Just want to get a feel of the market sentiment.

Honest inputs are greatly appreciated.

if burst will surely affect all other world indexes.

You see kospi, nikkei and other em indexes all also ballooning following the US.

Biggest indicator is TSLA I don't want to be holding anything but cash and long term dividend stocks when the bubble inevitably pops. I mean, everyone can see that the market is overpriced as it is but FOMO is making them go balls deep with their money.

Because everyone is cooking a world that wont exist. A world where Tesla would control drone cars.

Its a gambling den in U.S now. Even democratic crisis drives the market up!

" I shall send you to heaven, before I send you to hell "

And good luck for those rushing in to TSLA and ARKK...

"can’t be a bubble if everyone thinks it’s a bubble"

Bubble can go up a long time

So u exit market now and wait, market still go up. U then FOMO jump in again. Then it will crash

If pop, there will be a panic sell in Malaysia (because of fear) but rebound within few months (after people realise Tesla doesn't affect Malaysia's fundamentals)

Bubble will continue to rise as long as fresh money is pouring in.

If enough ppl believe there is a bubble, there isn't. Vice versa.

So if many ppl vote C here, then there is a bubble.

The world richest person come from Tesla now.

Tesla share price now >USD800, if pre-split means USD4000.
Show no sign of slow down, keep on going up.
UP >800% in just about one year time

Fyi,
Tesla production for 2020 is around 500K car pa

For comparison
Toyota production is about 10 mil globally.
Perodua about 200K+.

Bubble will continue to inflate further...until it crashes for real.
March 2020 is just the tip of an iceberg.

TESLA comes up a lot.
That is because people fundamentally have problems agreeing what company Tesla is.

If you think Tesla is a car company and is judged as one, then it is a massive bubble.
If you think Tesla is a disruptor that will dominate the auto industry once the shift to electric is done, then it is fairly priced.
It's all in how you do your calculations for Tesla and what your base comparison model is.

KLSE? Definitely some discrepency between the highs of the stock market and the dragging economy. Still, it may not be a bubble that is going to burst. There is also the chance that the economy will grow and recover to reach the heights of the bubble, which means no crash correction happens.

I'm more of a bear so I'm looking the other way.

To me KLCI componetes are not expensive. I am just worried that Tesla, bitcoin crashing will have spill over effect. Last time during the dot com bubble, nasdaq dropped from 5000 to 1200 (about 75%)
S&P drop from 1500 to 800 (about 47%)

KLCI dropped from 1000 to 500 (about 50%)

Now with Tesla in S&P index, when it crashes, S&P will drop real hard.


This post has been edited by HereToLearn: Jan 8 2021, 02:06 PM

Double posted

This post has been edited by HereToLearn: Jan 8 2021, 02:06 PM

If the risk is only with Tesla, isn't the blast radius fairly contained for a single stock?
The dot com buble was huge because it wasn't just a stock, it was an entire industry propped up on sky high PE ratings because nobody knew how to price these new tech companies.

Unless, of course you are referring to the FAANG stocks being in a massive bubble too.

Tesla and bitcoin are just 2 more obvious cases.

I am also skeptical on shopify, zoom.

Telsa's blast radius will be small, but the chain reaction that it might trigger is hard to imagine.

I have no better way to say that I share your viewpoint other than saying I am sitting on net cash.
2021 will be my year of waiting. Opportunity cost, I have accepted.

Double posted

This post has been edited by HereToLearn: Jan 8 2021, 02:27 PM

These are the more obvious ones that I am seeing, there might be a lot more not-so-obvious ones, waiting for that one crash that can trigger the chain reaction of selling

It is now spreading to various stocks.
Anything related to EV, now surge like no tomorrow, typically in Taiwan stock market, whereby there are plenty of semi-conductors listed companies that are essential for EV as well as outsourcing companies that produce range from chips, IC and automotives parts. .

True, which is why when Telsa bursts, it might spread to anything related to EV, which might then bring some indexes down. And when some indexes down, people might panic and sell anything not related to EV too, which then might affect KLCI indirectly

This post has been edited by HereToLearn: Jan 11 2021, 03:49 PM

BTW, BTC has lost 22% since my 1st post regarding the bubble. Anyone is going to short Telsa?

Would you be daring enough to get your future on this? Many fund managers who were being on short were being burned to crisp in the past.

I think Tesla is different from others. They have shown what they are capable for and are indeed ahead of everyone else. They are still not there yet but indeed its the closest one, although I do doubt if the American public would actually support driverless cars.

If you take them from technological pov, they are the leader and future is shining bright. However if you view them from manufacturing side, then they are completely rubbish.

Is Tesla a tech company or a manufacturing company just like every other car manufacturers?

Just take a look at Amazon. They suck if you compare them to Alibaba but are they really a seller or a tech company? They do suck if you take them as a seller.

May rebound to higher price.

Don’t worry too much and it will be time for us to enter at the right time and value

Still got a lot undervalue around with good fundamentals but sorry to say for those being hyped up the correction is coming end Jan the question how much correction and rebound on the upside

BitCoin is mostly bubble due to the noise being hyped during Oct hence upside 2.5x and correction today already shown 20% and if Biden start regulating Crypto which will happen only question when

Stand back stand down and stand by to pick up value for beaten up securities

There is a bubble around EVs which will pop eventually.

The DOW is around 7% higher than 1 year ago. The chart doesn't look like a bubble to me. The KLSE is at 1,600, down from 1,800 2 years ago. I'm not seeing a massive bubble in the market. It's only in certain stocks, particularly EVs and tech.

If one is inside the bubble, could not see the bubble from the outside. The bigger the bubble, the more comfortable for insider.

This post has been edited by icemanfx: Jan 14 2021, 07:25 PM

Or if you are really desperately looking for bubbles, you'll see them where they don't exist.

I personally think there is a bubble in the global tech sector....

When things like stocks, bitcoin... etc. hit ATH, but gdp n biz r not at that level, crash will happen. The bubble fear is ther.

2021 can either have a crash or hit new record high if nothing happens.

What should we do? 50-50, half the cash on hands, gold n silver, if crash buy low, if doesnt happen, the other half fly new height