USA Stocks discussion - Part 3

[peachmouse]

Interesting views from Vincent Deluard on US
At around 32.00: If you look at the past 5 years, the average inflation is 4%. We grew at 3% real GDP. So 3% real plus 4% inflation rate gets you 7%. You can live in a 7% deficit to GDP ratio world. And many emerging markets live like that. ... India had a high inflation and high nominal growth.

 

[DevilPlate]

Interesting views from Vincent Deluard on US
At around 32.00: If you look at the past 5 years, the average inflation is 4%. We grew at 3% real GDP. So 3% real plus 4% inflation rate gets you 7%. You can live in a 7% deficit to GDP ratio world. And many emerging markets live like that. ... India had a high inflation and high nominal growth.

And some say our fiat purchasing power actually diminish at a rate of 7%+ based on M2 global money supply

 

[DevilPlate]

Usually, the beneficiary is stocks. Especially mega-monopolies.
For now, gold, BTC, non-USD currencies are rising (Strongest CHF, EUR)

BTC kinda like the bestest asset to hold rn.

When stock market up, btc hold/up, gold drop

When stock market down, btc hold/up, gold up

 

[d9lives]

Wow! It just fell off the cliff!
Who's still buying and what're you buying?
I still have >60% cash to deploy.

 

[limster]

Wow! It just fell off the cliff!
Who's still buying and what're you buying?
I still have >60% cash to deploy.

I'm deploying some of my funds cautiously. A $30k T-bill just matured last week and I put all the funds into LionGlobal All Seasons (standard), its a 70% fixed income with a short-term S$ bias and 30% equity balanced fund.

Long term treasury holders (aka TLT) are getting tilted (haha), though I presume most people won't be holding long term treasuries because the interest rate is bad in the first place.

My spare US$ is parked in IBTU and the 0-1 years are largely unscathed.

 

[davonir]

Wow! It just fell off the cliff!
Who's still buying and what're you buying?
I still have >60% cash to deploy.

I would buy and hold BABA if it hits my buy levels.

 

[adgjl321]

added united healthcare. anyone into it?

 

[Dividends Warrior]

Wow! It just fell off the cliff!
Who's still buying and what're you buying?
I still have >60% cash to deploy.

Added more AMZN around $201

 

[AndroidComa]

added united healthcare. anyone into it?

bought during the crazy sell off last round $273

 

[stanlawj]

added united healthcare. anyone into it?

Playing with fire. I was tempted, but I didn't buy.

 

[d9lives]

added united healthcare. anyone into it?

Been CSPing UNH for pocket money since last week.

 

[elvintay07]

added united healthcare. anyone into it?

Me. Haha!

 

[elvintay07]

Playing with fire. I was tempted, but I didn't buy.

Why fire?

 

[limster]

i am actually getting more interestedin China/HK market.
short-term trading I think still can use ADRs, trading comms only cheaper.
HSI +10% from current levels this year seems pretty achievable.

 

[elvintay07]

Sifu Leong give us warning



I think he is like Michael Burry. 1 day the rich and poor reverse and we see sifu driving rolls Royce and those who have millions today all begging on the streets?

 

[limster]

Sifu Leong give us warning


I think he is like Michael Burry. 1 day the rich and poor reverse and we see sifu driving rolls Royce and those who have millions today all begging on the streets?

after the 30 year hit 5% then he issue warning. why he never issue warning earlier before the 30 year hit 5%?

what next? after S&P500 fall then he will warn of S&P crash?

more importantly, ETHA and IBIT nice rally, guess that's where the money is going

 

[Dividends Warrior]

Alphabet is going wild! My top US tech position.

 

[DevilPlate]

after the 30 year hit 5% then he issue warning. why he never issue warning earlier before the 30 year hit 5%?

what next? after S&P500 fall then he will warn of S&P crash?

more importantly, ETHA and IBIT nice rally, guess that's where the money is going

Good thing i sold all my TLT and use half of it to buy IBIT/FBTC liao.
Hindsight, should have all in….duno why i keep half in IB01


*that suay kia ML against Bitcoin……and promoting Sreits
Inverse Suay kia easy money

 

[stanlawj]

Why fire?

fire = lose money and mind.

 

[sumako]

Sifu Leong give us warning



I think he is like Michael Burry. 1 day the rich and poor reverse and we see sifu driving rolls Royce and those who have millions today all begging on the streets?

his face really taiko. rusty face