is there anything that is green now?

why even US short term treasury ETF is also red?

Fed pumping hard 

money not yet in but already green!

Same here I put in exactly. Now need to top up more 

Exxon?? they said, oversold.

For me, oil & gas is dying.
XLE is not diversified enough for me too with 22% in Exxon Mobil alone.

Good to see you are back

Oil for now at least seems to be taking a taking a cue form the equity markets.

Was on track for a proper bounce till equities turned lower.

I personally took a chance on Kinder Morgan as I feel it has a bit more margin of safety with the upside caped but have stop-loss order in place in case it turns again.
Yes oil may not die and demand is suppose to grow but finding incremental buyers is the problem as institutional buyers are focused on ESG and whether that is a fad is a story for another day

Oil has only worked as a trade for the past two years

That is the reason NextEra Energy which is a utility that is involved in renewable trades at 33 P/E while ExxonMobil trades at 17 P/E.

Are both irrational?
Probably but in the end of the day we have to setup our portfolio for the best outcome based on our own objectives and price rarely lies in the long run
Don't forget it is election year and markets are choppy unless we are sure the incumbent wins and COVID-19 has added uncertainly to that and disrupted what would probably been a sure win

50 pts rate cut from FED, i never expect this much lol, let's see how it goes tonight, bond yield is going low again

Fed cavalry has arrived!  50 bps cut. Fed Fund rate is now 1%. Not much room before it hits zero and negative rates.

See gold prices...

when? timeline please...
already up also you bought??

turned to stew by Biden 

buy first and store, use later? 

Oh .... and how did it end? China made a loss?

With Russia inflicting max damage to the US economy, we can expect blood bath this week.

Accumulative 20% drop from the previous high is very possible, but 20% single day drop not so much...but we'll see as can't tell now given the higher volatilities in the market now

Beware of what you wish, you may get more than what you wish.

already dropped 50%, still overvalued? then I guess have to wait until $150 ....

a cat has 9 lives.

can expect 7 more bounces since 1 already happened!

Are we expecting the Fed to cut rates this week?

I want to change some money to SGD but if Fed cuts the rates, then SGD will also weaken, right? So better wait a bit?

hahaha... same here. I'm about to withdraw money from amanah saham... still quite reluctant though.

Yes, but if I can get a better rate, .... 
I need to save every penny for investment. After all, we are not in a rush since this crisis will drag for a least a few months.

Consumer stocks? Im looking at brkb, visa and googl/amazon (have to choose one between the two to buy)

Of course, OXY seems good too.

Are you talking about Brookfield (alternative asset management company)?

If that is the case any reason why as most of their stocks are structured as partnership which means certain fund can't hold them.

KKR and Carlyle Group had the same problem before they switched to  C-corp and finally realized their true value.

I definitely agree Brookfield has really good assets as I used to own them but due to their structure they lagged their true value
Gold generally goes down in a crisis ( same thing happen in 08 before it went to an all time high)

Gold is great for insolvency cycle but not illiquidity cycle

Also a lot of central banks added gold for the past two years so I would not be surprised if they are selling some
Also the risk parity trade got hid badly this week:


Dalio caught flat-footed with big losses at Bridgewater fund

Interesting to see even Ray Dalio underestimate the current downturn