrowers to defer payments without defaulting IMF plans deep dive next year amid fears PIK obscuring stress https://www.bloomberg.com/news/articles/202...d=homepage-asia --------------------------- Bloomberg Green \| The Big Take LA Wildfires Push California Insurance Market to Its Limit As the fires rage on, the disaster threatens to upend the fragile balance between climate risk and home insurance in California. https://www.bloomberg.com/graphics/2025-los...d=homepage-asia ---------------------------------- Markets & Finance \| Investing \| The Intelligent Investor How You Can See Through Wall Street’s Ritual of Wrong Analysts and market strategists love to predict what markets will do in the year ahead. Don’t let this misguided ritual blind you to what assets are really worth. https://www.wsj.com/finance/investing/stock...share_permalink -------------------------------- WSJ Business \| Energy & Oil \| Heard on the Street Power Giant Strikes While the Iron Is Hot Constellation’s deal for Calpine harnesses its AI and nuclear-powered shares for a canny deal https://www.wsj.com/business/energy-oil/pow...share_permalink ------------------------------------------ WSJ Pro \| Venture Capital \| Industry News Los Angeles a Testing Ground for Startups With Tech to Defend Against Fires One startup identifies ‘four clear saves’ of properties equipped with its product https://www.wsj.com/articles/los-angeles-a-...share_permalink --------------------------------- WSJ Markets & Finance Who Pays to Rebuild California When Insurance Falls Short? Everyone Else Many Los Angeles-area residents devastated by fire will lean on Washington and charitable aid—and draw on their own savings https://www.wsj.com/finance/california-fire...share_permalink ----------------------------- WSJ Tech TikTok’s Founder Has a Formula for Everything. Can It Crack the Supreme Court? As the court weighs a ban on the video-sharing app in the U.S., no one has more to lose than Zhang Yiming https://www.wsj.com/tech/tiktok-founder-zha...share_permalink ------------------ WSJ Business JPMorgan Chase Disables Employee Comments After Return-to-Office Backlash The bank shut down a discussion on an internal website about a five-day return to office policy after dozens of employees criticized the move https://www.wsj.com/business/jpmorgan-chase...share_permalink -------------------- WSJ Busines Warren Buffett Prepares His Middle Child for the Job of a Lifetime Howie Buffett will become nonexecutive chairman of Berkshire Hathaway, charged with keeping the culture—and making sure the CEO does too https://www.wsj.com/business/howard-buffett...share_permalink --------------------- WSJ Arts & Culture \| Food & Cooking \| Science of Success We Grew Up Hating Cottage Cheese. Now We’re All Eating It. Americans are hungry for protein—and loading up on a food they haven’t bought since the 1970s https://www.wsj.com/arts-culture/food-cooki...share_permalink -------------------------- WSJ Health \| Wellness \| Family & Tech: Julie Jargon Kids Turn to a Mental-Health Chatbot to Share Their Anxieties Part counselor, part friend, Troodi talks with children about their worries and fears; ‘Sometimes I forget she’s not a real person’ https://www.wsj.com/health/wellness/kids-me...share_permalink ------------------------------ WSJ Markets & Finance \| Investing \| Winners' Circle The Top Stock Funds of 2024 The Magnificent Seven tech stocks and big AI players drove double-digit gains at many large-cap mutual funds. The top fund returned 51.8%. https://www.wsj.com/finance/investing/top-s...share_permalink -------------------------------- WSJ Business \| Autos Hyundai Goes All In on Effort to Woo Trump as Tariffs Loom Hyundai Motor executives hope to meet with the president-elect, as major auto companies donate to his inaugural fund https://www.wsj.com/business/autos/trump-ta...share_permalink ------------------------------ WSJ Business \| Media The Washington Post Is Limping Into Trump’s Second Term Financial struggles, concerns over editorial strategy rattle staffers at Jeff Bezos-owned publication https://www.wsj.com/business/media/washingt...share_permalink ---------------------------- WSJ Business Apple CEO Tim Cook’s 2024 Pay Rises 18% to $74.6 Million Base salary of $3 million has remained unchanged in past three years https://www.wsj.com/business/apple-ceo-tim-...share_permalink This post has been edited by TOS2: Jan 12 2025, 09:29 AM wongmunkeong liked this post
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TOS2	Jan 13 2025, 09:14 AM Return to original view \| IPv6 \| Post #27
Casual Junior Member 360 posts Joined: Dec 2024	WSJ Markets & Finance \| Investing \| Heard on the Street A Bond Selloff Is Rocking the World. You Might Want to Take the Other Side. A rare ‘bear steepening’ trade is pressuring governments and worrying investors https://www.wsj.com/finance/investing/a-bon...share_permalink ------------------------------------------------- WSJ Economy \| Trade \| Capital Account Trump’s New Economist Makes the Case for 20% Tariffs Stephen Miran, nominated to advise Trump, has suggested high tariffs could be the price allies pay for U.S.’s defense umbrella https://www.wsj.com/economy/trade/trump-tar...share_permalink ---------------------------------------- WSJ Exclusive \| Investing Mets Owner Steve Cohen Had an Even Better Year Off the Field Hedge fund Point72 to return as much as $5 billion in profits to investors and raise fees https://www.wsj.com/finance/investing/mets-...share_permalink ---------------------------------- WSJ Business \| Retail Skechers Went After the Customers Nike Didn’t. It Paid Off. Shoe company has focused on comfort over cool—‘we’re just a different player’ https://www.wsj.com/business/retail/skecher...share_permalink ------------------------------ WSJ Business \| Autos The Car Market’s Hottest Deal: The Cheap EV Lease Easier access to a $7,500 federal tax break has helped fuel the leasing boom https://www.wsj.com/business/autos/ev-lease...share_permalink ---------------------------- WSJ Business \| Energy & Oil Once Unwanted, Constellation Energy Is One of the Hottest Stocks The power producer agreed to buy Calpine this past week for $16.4 billion and has become an industry darling amid surging electricity demand https://www.wsj.com/business/energy-oil/onc...share_permalink wongmunkeong liked this post
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TOS2	Jan 14 2025, 10:37 PM Return to original view \| IPv6 \| Post #28
Casual Junior Member 360 posts Joined: Dec 2024	WSJ Markets & Finance \| Banking JPMorgan Names Jennifer Piepszak as Operating Chief, Succeeding Daniel Pinto Piepszak has been seen as a contender to eventually succeed Jamie Dimon as chief executive https://www.wsj.com/finance/banking/jpmorga...share_permalink --------------------------------------- WSJ U.S. Wealthy Homeowners and Their Insurers Turn to Hired Help to Fight L.A. Wildfires As fires become more frequent and expensive, some insurers pay for private firefighting crews https://www.wsj.com/us-news/wealthy-homeown...share_permalink ------------------------ WSJ World \| China China Reins In Its Once-Freewheeling Finance Sector With Purges and Pay Cuts Xi’s campaign against capitalist excess ushers out internationally experienced financiers for a new generation of loyal functionaries https://www.wsj.com/world/china/china-banki...share_permalink ------------------------ WSJ Technology Zuckerberg Debuts ‘Real Mark’ in Push to Woo Trump Meta pursues a MAGA makeover, in the latest political pivot for a company that once banned the now-president-elect from its platforms https://www.wsj.com/tech/mark-zuckerberg-me...share_permalink -------------------------- WSJ Economy \| Jobs Balance of Power Shifts Back Toward Bosses With labor market less tight, workers face return-to-office mandates, smaller bonuses, and no more pet sick days https://www.wsj.com/economy/jobs/balance-of...share_permalink ---------------------------- WSJ Articles Why Adults Are Hitting the Arcade in Search of a $3,600 Hermès Bag Childhood favorite games are getting a makeover, giving players a chance to nab pricey prizes https://www.wsj.com/articles/adults-arcade-...share_permalink --------------------- WSJ Markets & Finance \| Banking Jamie Dimon Wants to Take JPMorgan Chase to Germany and Beyond America’s biggest bank plans to launch a digital retail lender in Germany, Europe’s biggest economy but one with an unprofitable banking sector https://www.wsj.com/finance/banking/jpmorga...share_permalink ------------------------------------------ WSJ Business \| Media DirecTV Pursues Sports Fans With New, Slimmer Streaming Bundle MySports package includes access to many major sports, but some holes remain https://www.wsj.com/business/media/directv-...share_permalink ---------------------------------- WSJ Exclusive \| Artificial Intelligence Macquarie to Invest Up to $5 Billion in Applied Digital AI Data Centers Deal follows strong investor interest in businesses connected to the AI boom https://www.wsj.com/tech/ai/macquarie-to-in...share_permalink -------------------------------------- WSJ Exclusive \| Commercial Giant Commercial-Property Firm Goes All In on Co-Working With New Deal CBRE is purchasing the rest of Industrious as more employees return to the office https://www.wsj.com/real-estate/commercial/...share_permalink --------------------------------------- WSJ Real Estate \| Commercial Burlington Sees the Future of Retail. It Looks Much Smaller With the off-price sector outperforming again, Burlington takes aim at Ross Stores and TJX https://www.wsj.com/real-estate/commercial/...share_permalink ------------------------------------- WSJ Markets & Finance \| Heard on the Street Planet Fitness Is Keeping Its Resolutions Gym chain’s revamp has taken hold after a franchisee revolt https://www.wsj.com/finance/planet-fitness-...share_permalink --------------------------------------- WSJ Markets & Finance \| Currencies \| Heard on the Street China Faces Harsh Dilemma as Yuan Comes Under Pressure Weaker currency could help offset tariffs and economic weakness—but risks capital flight https://www.wsj.com/finance/currencies/chin...share_permalink wongmunkeong liked this post
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TOS2	Jan 15 2025, 09:48 PM Return to original view \| IPv6 \| Post #29
Casual Junior Member 360 posts Joined: Dec 2024	US mega banks reporting earnings today. Do check on their respective IR websites for reports, webcasts, statements etc. WSJ Business \| Earnings JPMorgan Chase’s Profit Jumps 50% Activity on Wall Street helps buoy the bank’s fourth-quarter earnings https://www.wsj.com/business/earnings/jpmor...share_permalink ------------------------------------- WSJ Economy \| Central Banking Inflation Rises Again, Hitting 2.9% in December https://www.wsj.com/economy/central-banking...share_permalink ---------------------------------- WSJ Markets & Finance \| Investing \| Streetwise What if the Fed U-Turns and Raises Rates This Year? Investors weigh an important matter: whether barriers are stronger to raising rates—or cutting them https://www.wsj.com/finance/investing/what-...share_permalink --------------------------------------- WSJ Business Why Costco Isn’t Joining the Backlash Against DEI Retail giant swats back at a conservative activist group, buoyed by loyal customers and staff https://www.wsj.com/business/costco-dei-pol...share_permalink ---------------------- WSJ Exclusive \| Regulation Former Wamco Executive Said Star Investor’s Suspicious Trades Go Back a Decade Federal inquiries into Ken Leech and Wamco, a unit of Franklin Templeton, are continuing https://www.wsj.com/finance/regulation/form...share_permalink -------------------------- For rail fans: WSJ Real Estate \| Luxury Homes A Hobbyist’s Death Starts a Race to Save a Railroad Facing possible derailment, model train club seeks buyer for New Jersey home; ‘somebody that wants to keep the railroad and somebody that wants to keep us’ https://www.wsj.com/real-estate/luxury-home...share_permalink --------------------------- WSJ U.S. Congestion Pricing Has Eased NYC Traffic. Not Everyone Is Happy. Fans of the tolling system are enjoying easier drives, but some businesses are reporting a hit https://www.wsj.com/us-news/nyc-congestion-...share_permalink ---------------------- WSJ Business \| Autos GM Signs Multibillion-Dollar Deal for Supply of EV Battery Materials Under the agreement, Vianode will build production facilities in North America https://www.wsj.com/business/autos/gm-signs...share_permalink ----------------------------- WSJ U.S. \| Law SEC Sues Elon Musk Over Twitter Stock Buys, Escalating Long-Simmering Feud Lawsuit alleges Musk misled shareholders by not reporting his 2022 investment in the social-media company in a timely manner https://www.wsj.com/us-news/law/sec-sues-el...share_permalink This post has been edited by TOS2: Jan 15 2025, 09:49 PM wongmunkeong liked this post
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TOS2	Jan 16 2025, 01:42 PM Return to original view \| IPv6 \| Post #30
Casual Junior Member 360 posts Joined: Dec 2024	Some people are offended by postings of non-US news in IBKR thread, so I post this here. Technically, the ADR is on NYSE, so... TSMC Q4 24 result out a moment ago https://investor.tsmc.com/english/quarterly-results/2024/q4 Webcast to start at 2pm Malaysia time: https://investor.tsmc.com/english/quarterly...s/audio-webcast Don't report me yea. Can't please everybody at the same time... 2025 effective tax rate 16-17%. This post has been edited by TOS2: Jan 16 2025, 02:10 PM wongmunkeong liked this post
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TOS2	Jan 17 2025, 09:29 AM Return to original view \| IPv6 \| Post #31
Casual Junior Member 360 posts Joined: Dec 2024	Ah ok. No more news posting then. After all, you guys can just install a paywall bypass and read any news you like. QUOTE(TOS @ Sep 27 2024, 10:59 AM) I just got some more good news to share with you guys. This paywall bypass can even circumvent Business Time and Straits Times... https://github.com/bpc-clone/bypass-paywalls-chrome-clean (for Chromium-based browsers like Chrome and Edge) https://github.com/bpc-clone/bypass-paywalls-firefox-clean (for Firefox) I don't need to scan any more BT now Click on any article and it will open up for you, WSJ, FT, BT, ST, Bloomberg.... Everything man, everything! Have fun.
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TOS2	Jan 27 2025, 03:26 PM Return to original view \| IPv6 \| Post #32
Casual Junior Member 360 posts Joined: Dec 2024	The Chinese shows that H800 chips are suffice to build LLMs that rival the Big Tech. https://www.chinatimes.com/realtimenews/202...headl_p02&chdtv The cost of training is rumoured to be lower than the salary of some high end Meta executives buffa liked this post
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TOS2	Mar 11 2025, 10:55 AM Return to original view \| IPv6 \| Post #33
Casual Junior Member 360 posts Joined: Dec 2024	Good time to top up VOO and QQQM for contrarian investors? ------------------------ I checked my IRR, so far VOO +0.27%, QQQM -6.55% p.a. Hermes a whopping +54.14% p.a., TSMC +14.48% p.a. Seems like no crash... Novo Nordisk the bad boy -7.41% p.a., gonna let go of this one... This post has been edited by TOS2: Mar 11 2025, 11:06 AM hondaracer liked this post
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TOS2	Mar 11 2025, 12:54 PM Return to original view \| IPv6 \| Post #34
Casual Junior Member 360 posts Joined: Dec 2024	QUOTE(poooky @ Mar 11 2025, 11:13 AM) Why VOO over CSPX/VUAA/SPYL? I thought VOO less efficiently given withholding tax. And why buy QQQM if already holding VOO? don't the overlap? Otherwise, I am hoping for at least a 20% - 40% correction. The time to deploy dry powder is approaching. Less tax-efficient, yes, but there is a bigger danger hidden in a complicated structure like UCITS. US market settles at T+1, European UCITS remains at T+2 settlement. How do you reconcile the different settlement period? You borrow money to cover the shortfall... and lend money when there are excess funds. When you buy an UCITS, you actually lend or borrow money for a very short period (a few hours to a day). Up to 10% of the entire UCITS fund can be borrowed at any given time. And if settlement fails, reversals and admin works will eat into your UCITS's cost, potentially reducing your benefits over traditional US ETFs. Whereas US ETF follows US trading hours, there is no issue with misalignment on settlement time. I would like peace of mind and just pay Uncle Sam that couple of bucks in additional 15% WHT. I am still far from breaching the 60k USD NRA estate and gift tax limit, so no such worries for me for now. Will probably aim for lifetime transfer of assets to my children in their later years before I die. Until EU also changes to T+1, iit's unlikely I will touch UCITS any time soon. Financial websites and gurus only talk about taxes, they never bother to mention about the intricate back office adminsitrative details. And usually in more traditional fund management business the source of trouble comes from the back office. A few recent examples from Citibank, an infamous bank for terrible back office work: https://www.ft.com/content/9921925e-5a32-48...e3-3f77042477d2 https://www.reuters.com/business/finance/ci...rts-2025-03-03/ Errors can be as simple as a frustrating employee quarrel with husband last night and punching too many zeros, adding commas at wrong positions in spreadsheets or copy and paste figures wrongly. As simple as that. Some readings on impact of T+1 on UCITS: https://www.efama.org/sites/default/files/f...0Regulation.pdf https://www.etfstream.com/articles/esma-rej...-1-misalignment https://www.etfstream.com/articles/settleme...vels-esma-warns https://www.ey.com/en_lu/insights/wealth-as...-t-1-settlement https://www.ey.com/en_lu/insights/wealth-as...-t-1-settlement https://www.lseg.com/en/insights/ftse-russe...ean-perspective This post has been edited by TOS2: Mar 11 2025, 01:05 PM poooky liked this post
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TOS2	Mar 11 2025, 01:12 PM Return to original view \| IPv6 \| Post #35
Casual Junior Member 360 posts Joined: Dec 2024	QUOTE(Medufsaid @ Mar 11 2025, 01:04 PM) i sold UCITS etf to buy $NVDA on the same day before (sold off long time ago). overnight IBKR only charges 6.8%pa (this was before last year's Feds interest rate adjustment, probably higher now) for 1 day. peanuts compared to the gap up the next day. don't sweat too much That's IBKR's own settlement between you and another VUAA buyer. I am referring to VUAA's own in-house settlement. When you sell or buy VUAA you are in the secondary market, which is far larger than the primary market and your brokers handle the settlement. The primary market is not accessible to normal investors like us. They are between big banks, hedge funds and the ETF itself. They usually transact in blocks of tens to hundreds of thousands of shares called creation units, amounting to millions or billions in each transaction. You don't see those CU transactions. They are off-limit to the public. https://www.investopedia.com/terms/c/creationunit.asp
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TOS2	Apr 3 2025, 10:03 PM Return to original view \| IPv6 \| Post #36
Casual Junior Member 360 posts Joined: Dec 2024	WOW AAPL dropped nearly 10% Unprecedented.
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TOS2	Apr 3 2025, 10:26 PM Return to original view \| IPv6 \| Post #37
Casual Junior Member 360 posts Joined: Dec 2024	QUOTE(ChAOoz @ Apr 3 2025, 10:23 PM) Manufacturing in china, vietnam and india. Oppps I think recession coming in 2 quarters time. Finally, can deploy my huge cash pile! wongmunkeong liked this post
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TOS2	Apr 4 2025, 08:55 PM Return to original view \| IPv6 \| Post #38
Casual Junior Member 360 posts Joined: Dec 2024	QUOTE(Cubalagi @ Apr 4 2025, 08:10 PM) China strikes back https://www.cnbc.com/2025/04/04/china-to-im...rom-the-us.html So far EU and UK still 🐔 Woohoo more blood coming.... March 2020 all over again! wongmunkeong liked this post
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TOS2	Apr 5 2025, 01:03 AM Return to original view \| IPv6 \| Post #39
Casual Junior Member 360 posts Joined: Dec 2024	Scoop up 7 units of VOO. Time to enter when people are panic! More to come. TaiGoh and danmooncake liked this post
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TOS2	Apr 7 2025, 09:05 AM Return to original view \| IPv6 \| Post #40
Casual Junior Member 360 posts Joined: Dec 2024	BIL ETF pricing on Blue Ocean ATS has a huge bid-ask spread now. Significant profit opportunities. Buy side quoted 91.25-91.30, sell side quoted 91.42-91.45.
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