You should have keep on holding on Merck for long term as it is solid company

Don’t trade Biotech because if you don’t understand the business will easily get burned

The best is study and buy ETF of biotech like XBI for risk mitigation purposes

With Tesla dragging you down?

Don’t buy China/HK just because of CNY 🤦‍♀️

CNY will be subdued and you should wait March until Xi being confirmed for 3rd term and the subsequently policy meeting in order to ride on the plan for the country then

HK you need to ask others as I don’t trade much on it

For US, most of the financials I’m getting it from many traders and sources but mostly i getting it from my paid sources from Sofi, Newedge and Barrons

This post has been edited by xander2k8: Jan 3 2023, 04:50 AM

Teladoc not a healthcare stick per say but tech stock masquerading as one 🤦‍♀️

Healthcare stocks are the ones involved in it like UNH, Merck,Lilly etc

Buy if you believe long term

Only company I will buy in that sector ASML

Not even bumper season this December judging by the inventories so don’t expect inflation to ticked up 🤦‍♀️ Amazon numbers will tell you so, deliveries are low and iPhone sales lagged due to i14 pro max shortage

Cash balance sheet is getting higher as ppl are saving with treasuries giving our close 5% and recession anticipation

Recession is already here the question is now whether is mild or severe

It will not be V shaped for sure 🤦‍♀️ because the Fed is data dependant and when they act is lagging action hence no V shaped no anticipation around

Data is lagged by a month and it is upon the forecast we are looking and for sure the forecast been wrong for years

Seems like good data news become bad

While bad data news become good 🤦‍♀️

Market too much gyration going on

Market already priced in better or equal data

Yes supercore inflation particularly healthcare services inflation

Not green but stagnant turning red now

Biden timing is just standard reply for PC as always in order to shore the economy 🤦‍♀️ He is on warpath now as by year end debt limit ceiling hit again with his nonsense stimulus for war again 🤦‍♀️

I doubt one time 25bp 🤦‍♀️

More like 50bp in Feb and another 25bp probably in May

They will keep on raising rates unless Core CPI falls below Fed rate 1st then only the hikes will stop

The signal is most likely when Core CPI falls below 5.2% then we will see Fed pause for a long time

China demand still infancy as reopening still is ramping up

Will foresee 100bbl come end of Q3

0.25 basis points means 0.0025% 🤦‍♀️

25 bp is already baked in now we will see whether 50bp is strong enough to voice in

Even he is sick the show must go on 👏

Where got rally dropped instead 🤦‍♀️

The rally is gone for a while till Fed meets

Won’t be 75 already as the last time in Dec was 50🤦‍♀️

Most likely will maintain 50 and hold for next 2 if CPI drops below 5 and then follow by another 25 twice this year

Won’t be 25 come Feb as it is signal for the market to rally as already priced in

50 is the most likely if the Fed wants to signal policy consistency and decision and then followed by 25 twice

If they go 25 the next round March numbers inflation is bad they are trouble again to raise rates 🤦‍♀️

So better consistent messaging with 50 and then jawbone lower by 25

Rates not an issue the debt ceiling drama is bigger issue and will bound to be raised but with whole lotta drama as always

If you look back the last time during the 70s and 80s that was the biggest mistake the Fed makes loosening the grip too early hence after that it took almost a decade for inflation to go down

This round is the same because got oil shock so if JPow and gang learn from history don’t release the grip otherwise it will be same scenario and stagflationary for a long time

No point having soft landing when having a short sharp severe recession is better play to cool down the economy 🤦‍♀️ With China going to expansionary mode now Oil won’t be as cheap and shouldn’t fall below to 70 range now

25bps is already given and baked in price

50bps is still not in place for some hence market is mixed now

75bps is overtightened as based on the dot plots not possible in the next meeting

We won’t see 75bps unless CPI goes up to 8% and above

25bps already priced in the question everyone is asking when the pivot is happening 👏

Exchange order price issues 🤦‍♀️

Only affected those with high volumes trading

Order can’t even place or execute so how on earth those trade gone through 🤦‍♀️

FX spread is nothing compared to your buying price 🤦‍♀️

Don’t look at FX as the swing is only minimal as compared to your index funds as you bought at the highs

Give you a good example I bought BRK.B at the bottom last year while our RM depreciating near the bottom last year yet I am still in green now and same goes with Apple I bought early this year while the RM was at 4.40 yet am I still green at the moment

The key is don’t look at your index fund too often and just buy and hold if you got conviction on it

Btw what index fund are you talking about?

Dream on getting to 3.80 as RM is already reaching fair value at 4.20

Anything below now at rm4.18 considering bonus as the country is not growing even though unemployment is below 4% 🤦‍♀️

Yeah FX losses in spread is only 15% either way max while long term gains in selecting the right picks already cover with the right span of things

Usually 1st year gains is to cover FX spread while anything after that is consider compounding gains 👏

This post has been edited by xander2k8: Jan 26 2023, 02:55 AM

Not really because gas prices already dip

Question is now whether inventory as they have too much SPR in the market now and whether this winter will be key as by then with Europe low inventory and China full reopening by Q3