USA Stocks discussion - Part 3

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DevilPlate

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stanlawj said:
I was listening to Stephanie Pomboy explain that if the drastic reduction in jobs report didn't cause the US stock index to drop when it supposedly rallied on (fake) strong jobs numbers, then US stock index is now discounting a future where the jobs will improve.

IMO, the gains in US stock index so far is driven by AI stock gains, which is impervious to jobs as Mag7 keep upping their capital investments in AI throughout this period. So that explains why the stocks continue to go up and didn't self-correct yet.
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The funny/weird narrative i been hearing is smart money/institutions been bearish todate and so who is pushing up the stock market?

Totally don’t believe its Retail dumb money.
 
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stanlawj

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DevilPlate said:
The funny/weird narrative i been hearing is smart money/institutions been bearish todate and so who is pushing up the stock market?

Totally don’t believe its Retail dumb money.
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You're putting institutional slow money (pensions, endowments, SWFs), market makers and hedge funds into the same category. Smart money is a big group, and they are not necessarily acting together in the same direction.

Institutional slow money is definitely long-biased and more likely just following the trend (buy what is going up). The smart money that is doing market making (Citadel, etc) are also engaging in PFOF so they are definitely just following retail orders. The prop trading desks for Investment banks can be lumped under market makers since they provide services for institutional slow money clients and hedge fund clients.

So the only smart money group left shorting the market is hedge funds. This time round they could have been under positioned for the rally since Trump Liberation Day. This group is also likely to be anti-Tom Lee and anti-Trump. The hedge funds were definitely long the market during Biden admin since 2022 bottom and sold out by Dec to Feb 2025 at the peak of the Trump-election win euphoria-driven rally.
 
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stanlawj

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News from gold world: Shanghai Futures Gold Exchange gold warrants (physically-backed) has risen significantly by thousands of tonnes within the last 1.5 years.

Theory is that this warrant accumulation is a prelude to a gold-backed collateral mechanism for BRICS trade settlement with Arabs, i.e. dedollarisation.




I'm still long my gold and silver miners. Haven't sold anything yet.
 
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redname

redname

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stanlawj said:
News from gold world: Shanghai Gold Exchange gold warrants (physically-backed) has risen significantly by thousands of tonnes within the last 1.5 years.

Theory is that this warrant accumulation is a prelude to a gold-backed collateral mechanism for BRICS trade settlement with Arabs, i.e. dedollarisation.




I'm still long my gold and silver miners. Haven't sold anything yet.
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What do you think of these miners?

Ssrm

Ngd

Kgc

Gfi

Btg
 
elvintay07

elvintay07

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Sold my mag7 etf and some trading stocks that gained a lot. Now is to enjoy holiday and wait for pullback. Nothing much to buy lately as all overpriced already
 
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DevilPlate

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Krabs. said:
the image generating AI push their gemini AI app to win chatgpt in app download
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Gemini app cui leh.

i kiam ganna only try free version.

Out of deepseek/chatgpt/gemini…..i only using chatgpt now and uninstalled the other 2.
 
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1.koln

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DevilPlate said:
Gemini app cui leh.

i kiam ganna only try free version.

Out of deepseek/chatgpt/gemini…..i only using chatgpt now and uninstalled the other 2.
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I tried both gemini and chatgpt, both also disappointing

Good old Google search is still my goto
 
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