2021 Market Sentiment & Positioning

[MangoTuna65]

Anyone still buying into the US indexes at ATHs ?

I used to have a majority of my holdings in CSSPX, QQQ and HKEX:3067, but have been gently rotating out whenever the indices are green and my target stocks are red.

I am not touching my CLR and ES3 yet, but they aren't a significant holding and are nowhere near ATH.

The thinking is that, when I need safety, I go to ETFs. When I want risk, I go out there and buy falling stocks.

 

[aiptasia]

I see the NASDAQ is getting more extended after yesterday's big surge of the tech giants. A pullback is increasingly becoming more and more likely.

I am keeping one foot out of the door now and will start selling some winners into strength.

 

[NewInvestor]

I see the NASDAQ is getting more extended after yesterday's big surge of the tech giants. A pullback is increasingly becoming more and more likely.

I am keeping one foot out of the door now and will start selling some winners into strength.

The chances are pretty good that a lot of the big tech stocks are going to report blowout earnings. Starts next week onwards.

An exciting few weeks ahead.

 

[MangoTuna65]

The chances are pretty good that a lot of the big tech stocks are going to report blowout earnings. Starts next week onwards.

An exciting few weeks ahead.

APPL next week right?

 

[NewInvestor]

APPL next week right?

Yes....and FB too

 

[MangoTuna65]

Yes....and FB too

I am excited for APPL, not so much for FB.

 

[NewInvestor]

I am excited for APPL, not so much for FB.

Lol. Chances are that the surprises will be on the FB end. Anyway, we shall see.

 

[revhappy]

I see the NASDAQ is getting more extended after yesterday's big surge of the tech giants. A pullback is increasingly becoming more and more likely.

I am keeping one foot out of the door now and will start selling some winners into strength.

I am surprised there is no urge among people to book some gains, and go and enjoy. Or are the big boys already booking profits by selling to the retail yolo crowd?

 

[aurvandil]

I am surprised there is no urge among people to book some gains, and go and enjoy. Or are the big boys already booking profits by selling to the retail yolo crowd?

Everyone looking to maximize profit by selling when the "better than expected" earnings are released.

 

[5408854088]

https://sg.news.yahoo.com/how-the-s...ed-under-democratic-presidents-123151755.html

 

[MrHighlander]

Mikey index greed at 69

Hold or sell lol

 

[candy crush]

Hope is green today

 

[aiptasia]

I am surprised there is no urge among people to book some gains, and go and enjoy. Or are the big boys already booking profits by selling to the retail yolo crowd?

It's always best to take some profits on the way up and cut the laggards if they are taking too long to work.

 

[Newbyib]

https://sg.news.yahoo.com/how-the-s...ed-under-democratic-presidents-123151755.html

Dangerous propaganda material for trading and investing.Bush the senior presided over the Iraq war, Clinton took over when the economy is already in recession and rebounding from it. Bush the second took over the dotcom bubble just prior to the burst and the housing bubble burst under him. Obama took over on the rebound. What conclusions can be drawn? Nothing.

 

[MrHighlander]

Btw what happened to Duke? Haven’t heard from him for a while

 

[InterestingStuff]

Mikey index greed at 69

Hold or sell lol

getting very bubbleish
noobs asking how to buy options
ppl piling into hyped stocks
ppl showing off their 100x gains

 

[limster]

I decided to bring forward my February DCA and buy more this month with the intention of buying Zero next month.

I feel that COVID news is more likely to surprise to the upside rather than the downside. Because of this, I've joined the train of bloggers that are adding more ComfortDelgro. I bought at $1.69 earlier this week, now queuing for $1.67.

2021 target price $1.80 if there is good COVID news.

Similarly, I think US-China relations should also surprise to the upside. This might lead to another rally which will bring the market into dangerous territory.

 

[Entry Level PC]

With President Biden in office and Democrats controlling the Senate, you can expect the new administration to propose a new tax bill soon, including an increase in the corporate tax rate to 28% from 21%.

Expect the top corporate tax rate to rise to 28%, from 21%, and a new 15% minimum tax on book income for companies with net income of more than $100 million but owe no U.S. income tax, effectively an alternative minimum tax on companies.

 

[Dividends Warrior]

I am surprised there is no urge among people to book some gains, and go and enjoy. Or are the big boys already booking profits by selling to the retail yolo crowd?

Staying vested is the enjoyment.

 

[发哨子2020]

It is only the beginning