2021 Market Sentiment & Positioning

5408854088

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Cautious optimism? US dollar decline? Stimulus? Vaccines? Crude oil? Stock picks? Cryptocurrencies? Come on in and chit chat! :D
 

revhappy

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Dow will outperform Nasdaq. Asia will outperform US. Dollar will fall 8%.
 

weng0202

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Should be quietly optimistic but usd should continue to decline with the QE. Now just see whether US will come out with a big stimulus.
 

revhappy

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Between now and Mar 2021, expect 1 decline of 10%, just because markets are so over heated. While economy will deteriorate, with stimulus delay and it will take time for vaccination to ramp up, so markets should hit an air pocket and sudden realization about how bad the on ground situation is.

Then FED speakers come one by one and calm down the markets.
 

revhappy

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I expect SGD bond yields to become negative. WTH, both Portugal and spain 10yr are trading at 0%
 

NewInvestor

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Should be quietly optimistic but usd should continue to decline with the QE. Now just see whether US will come out with a big stimulus.


I think the stimulus will definitely be done. Small one, about $1T, before year end to avoid eviction crisis and small business collapse. Later, when Biden is ensconced as President, a much bigger stimulus. And maybe, even one more after that.

USD will continue to decline with the rising USD money supply. The question is where all these USD will be invested - in US or Asia? I think the money will be used rotationally ie it will go to wherever cheap stocks are until stocks everywhere are very very expensive.
 

weng0202

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I think the stimulus will definitely be done. Small one, about $1T, before year end to avoid eviction crisis and small business collapse. Later, when Biden is ensconced as President, a much bigger stimulus. And maybe, even one more after that.

USD will continue to decline with the rising USD money supply. The question is where all these USD will be invested - in US or Asia? I think the money will be used rotationally ie it will go to wherever cheap stocks are until stocks everywhere are very very expensive.

Likely will flow to Asian markets when valuations become too high elsewhere.
 

wanker88

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More QE... more cheap money to flow into stock market! Huat ah!!
 

nats7798

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Travel airlines cruise tourism cinemas

Anything to do with CROWD
 

chaoprokia

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Travel airlines cruise tourism cinemas

Anything to do with CROWD

Vaccine hype will end soon.

Cruise make many offering
Airline sign debt bond with gov for relief

Result will remain deep in red

Now is all the hope exist

There this
meme
growth for millennials.
Value for boomers.

Place ur bet
 
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