2020 market expectations and positioning - Part 2

[moolala]

does anyone know which broker allow trading of options in pre and after market?

how come i can see options being sweep before market open?

 

[pm_me_ur_noods]

Tech is not everywhere, reits got no tech...

Then what is AJBU?

 

[MrSinkie95]

Tech uplorry gaogao

 

[limster]

yesterday nearly 60k, today 16k, hope it continues. maybe earn some money to spend on Lazada 11.11 sales

 

[MrHighlander]

Anyone buying ISF? It has not reached the ATH like the US indexes

 

[MrHighlander]

Hmmm BABA also down a lot

 

[NewInvestor]

Hmmm BABA also down a lot

Baba deserves to be down. Its 33% of ANT is worth much less today compared with, say, last week.

 

[SoshiPrince]

Yes, QQQ is gd. Basically buying a cross section of America's 100 most innovative companies. I expect some short-term weaknesses as hedge funds rotate to cyclicals and weak hands take profit.

But long term, QQQ has shown it is incredibly resilient. My main complaint on QQQ is that it does not really have much exposure to China, other than PDD and JD. So I do supplement QQQ with some Chinese exposure, as I expect the yuan to strengthen against the dollar in the next 5-10 years.......

Hello RedsYWNA,

I came across your comment on the ETF QQQ. I have always been interested in this ETF and the recent dip has just posed a good opportunity to start a position.

However, the fact that it is domiciled with 30% WHT,higher estate tax, higher expense ratio than some Ireland alternatives , does it not bother you?

What have you considered and what made you decide on this ticker?

 

[revhappy]

Hello RedsYWNA,

I came across your comment on the ETF QQQ. I have always been interested in this ETF and the recent dip has just posed a good opportunity to start a position.

However, the fact that it is domiciled with 30% WHT,higher estate tax, higher expense ratio than some Ireland alternatives , does it not bother you?

What have you considered and what made you decide on this ticker?

QQQ is an extreme growth oriented ETF. Dividend yield is only 0.5%. So 30% WHT of it is so small, it really doesnt matter. In fact the spreads on this will be much lower and commissions too lower, compared to its equivalent LSE ETF, if one exists. So dont worry about it.

 

[revhappy]

Anyone buying ISF? It has not reached the ATH like the US indexes

The time to buy was 2 weeks back. It has had a vertical move of more than 10%, since then.

Buying anything now is a momentum trade. You never know when the momentum will stop. Might as well hold on to what you have and wait for a pull back.

 

[MrHighlander]

With the vaccine, how about the argument that fundamentals have truly changed and hence stocks are playing catch up?

The time to buy was 2 weeks back. It has had a vertical move of more than 10%, since then.

Buying anything now is a momentum trade. You never know when the momentum will stop. Might as well hold on to what you have and wait for a pull back.

 

[aurvandil]

Massive moves in the credit markets because of the vaccine news. There has been a rotation out from US Treasuries into corporate bonds. Junk bonds in particular are on fire.

 

[BBCWatcher]

Tech is not everywhere, reits got no tech...

You mean WeWork wasn’t a technology company?

 

[moolala]

You mean WeWork wasn’t a technology company?

whats so techy about wework?

 

[MangoTuna65]

Today is buyer's remorse day? After the knee jerk from vaccine announcement ...

 

[limster]

whats so techy about wework?

it depends on the definition, you can invent a definition that makes MacDonald's a tech company

 

[yang_nastyman]

Today is buyer's remorse day? After the knee jerk from vaccine announcement ...

T+2, clearing day

those who bought previously were happy with the 10%+ gains this week..

those who were stuck when they bought the dip but realised stock never move also sell off after this small gain

and lastly, people who realized this pfizer vaccine is still testing phase, even if it is successfully given FDA approval, reaching our shores and having our entire world vaccinated may eat well into 2022.

 

[moolala]

T+2, clearing day

those who bought previously were happy with the 10%+ gains this week..

those who were stuck when they bought the dip but realised stock never move also sell off after this small gain

and lastly, people who realized this pfizer vaccine is still testing phase, even if it is successfully given FDA approval, reaching our shores and having our entire world vaccinated may eat well into 2022.

??? T+2? for cash accounts?

 

[yumsang]

just vaccinate US and europe first to reboot world economy
the other serious huan next year second half then see how

 

[Potato_Wedges]

Many daft people around and let all BB eat your hard-earned savings.

According to last night news, no information had yet been disclosed about the ages of the participants in the trial - US pharmaceutical giant Pfizer

“If a vaccine is to reduce severe disease and death, and thus enable the population at large to return to their normal day-to-day lives, it will need to be effective in older and elderly members of our society,” said Eleanor Riley, professor of immunology and infectious diseases at the University of Edinburgh.

Best bet is NOT to buy now.

Latest: vaccine development took a hit Monday when Brazil’s health regulator announced it had suspended clinical trials of a Chinese-developed Covid-19 vaccine — one of the most advanced vaccine candidates — after an “adverse incident” involving a volunteer recipient.

If vaccine is so simple...HIV would have a cure since 1960s.