The bears den

[limster]

Nobody can beat the market by investing in IWDA because it pretty much tracks the MSCI world index, which happens to be the market.

you can beat the market by buying IWDA when it is low, exiting before a crash, and buying after the crash, which I think is what Revhappy is trying to do

 

[Trader11]

Yeah the winning for Toto 1st prize is also fiercer but chance of winning is close to zero.

And I suggest you look at the performances of a 100% bear and short only fund. How good their returns are.

Short is good for hedge fund in bear market since they have, mandate to make profits every year

 

[wutawa]

Take it easy guys. It's flyday and G20 wkend
Dun hold your shorts overnight unless you are cock sure Trump will say "nay" to Xi.

How is g20 so far?

 

[Dividends Warrior]

Technical recession ... does it lead to spike in unemployment rate, business bankruptcies and sharp drop in consumer confidence & subsequent spending?

In the peak of GFC in 2009, during CNY getting a table for CNY lunch in 5 star restaurants to entertain corporate clients was becoming difficult. There seem to be no curtailment in spending by big corporates / businesses. The same year couple of months later both NATAS fair and Chan Brothers Travel fair made record sales. The above are examples of consumer discretionary spending in Singapore. All this happened while the GDP figures were still showing recession.

Exactly. Retail is surprisingly resilient in singapore, for whatever reasons. Just look at the massive horde which descended upon the new Funan opening yesterday, during working hours! Madness!

 

[limster]

Exactly. Retail is surprisingly resilient in singapore, for whatever reasons. Just look at the massive horde which descended upon the new Funan opening yesterday, during working hours! Madness!

retail can be resilient but share price of retail reit can drop.

I bought FCT and CMT during the last GFC because when I visited the malls, they seemed to be doing ok and the dividend yield was very nice. I only kept my FCT shares and sold my CMT to take profit because it always seemed overvalued compared to FCT (central vs suburban mall REIT or just the capitaland brand name)

 

[Dividends Warrior]

retail can be resilient but share price of retail reit can drop.

I bought FCT and CMT during the last GFC because when I visited the malls, they seemed to be doing ok and the dividend yield was very nice. I only kept my FCT shares and sold my CMT to take profit because it always seemed overvalued compared to FCT (central vs suburban mall REIT or just the capitaland brand name)

Yup, sub-urban malls more resilient

 

[Dividends Warrior]

How is g20 so far?

According to Trump, it's 'BORING!'

 

[coolhead]

According to Trump, it's 'BORING!'

Rate hike rate hike!!!

Sent from HMD Global TA-1004 using GAGT

 

[hindsight]

you can beat the market by buying IWDA when it is low, exiting before a crash, and buying after the crash, which I think is what Revhappy is trying to do

That involves timing/trading the market, which is probably even harder to do than holding a portfolio of stocks.

 

[blue_denim24]

G20 live thread


https://edition.cnn.com/politics/live-news/g20-june-2019-intl-hnk/index.html

How is g20 so far?

 

[Trader11]

Market blowing up on Monday

 

[DukeCS33]

Now that quarter and half year end window dressing is over, would the equity index still climb next week?

 

[SpinFire]

US and China agree to resume trade talks. Looks like they just bought more time... and Trump can continue pressuring the Fed to cut rates as there’s no trade deal

 

[MrHighlander]

This one is substantive though - sales can resume to Huawei

 

[Trader11]

This one is substantive though - sales can resume to Huawei

Tech stocks will chiong on Monday

 

[wutawa]

G20 live thread


https://edition.cnn.com/politics/live-news/g20-june-2019-intl-hnk/index.html

Thanks bro. Looking good.

 

[NewInvestor]

Now that quarter and half year end window dressing is over, would the equity index still climb next week?

Earnings season is in July? That will be interesting.

 

[MrHighlander]

Sigh - will Mr Bear ever come ?

 

[wutawa]

I tink mr bear is more sneaky than mr bull. Sharp drop vs gradual rise. He will ambush at the least expected timing.

 

[coolhead]

With a truce of trade war, looks like July rate cut will be delayed.

Sent from HMD Global TA-1004 using GAGT