The bears den

[Shortthemkt]

Morgan Stanley Turns Bearish on Global Stocks as Challenges Grow:

https://www.bloomberg.com/news/arti...s-bearish-on-global-stocks-as-challenges-grow

You read that and you sell, they will be at opposite end happily accumulating.

 

[Shortthemkt]

Anyone caught the drop this morning?

 

[Shortthemkt]

Anyone caught the drop this morning?

 

[Mr.Canberra]

Bears thread more active than Bulls thread. Bears in charge.

 

[Mr.Canberra]

Temasick

https://www.bloomberg.com/news/arti...een-falling-on-global-stock-market-volatility

As usual buy high, sell low.

 

[DukeCS33]

You read that and you sell, they will be at opposite end happily accumulating.

Only applies to the feeble minded. And if one has no independent view, then he or she should not be trading.

 

[Trader11]

In bond market, treasuries bond yield has been trending down. Big boys expect recession coming.

 

[Mr.Canberra]

Just 2 weeks ago this thread so super hyped. Shortists all stopped out by big boys manipulation?

 

[Trader11]

I think Powell will not want to create a crash. So he will say good things today for market to rally....

 

[Mr.Canberra]

Bears murdered by Powell comments. LOL!

 

[coolhead]

I've never seen a Fed so accommodative, this statement is even more accommodative than May's meeting. There's literally no indication that fed is going to maintain rates and all signs pointing to rate cut. While as a gold bull I'm happy, I still think july will still maintain though I maybe wrong.

The fed is seriously very accommodative this time.

 

[Trader11]

I've never seen a Fed so accommodative, this statement is even more accommodative than May's meeting. There's literally no indication that fed is going to maintain rates and all signs pointing to rate cut. While as a gold bull I'm happy, I still think july will still maintain though I maybe wrong.

The fed is seriously very accommodative this time.

The Uncle Powell squeeze on bears

 

[Trader11]

Every where central Bankers are cutting rate. Maybe equities will huat like 2010-2011 and 2013-2015 period

 

[limster]

After not buying anything in June except IPO and rights issue, i resumed buying this month, bought about $10k so far this month. Guess I should stop buying and follow this rally up.

 

[Trader11]

After not buying anything in June except IPO and rights issue, i resumed buying this month, bought about $10k so far this month. Guess I should stop buying and follow this rally up.

Uncle Limster can ride the wave!!!!

 

[d9_lives]

Bears turn bulls...
I feel sorry for them...
They sound smart though.

 

[MrHighlander]

S&P steamrolled past 3000 points

What a spectacle lol

 

[limster]

Bears turn bulls...
I feel sorry for them...
They sound smart though.

Its fine to change your position in response to new data and information. Better than being a permabear

I moved from worried in June to cautiously optimistic for July :

I think this is the wrong thread to give tips on going long on shares/ETFs

There is a difference between being a bear and a permabear. A bear can become less bearish or even bullish, but the permabear is always "Doctor Doom", one day he may be correct, but he will miss out on a lot while waiting for the day he is correct... Uncle168, where are you?

Myself, I was very worried in June. For July, I am cautiously reviewing my position as I get more information (as opposed to seeking out only information that confirms a bullish or bearish bias). So I will start buying shares again in July, maybe 50% of free cash flow into equities/ETFs, and 50% to fixed income/ETFs.

Certainly not ready to buy 100% equities yet. On the other hand, simply sitting on cash and too fearful to even buy 1 single IWDA share, I think thats not right either. (my personal preference is WQDV instead of IWDA but thats because I like dividends...)


The bears are underestimating the (psychological and/or monetary) impact of Fed's ability to cut rates. The Bulls should be glad on hindsight that Fed raised rates, so now it has room to cut, cancelling out one of the bear's main doomsday scenarios, that we enter recession and Fed has no more room to cut rates. They should also be glad that Powell is in charge as a rate cut with a less credible Chair in charge might not have the same confidence boosting ability.

 

[Mecisteus]

I've never seen a Fed so accommodative, this statement is even more accommodative than May's meeting. There's literally no indication that fed is going to maintain rates and all signs pointing to rate cut. While as a gold bull I'm happy, I still think july will still maintain though I maybe wrong.

Just ride the long term trend. Don't challenge or question the short term trend.

The long term historical chart for gold is quite awful. So gold is good if you buy at the right timing.

For S&P, even if you buy at the peak prior to the last financial crisis, by now you should be sitting on nice profits.

 

[coolhead]

Just ride the long term trend. Don't challenge or question the short term trend.

The long term historical chart for gold is quite awful. So gold is good if you buy at the right timing.

For S&P, even if you buy at the peak prior to the last financial crisis, by now you should be sitting on nice profits.

I was in a dilemma whether to stay in S&P500 actually. Apart from a local bank stock and reit, only a few minor positions in S&p500, the rest are in gold stocks, like 60-65% gold stocks. Mighty heavy weightage I know.