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  1. Join Date
    Feb 2008
    Posts
    12,683
    #8881
    Quote Originally Posted by Wh1stl3r2 View Post
    Damn. Everything's going to be so expensive next year.
    Already lost $1k!



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    ➰Shine the light➰
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  2. Join Date
    Sep 2003
    Posts
    25,189
    #8882
    Mukhang nag reset lahat to 10 years ago... If you didn't cash in before, mukhang tutulog na yung assets niyo.
    Last edited by Monseratto; November 24th, 2016 at 11:30 AM.

  3. Join Date
    Oct 2015
    Posts
    1,054
    #8883
    Quote Originally Posted by dreamur View Post
    Already lost $1k!



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    ➰Shine the light➰
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    Ouch! Luckily I don't do stocks, but for us, doing business here is going to be much harder next year. Margins are already thin because of competition and everything we sell is imported and paid for in USD. On the bright side, value of everything in stock will go up.

  4. Join Date
    Mar 2014
    Posts
    355
    #8884
    Quote Originally Posted by uls View Post
    LaZy bathory

    EM outflow going to US stocks

    you're missing the rally
    You think the rally will last? With interest rates and the dollar rising? I'm ok sitting this one out i'm up for the year anyway. I'll let the December rate hike pass, wait for Trump to warm his seat in the oval office, then reenter the market some time in Q1 when things become clearer.

  5. Join Date
    Nov 2005
    Posts
    45,927
    #8885
    Quote Originally Posted by Lady Bathory View Post
    You think the rally will last? With interest rates and the dollar rising? I'm ok sitting this one out i'm up for the year anyway. I'll let the December rate hike pass, wait for Trump to warm his seat in the oval office, then reenter the market some time in Q1 when things become clearer.
    well looks like you're right

    the Trumpflation trade is fading

  6. Join Date
    Sep 2003
    Posts
    25,189
    #8886
    Last edited by Monseratto; January 27th, 2017 at 10:30 PM.

  7. Join Date
    Nov 2005
    Posts
    45,927
    #8887
    Fed decision later

    rate hike near certainty

  8. Join Date
    Sep 2003
    Posts
    25,189

  9. Join Date
    Nov 2005
    Posts
    45,927
    #8889
    US stocks rallied after Trump won in November

    the bet was -- Trump's tax cuts and infrastructure spending stimulate the US economy and inflation

    it's called the Trumpflation trade

    Trump was unable to make congress pass the healthcare bill

    so now tax reform and infrastructure spending is in question

    the Trumpflation trade in reversing

  10. Join Date
    Sep 2003
    Posts
    25,189

  11. Join Date
    Nov 2005
    Posts
    45,927
    #8891

  12. Join Date
    Nov 2005
    Posts
    45,927
    #8892
    Chinese stocks have decoupled from US stocks in mid-April

    question:

    is this an isolated China-only selloff?

    or is this a warning to US stocks


  13. Join Date
    Nov 2005
    Posts
    45,927
    #8893
    Trump controversy finally infecting market sentiment

    money flows into safe havens

  14. Join Date
    Sep 2003
    Posts
    25,189
    #8894
    Suprised the populist goverment is still around and still stuck in the quagmire it promise to fix.


    Greece mired in vicious cycle of recession

  15. Join Date
    Nov 2005
    Posts
    45,927
    #8895
    dollar index loses all gains following Trump win

    JPY in demand

    Gold and silver in demand

  16. Join Date
    Sep 2003
    Posts
    25,189
    #8896
    Big correction...since it has been going up with out respite. Or because of political gloom and doom?

    http://www.cnbc.com/2017/05/17/us-markets.html

  17. Join Date
    Nov 2005
    Posts
    45,927
    #8897
    one of those credit rating agencies downgraded China from whatever to whatever

    who cares

    haha

    nice one from some analyst from some bank in Europe


  18. Join Date
    Mar 2014
    Posts
    355
    #8898
    Not lazy today

    U.S. equities closed at a new record high last night. Seems like all those concerns last week have evaporated. I think the weaker dollar has something to do with it. The U.S. dollar has fallen almost 5% this year against other major currencies. The weaker dollar is good for American companies because many of them make money overseas. When the dollar weakens, their overseas income (which is in foreign currency) is now worth more when converted to dollars.

  19. Join Date
    Nov 2005
    Posts
    45,927
    #8899
    since medyo naging boring bigla ang martial law thread and wala na activity sa RWM thread, magpopost muna ako dito even if nobody bothers to read (according to a tsikot member who ironically reads my posts)

    US Treasury prices rally and the dollar falls -- a big reversal since Trump won

    a bit of history: immediately after Trump won bonds sold off and the dollar rallied because investors were excited about growth

    since Republicans control the House, Senate, and presidency it was assumed laws like tax reform and increased govt spending can easily pass which will boost the economy

    now it seems things aren’t moving as quickly and as smoothly as investors expect
    Last edited by uls; June 7th, 2017 at 02:05 PM.

  20. Join Date
    Nov 2005
    Posts
    45,927
    #8900
    Hawkish comments from Mario Draghi


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