2022 Market Sentiment & Positioning

[aurvandil]

Bears had assumed that it was iron teeth bulls fighting the FED.

In reality it was institutions with access to live battlefield intelligence that suggest the Ukraine war might be headed for a quick unexpected end.

 

[revhappy]

Bears had assumed that it was iron teeth bulls fighting the FED.

In reality it was institutions with access to live battlefield intelligence that suggest the Ukraine war might be headed for a quick unexpected end.

Conditions look ripe for a major short squeeze rally over the next few weeks. Stay invested and fasten your seat belts guys

 

[revhappy]

 

[stanlawj]

This technology is already already available and in use right, driverless vehicle on designated routes for mining and in ports.

because loss of cargo value is politically less sensitive than loss of human life. Politicians also do not want to lose votes for mishandling fatalities. Don't SGPoreans like to complain to MP when nothing works?

 

[edwardZ]

just made a quick look at COT for SP500 futures again, while he is not wrong that Non-Comms (on legacy report) are net-short comparable to the past, it was not mentioned that the bulk of the shorters seem to come from Leveraged Money and Asset Managers (on non-legacy report) while the Dealers do not have major shorts on their books yet. Asset Managers have decent amount of longs to defend their shorts but Leveraged Money have very low positions in longs to defend their massive shorts . This gives a clue that markets might continue to slaughter all the pigs upwards first. The Dealers do have quite a sizable amount of longs positions comparable to the past (whether majority is for hedging or speculation is the unknown). There was a similar COT discussion in the other thread 1-2 weeks ago where we were guessing the markets will rip back up pretty soon based on the limited data given. Eggciting to see what is ahead

 

[limster]

Today ART +4.8%! Bought 8k of ART earlier... regret not buying more. Who says cannot make money with dividend stocks? As for CDG no movement... 1 gainer, 1 don't lose money, so average out... still ok

CDG +2.2%! Go go go !

For those that haven't noticed, Singtel, which is another of my laggard stocks, has been slowly creeping upwards the past few weeks.... who knows, it could recover to $3?

This is a very stealthy recovery.....

 

[RedsYWNA]

Bears had assumed that it was iron teeth bulls fighting the FED.

In reality it was institutions with access to live battlefield intelligence that suggest the Ukraine war might be headed for a quick unexpected end.

I honestly cant see how the Ukraine war can be headed for a quick unexpected end. Ukraine cant accept separation (no country can), while Putin will not accept defeat with a whimper.

 

[edwardZ]

CDG +2.2%! Go go go !

For those that haven't noticed, Singtel, which is another of my laggard stocks, has been slowly creeping upwards the past few weeks.... who knows, it could recover to $3?

This is a very stealthy recovery.....

i want to close out my singtel stocks as well, wait damm long already. SG stocks really laggard to the max lol.

 

[revhappy]

I honestly cant see how the Ukraine war can be headed for a quick unexpected end. Ukraine cant accept separation (no country can), while Putin will not accept defeat with a whimper.

It might be like the Korean war which has still technically not ended. But there could be a cease fire and some agreement unofficially. Officially Putin still doesn't want to lose face, so they might declare some kind of fake victory.

 

[aurvandil]

It might be like the Korean war which has still technically not ended. But there could be a cease fire and some agreement unofficially. Officially Putin still doesn't want to lose face, so they might declare some kind of fake victory.

The signs are that a coup is imminent.

 

[churnmaster]

It might be like the Korean war which has still technically not ended. But there could be a cease fire and some agreement unofficially. Officially Putin still doesn't want to lose face, so they might declare some kind of fake victory.

Russia has already caused so much pain to the EU. Let's see what happens in the coming winter.

 

[Thoreldan]

splendid CPI move..
institutions probably already knew and brought the price up before the dump

 

[revhappy]

So September looks like is going to be another bad month.

 

[kickass22]

So September looks like is going to be another bad month.

Or it might be a good month for people waiting to buy at a lower price?

 

[limster]

keeping to my old strategy. Buy IWDA below $75. Average down to $70, and see if MSCI World makes a 'higher low'

 

[direbmem]

Time to buy tomorrow in SGX. And hope bank interest go to 4% cos I am more than 70% in cash lol

 

[RedsYWNA]

Looks like 4% fed rate by year end. 0.75% hike followed by two 0.5%.

 

[churnmaster]

Tough year for the Perma bulls ..... However, S&P500 futures did rally almost 300 pts from around 3860 to 4160 over the last 5/6 trading sessions. So, market did provide the opportunity to lighten.

 

[homer123]

 

[revhappy]

Looks like 4% fed rate by year end. 0.75% hike followed by two 0.5%.

Could be 0.75 0.75 0.75 until inflation cools down materially.