FT Visual story | How China is setting up shop in Mexico

An increasingly close trade relationship is causing concern in Washington

ig.ft.com/china-mexico-tariffs/

FT Federal Reserve

Donald Trump’s pledges seep into Federal Reserve’s outlook
Tariff threats partly to blame for ‘striking’ increase in central bank’s US inflation forecasts, say economists

www.ft.com/content/4a3bcfac-f095-4ca9-9002-e0a5b3618dcf

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FT US politics & policy

US government nears shutdown after Donald Trump attacks bipartisan funding bill
President-elect’s intervention raises odds of federal closures by weekend

www.ft.com/content/8fd25371-384c-469e-ba0b-7a2b861e7ff8

IBKR to CIMB SG or CIMB MY, and in which currency?

Direct telegraphic transfer is very expensive, 10-20 USD fee + 2% FX markup... use SGD intermediary route is a lot cheaper

SemiAnalysis | December 9, 2024

Intel on the Brink of Death | Culture Rot, Product Focus Flawed, Foundry Must Survive Board Short Circuits, Cultural Rot, x86 Has No Moat, Sell PC Business, Nvidia's PC CPU Push, Roadmap Review

semianalysis.com/2024/12/09/intel-on-the-brink-of-death/ (no paywall)

Source: www.wsj.com/tech/intel-microchip-competitors-challenges-562a42e3?st=tfMzx7&reflink=desktopwebshare_permalink

Source: https://semiwiki.com/forum/index.php?thread...f-terror.21796/

Post count limit removed. Can post http link now. Can edit posts now.

This post has been edited by TOS2: Jan 6 2025, 10:37 AM

FT Opinion | Employment

How much sick pay is too much sick pay?
The contrasting cases of Germany and the UK are revealing about policy trade-offs

by Sarah O'Connor

https://www.ft.com/content/9f146cfc-7c0f-42...f9-c2abc94cfb41

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FT Airlines

New jets help passengers avoid congestion at hub airports
Airlines launch long-haul routes using smaller but more fuel-efficient aircraft

https://www.ft.com/content/ee4f65ab-b788-4a...47-d02fbeaab40f

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FT Opinion | Lex

Mom and pop pension savers could benefit from private markets, at the right price
Private equity made strong returns from investing in alternative assets over the past 30 years

https://www.ft.com/content/3be4aa0b-3010-4c...cd-d226492b865c

For BIL, SGOV (and their equivalent) investors:

WSJ Markets & Finance | Investing | Heard on the Street

Your Fancy, New ETF Might Be a Little Too Fancy
Exchange-traded funds have mostly been great investments, but they are getting too complex for their own good

https://www.wsj.com/finance/investing/your-...share_permalink

Be careful not to buy the wrong ETF...

Oh, and February is coming... for IBKR users, your T-bill ETF(s) distribution WHT are about to be reversed

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Bloomberg Businessweek | Business

Luxury Brands Need to Get Over Their Youth Fixation to Offset Drag From Trump’s Tariffs
Courting consumers 55 and older should be a priority for purveyors of high-end goods in 2025, say experts.

https://www.bloomberg.com/news/articles/202...older-consumers

This post has been edited by TOS2: Jan 8 2025, 10:39 AM

In the WSJ link above, I made a stunning discovery. https://www.wsj.com/finance/investing/your-...share_permalink



https://www.barrons.com/advisor/articles/bo...bution-47f5b26a

So, Boxx will still pay distribution. IRS is the big guy, you don't wanna run afoul of them...

Better stick to BIL/SGOV...

FT Book | Books

House of Huawei — inside China’s ‘most powerful company’
Eva Dou’s authoritative account of the secretive tech company that became a flashpoint in US-China relations

https://www.ft.com/content/12ab5104-2407-42...f3-f3a67d270d65

(Book not available on Libgen or Zlibrary yet, from what I checked. Will update you guys later)

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FT Citigroup Inc

Wall Street casts doubt on Citi chief Jane Fraser’s bid to hit crucial target
Bank has lagged well behind rivals on important measure of profitability

https://www.ft.com/content/eb633a7e-57aa-45...ad-ea520ba6de7b

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FT The Big Read | Robotics

The fight over robots threatening American jobs
As automation becomes a reality everywhere from retail warehouses to restaurant kitchens, the use of robots is increasingly controversial

https://www.ft.com/content/eb11f69c-e45c-4f...93-0ca5866b4b67

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FT Samsung Electronics Co Ltd

Samsung’s profit estimates disappoint as it fights for Nvidia’s AI business
Fourth-quarter earnings hit by greater investments in advanced chip manufacturing

https://www.ft.com/content/30b74b44-f2ed-46...65-4a919e5f5236

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FT Chinese business & finance

Chinese airlines rush into Europe as western carriers retreat
Ability to keep flying over Russia helps three big state-owned carriers undercut European rivals

https://www.ft.com/content/a3eeb268-5daa-45...8b-eab93b28d3c7

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FT Opinion | Automobiles

Car companies have an infuriating software problem
Managing smooth updates is becoming ever important with the spread of EVs and more sophisticated systems

by Brooke Masters

https://www.ft.com/content/b231210a-79a8-45...47-eaec9a029dc9

FT Books

The Chairman’s Lounge — Joe Aston on the downfall of Qantas
The story of how the once loved Australian airline became a ‘national pariah’

(by Nic Fildes 9 hours ago)

https://www.ft.com/content/c51986cc-a6ce-4f...f7-b44f6177ae9f

FT Personal Finance

The race to stop ‘predatory marriage’ in old age
Cases have grown since the pandemic — with relatives complaining they have been cut out of a loved one’s will

https://www.ft.com/content/51ee56a1-bbec-4f...d9-693442aaa09c

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FT Opinion | Marriage and divorce

For richer, for poorer: the changing finances of divorce
Budget changes make navigating the economic dynamics of relationships more taxing

by Claer Barrett

https://www.ft.com/content/57a69d2f-0c87-47...3d-ecc1dc75d268

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FT Opinion | Data Points

The relationship recession is going global
A rise in the number of single people is becoming a key driver of falling birth rates

by John Burn-Murdoch

https://www.ft.com/content/43e2b4f6-5ab7-4c...fd-d611c36dad74

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FT Opinion | Markets Insight

The big new role for private credit
Profound funding shift might contribute to huge investment needed for data centres, energy and reshoring of industry

by Huw van Steenis

https://www.ft.com/content/43c7b43e-0b69-48...4a-8cac8de84f84

-------------------------------

FT Opinion | The FT View

The rising cost of a caffeine fix
Climate, disease and flawed regulation are squeezing coffee and chocolate lovers

by The editorial board

https://www.ft.com/content/255b3819-152e-4c...02-0b6148751bcc

PATMI? Operating profit? EBITDA? Adjusted EBITDA?

There is only one bottom line: PATMI https://www.sinchew.com.my/news/20250114/%e...4%ba%ba/6215850

The main issue is we have a USA stocks discussion thread and no non-US stocks discussion thread and IBKR is used mostly by people who buy non-US. non-Malaysian (e.g. European, Japanese) shares, so I posted them here. But of course, if you don't want any of these to appear here, I can remove them.

To be fair, IBKR is geared towards trading, so people who follow this thread may want to follow non-US shares news.

And lastly, the thread title says IBKR users are welcomed, and no specific instructions state that this thread is solely for IBKR discussions only. TS moosset is no longer around, too bad.

This post has been edited by TOS2: Jan 16 2025, 02:42 PM

Luxury stocks super green today.

https://www.reuters.com/markets/europe/euro...ons-2025-01-16/

You missed a very important point:

https://www.reddit.com/r/dividends/comments...o_more_popular/



In the long run holding an underperformer/overperformer for 4 quarters instead of 3 months will introduce extra volatility. And volatility is bad for returns in the long run, you can already see that obviously with those leveraged ETFs like TQQQ, SQQQ etc. (at the more extreme side that is).

This post has been edited by TOS2: Jan 19 2025, 12:49 AM

PSA: For those with US T-bills ETFs, your 30% dividend WHT has been refunded today. Do check the huge increase in USD cash balance.

You have to wait for tomorrow/day after tomorrow for the WHT reversal to show up in the IBKR Activity statements though.

I am looking at a 4.55% p.a. IRR with this latest 30% WHT refund, pretty close to the average short-term USD rate for 2024.

This post has been edited by TOS2: Feb 10 2025, 04:15 PM

Not sure why some rows showed deduction of 0.07ish USD,,,

Not sure who used my referral code to open IBKR account... I got my 200 USD credit today... To my horror...



Does anyone have this issue? Wrongly credited with money?

All in BIL ETF!

Gotta save for my future family... but uhmm... no gf yet...

Hi all,

I received email notification that my USD balance is about to close.



I wish to retain the USD balance so I will need to either transfer USD from IBKR to Wise USD balance or deposit MYR/SGD into Wise and convert via Wise internally to fund my USD balance.

Do you guys have any suggestions which method costs less money?

If I move money from IBKR to Wise, I will convert to MYR and move to my MY digital bank accounts. Conversion done by Wise will incur charges... Another alternative is to move money from IBKR to Wise, then move back again to IBKR... but not sure if there are charges for this.

If move money from MYR/SGD to Wise then convert to USD, Wise will charge money in the process... still incur costs.

Thanks for the suggestion ya everyone.

Haven't been here for a looooong time