2022 Market Sentiment & Positioning

[pcuser123]

Do you know how recession feels like? If it is true, we are barely there yet. BUY IN AT JUNE 2023!!!

Depend on whether we have another Lehman Brothers as in 2008. If not, the market might just start to recover. The only thing that is worrying is the bad debts in China and the Ukraine war. Hope it does not affect the rest of the Globe.

 

[RedsYWNA]

Depend on whether we have another Lehman Brothers as in 2008. If not, the market might just start to recover. The only thing that is worrying is the bad debts in China and the Ukraine war. Hope it does not affect the rest of the Globe.

I think its just easier to go with the Fed. Cant get your desired stocks at the lowest point, but on the flip side, you wont be trapped also.......

 

[limster]

Depend on whether we have another Lehman Brothers as in 2008. If not, the market might just start to recover. The only thing that is worrying is the bad debts in China and the Ukraine war. Hope it does not affect the rest of the Globe.

Fortunately there was a Crypto crash before it got too big... otherwise some of the banks might have bigger exposure

Luckily this time round, banks are not dumb enough to offer to sell insurance for crypto, the same way they sold insurance for CDOs.....

I'm sure someone did ask Goldman whether they would sell insurance to insure against the risk that a stablecoin will depeg but they said no....

As for war, it is a human tragedy but wars are often seen as a way to get out of recession, rather than being the cause of it....

https://archive.nytimes.com/krugman.blogs.nytimes.com/2010/09/28/economics-is-not-a-morality-play/

 

[ExEngineer]

I bought LLOY tonite

More fun politics-watching continues today, with the first round of voting.

Today the current chancellor (who is nominating himself, and who just accepted the job from Boris after the last chancellor quit. and then this new guy himself said Boris should quit), amazingly said that if elected he would happily appoint his old boss Boris (reminder: someone who lied repeatedly to parliament and public, including ignoring official sexual harassment complaints towards government ministers) into his future cabinet. Just ONE example of the crazy+stupid candidates on display.

Seriously, it is just about as enternatining and horrifying as party politics in that other basket case country, to the North of us across the causeway!***





***
I said Almost, not entirely….all you anglophiles and bolehland-knockers can kindly untwist twist your underwear…

 

[gld998]

cpi is at 9%! prepare your warchest folks!

 

[limster]

cpi is at 9%! prepare your warchest folks!

I'll be buying VWRD/LSPU tonite!

 

[kickass22]

I'll be buying VWRD/LSPU tonite!

Hi, Limster and anyone buying , Did you'll change your SGD to USD some time back and using that or do you'll do the exchange as you buy. Just trying to understand what others do compared to what I do.

For me, so far I have been using all the cash holdings I have in USD from previous exchange when the exchange rate was very much lower. However I have used up all those.

If you don't mind sharing, that would be great.

 

[kickass22]

I won't be buying today unless it reaches my target % .

 

[zzTiny]

I don't think currency exchange risk is of particular concern in terms of returns if hold for a longer period of time and a revision to be occur. I am not very good about forex.

The gains and loss from every new purchases should effectively nullify if the currency returns back.

 

[limster]

bought VWRD/LSPU/BBVA/SAN before 10pm. lets see if I wake up to green market tomorrow, otherwise, I'll just continue averaging down.

 

[churnmaster]

Hi, Limster and anyone buying , Did you'll change your SGD to USD some time back and using that or do you'll do the exchange as you buy. Just trying to understand what others do compared to what I do.

For me, so far I have been using all the cash holdings I have in USD from previous exchange when the exchange rate was very much lower. However I have used up all those.

If you don't mind sharing, that would be great.

I don’t convert SGD to USD as I’m already having enough USD in cash. Instead, I’ll be looking at converting some of this USD to SGD over the next few months.

 

[zzTiny]

I won't be buying today unless it reaches my target % .

https://www.straitstimes.com/busine...-in-off-cycle-move-to-slow-inflation-momentum
Its safe to assume we will keep trailing behind.

 

[jayou8]

https://www.straitstimes.com/busine...-in-off-cycle-move-to-slow-inflation-momentum
Its safe to assume we will keep trailing behind.

Good opportunity to buy USD today

 

[pcuser123]

The German market took real beating since start of Ukraine war in Feb. it is looking good to test trend line. Hope it will excit the other markets.

 

[pcuser123]

This is how DOW looked now

 

[nats7798]

Any good stocks or etf to play out this year choppy climate??

 

[poposlel]

Hi, i have a manulife investment plan (10 year plan, currently i have already paid for 2.5 years, monthly commitment of 1k) which has ~31k in value which i am looking to let go at a discount, any interested party please let me know and happy to discuss the details. The current funds it has is focused in china companies but can be switchable.

 

[ctan84]

Hi, i have a manulife investment plan (10 year plan, currently i have already paid for 2.5 years, monthly commitment of 1k) which has ~31k in value which i am looking to let go at a discount, any interested party please let me know and happy to discuss the details. The current funds it has is focused in china companies but can be switchable.

Free switchable funds, it sounds like what you have is an ILP. ILP is the most hated product here and anyway, ILP can be transferred one meh?

 

[poposlel]

Free switchable funds, it sounds like what you have is an ILP. ILP is the most hated product here and anyway, ILP can be transferred one meh?

Yea mine is an ILP under Manulife (investready wealth II) and can be transferred. if you are looking to invest in fund for the long term, I think is still worth considering at a discount. I would have kept it if not that I needed the cash. Let me know if you are interested!

 

[occifer]

Anyone know any good S&P 500 etf in euro??

Good market cap, liquid and tracks well.

USD is kinda expensive now, rather park some in euro. Euro to USD is around 1.0 now.