HWZ Forums

Login Register FAQ Mark Forums Read

2020 market expectations and positioning

Like Tree629Likes
Reply
 
LinkBack Thread Tools
Old 14-02-2020, 10:40 AM   #841
Arch-Supremacy Member
 
Join Date: Jun 2010
Posts: 10,988
DOD wants to use microsoft but amazon want to insist that DOD reconsider and use them... it's a joke really
The court doesn't think it's a joke since it granted Amazon's request for a temporary restraining order.
BBCWatcher is offline   Reply With Quote
Old 14-02-2020, 11:32 AM   #842
High Supremacy Member
 
coolhead's Avatar
 
Join Date: Mar 2007
Posts: 28,654
SSE back to yesterday's high after a more accurate wuhan figure was reported. situation back to normal guys.

Posted from PCWX using Redmi K20 Pro
coolhead is online now   Reply With Quote
Old 14-02-2020, 11:39 AM   #843
Senior Member
 
Join Date: Feb 2008
Posts: 972
The way the US market is behaving, it appears it was well on its way to rip up to S&P 4000 level, this virus has put some breaks, but there is no downside yet. Some people are trying to predict the top and short. This gives even more energy for the bulls.

If you are not allocated at all to markets you are going to be very disappointed. I think still there is time to get into markets. This virus thing will die off soon and the all that latent energy will push up all indices like crazy, we could have a year like 2017, very soon.
You're scaring me 😮
d9_lives is offline   Reply With Quote
Old 14-02-2020, 02:50 PM   #844
Senior Member
 
Join Date: Oct 2018
Posts: 2,340
The way the US market is behaving, it appears it was well on its way to rip up to S&P 4000 level, this virus has put some breaks, but there is no downside yet. Some people are trying to predict the top and short. This gives even more energy for the bulls.

If you are not allocated at all to markets you are going to be very disappointed. I think still there is time to get into markets. This virus thing will die off soon and the all that latent energy will push up all indices like crazy, we could have a year like 2017, very soon.
Bear turning bullish... Be careful now
Trader11 is online now   Reply With Quote
Old 14-02-2020, 03:37 PM   #845
Senior Member
 
decibel.'s Avatar
 
Join Date: Jan 2013
Posts: 2,436
Well if you work in bigger companies you would have realized companies are actively cancelling events, which potentially lose millions on the table in overall preparation. Sales outlook are also affected due to the virus. Further correction is expected. Most government already did the math and issue statements about their economy already.

Sent from HUAWEI VOG-L29 using GAGT
decibel. is online now   Reply With Quote
Old 14-02-2020, 03:44 PM   #846
Master Member
 
Join Date: Nov 2012
Posts: 3,679
Well if you work in bigger companies you would have realized companies are actively cancelling events, which potentially lose millions on the table in overall preparation. Sales outlook are also affected due to the virus. Further correction is expected. Most government already did the math and issue statements about their economy already.

Sent from HUAWEI VOG-L29 using GAGT
The west hasn't quite got the memo yet, but UK already taking steps. The rest of Europe, and then US, should not be far behind.
__________________
Sent from my lao-ya laptop.
Okenba is offline   Reply With Quote
Old 14-02-2020, 05:45 PM   #847
Senior Member
 
Join Date: Feb 2008
Posts: 972
How's it during the 2003 SARS?
Let me share 1 article from my favourite blogger.

https://www.financialsamurai.com/imp...e-coronavirus/

Let me know your thought.

Last edited by d9_lives; 14-02-2020 at 05:52 PM..
d9_lives is offline   Reply With Quote
Old 14-02-2020, 07:10 PM   #848
Member
 
Join Date: Aug 2019
Posts: 188
How's it during the 2003 SARS?
Let me share 1 article from my favourite blogger.

https://www.financialsamurai.com/imp...e-coronavirus/

Let me know your thought.
There are a few things that have changed since.
Central banks have been more aggressive in preventing a market rout with liquidity injection.
The market structure ie composition of the market participants have changed for eg Singapore and China.
So not every time is a repeat of history.
My thoughts.
Newbyib is offline   Reply With Quote
Old 15-02-2020, 01:31 AM   #849
Senior Member
 
decibel.'s Avatar
 
Join Date: Jan 2013
Posts: 2,436
The west hasn't quite got the memo yet, but UK already taking steps. The rest of Europe, and then US, should not be far behind.
Certainly and eventually. Several events around the globe have either been postponed until further notice or cancelled totally. Most that have not been made official will not be releasing statements since the invites are not sent. Asia and EU would be taking the heat first followed by US.

How's it during the 2003 SARS?
Let me share 1 article from my favourite blogger.

https://www.financialsamurai.com/imp...e-coronavirus/

Let me know your thought.
Nice analysis. Just a few notes: you shouldn't be looking purely at fatality rate. Yes it's low but that doesn't change the fact that with more cases requiring medical attention it will eventually exhaust your medical infrastructure leading to manpower issues and in general, shortage of resources to attend to such cases.

Also, pay attention to those countries with aging population. These are cities where healthcare is almost stressed out everyday even without the virus outbreak. There's a reason why in Singapore, authorities have to look for other buildings to use for quarantine purposes because there just isn't enough isolation wards. Talk to those who work on the ground, they know the actual situation better than what's reported.

But overall it depends on how the government is handling the matter. If your government is decisive and able to instill trust in the people, that's great but if not, Singapore panic buying is one good example of losing trust.

Sent from HUAWEI VOG-L29 using GAGT
decibel. is online now   Reply With Quote
Old 15-02-2020, 08:33 AM   #850
Arch-Supremacy Member
 
MikeDirnt78's Avatar
 
Join Date: Jun 2002
Posts: 23,955
I mentioned this a lot of times.

For those who are timing the market or doing active investment, you should invest in some stocks and keep some cash.

Don't try to be at the extreme ends with 100% cash or 100% invested.

If you are doing passive investment, just continue with the monthly purchase.
revhappy likes this.
__________________
Eat | Live | Punk Rock | Save | Invest | Finance | Fitness | Pixel | Tech | DIY
POHA Cap. 256A
MikeDirnt78 is offline   Reply With Quote
Old 15-02-2020, 08:48 AM   #851
Senior Member
 
Join Date: Oct 2018
Posts: 2,340
I mentioned this a lot of times.

For those who are timing the market or doing active investment, you should invest in some stocks and keep some cash.

Don't try to be at the extreme ends with 100% cash or 100% invested.

If you are doing passive investment, just continue with the monthly purchase.
For a start, what do you recommend for cash:equities ratio?
Trader11 is online now   Reply With Quote
Old 15-02-2020, 08:57 AM   #852
Master Member
 
Join Date: Dec 2018
Posts: 2,500
Last week was a buying time.
No cash and you are powerless.
Merg91 is offline   Reply With Quote
Old 15-02-2020, 09:06 AM   #853
Arch-Supremacy Member
 
MikeDirnt78's Avatar
 
Join Date: Jun 2002
Posts: 23,955
For a start, what do you recommend for cash:equities ratio?
Which strategy are you adopting?

The passive or active way?
__________________
Eat | Live | Punk Rock | Save | Invest | Finance | Fitness | Pixel | Tech | DIY
POHA Cap. 256A
MikeDirnt78 is offline   Reply With Quote
Old 15-02-2020, 09:10 AM   #854
Senior Member
 
Join Date: Oct 2018
Posts: 2,340
Which strategy are you adopting?

The passive or active way?
Active management
Trader11 is online now   Reply With Quote
Old 15-02-2020, 10:15 AM   #855
Arch-Supremacy Member
 
MikeDirnt78's Avatar
 
Join Date: Jun 2002
Posts: 23,955
Active management
If you are starting, just increase your equity portion in the next few months.

Increase until a level you are comfortable and can still sleep well at nights without being worried too much about your money.

Taking the middle (50:50) approach is good.
__________________
Eat | Live | Punk Rock | Save | Invest | Finance | Fitness | Pixel | Tech | DIY
POHA Cap. 256A
MikeDirnt78 is offline   Reply With Quote
Reply
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ. Forum members and moderators are responsible for their own posts.

Please refer to our Terms of Service for more information.


Thread Tools

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are On