Jump to content

The Perfect Storm of the Stock Market II


 Share

Recommended Posts

Hypersonic
3 minutes ago, Volvobrick said:

Retail bond cannot default one - erections coming! 

preparations underway 

opposition ready boh?

😅

88701D9D-6BCB-49D4-823F-C66D2BF71154.jpeg

↡ Advertisement
  • Praise 2
  • Haha! 1
Link to post
Share on other sites

1 hour ago, Albeniz said:

Looks like the beneficiary of the situation is Sheng Siong.

Share price is still gradually rising while others are in a sea of red.

Really 千倍, 千倍,千倍.

 

 

6446EFE6-E6C6-4B24-BCE6-CFD4AE195B42.jpeg

  • Praise 1
Link to post
Share on other sites

42 minutes ago, Cauldron said:

Well we hv our own Donald (wind30) Trump here too, who thinks its just a small glitch to be felt by selective industries ONLY.

** whole day hide in my bombshelter, just came out to eat my bread with soy sauce dinner and so many things happened already.   I better go in and hide again after my sad dinner

Link to post
Share on other sites

Turbocharged
26 minutes ago, Windwaver said:

I say take a look again when 2000 comes.

Buy Sti at 200 drop intervals, starting from maybe 2200.

Link to post
Share on other sites

Turbocharged
4 hours ago, Albeniz said:

Is there any reason why the medical/ health services stocks (such as Healthway, Raffles Medical  and OUE) are also not doing too well  during this time?

they provide medical services.. consider front line.. risk high

medical equipment manufacturers are making $ and most stocks performing in this market

Link to post
Share on other sites

Maybe to explain why the focus on NYC.

NYC is like the cannery in the mine. If NY/NYC fails to contain, it is anyone's guess when the social distancing will be over.

NYC is also where Trump grew up and has the Trump HQ. Ie, many friends and associates are there. Any good news or bad news will have an impact on his decision making. 

Now we are facing a double whammy.

1 qtr supply(China, world factory) disrupted 

2 qtr market (Consumer nations) disrupted

Qtr 1 + 2 + ... trade disrupted, equal SGP heavily impacted. Best scenario end 3 qtr vertical upshoot, which is unlikely.

Crude is trending at high teens, even if at $5 (cheaper than milk), the world is running out of storage space to store. Consumption rate is definitely not keeping up. CAPEX high producers, processors and equipment suppliers are going to need to consolidate or liquidate. The air in Jurong Island area must be pretty healthy this few months and Oil export make up a descent amount of SG export. Do we have the cost structure to process cheaper than other places amid a glut of inventory 

If you notice local news, the word Recession is coming out more often in official capacity. 

Plan for the worse , bubbles everywhere...

  • Praise 2
Link to post
Share on other sites

why the AMDK still push Dow to green neh? Ah Trump army at work?

With so many cases and death why they still so hopeful?? 

Today I short on any bounce.. ops!.. see the Q I scare.. month end and Quarter end dressing?? so maybe supported..

Edited by Ody_2004
Link to post
Share on other sites

28 minutes ago, Ody_2004 said:

why the AMDK still push Dow to green neh? Ah Trump army at work?

With so many cases and death why they still so hopeful?? 

Today I short on any bounce.. ops!.. see the Q I scare.. month end and Quarter end dressing?? so maybe supported..

I come out of my bombshelter in my punggol flat for some breakfast and saw your question.

when a company stock shoots up the following day after a good earnings result of the LAST period has been announced, has the company changed in anyway it has operated from yesterday? No.

When you get an ACE as a first card in blackjack do you double down becos your can expect a picture card?

when you get a 5 as a first card, do you expect to get 5 dragons and double down?

so you see friends, its all about expectations and never current reality.  Both playing catch up with each other. 

The Markets are the world’s largest casino and nothing has changed that since Day1.  There are more games and variations you can play here compared to all the casinos in the world grouped together.

Good luck, place your bets......

  • Praise 6
Link to post
Share on other sites

17 minutes ago, Throttle2 said:

I come out of my bombshelter in my punggol flat for some breakfast and saw your question.

when a company stock shoots up the following day after a good earnings result of the LAST period has been announced, has the company changed in anyway it has operated from yesterday? No.

When you get an ACE as a first card in blackjack do you double down becos your can expect a picture card?

when you get a 5 as a first card, do you expect to get 5 dragons and double down?

so you see friends, its all about expectations and never current reality.  Both playing catch up with each other. 

The Markets are the world’s largest casino and nothing has changed that since Day1.  There are more games and variations you can play here compared to all the casinos in the world grouped together.

Good luck, place your bets......

Brilliant analogy 

Link to post
Share on other sites

Before i go back into my bombshelter for the rest of the day, let me share my thoughts lest anyone is feeling superb and thinks everything is lovey dovey again.

 2020 will be fine. Yes it will be fine becos there is concerted effort from public and private to hold on the jobs, to be united.

and united we shall be, at least in the fight against CV19.

The following quarters will wear down the economy very quickly. Results will look horrible, the ripple knock on effect of major impacted sectors onto the other sectors will be clearly seen by 3Q.  And if we (the world) still dont have this under control by then, 2021 would be the year of disaster, as companies will have to let go to survive.

Brace yourselves early. 

The stoic Germans have already given in within weeks to my surprise.  Minister has killed himself. Businesses refusing to pay rent.  Chaos happening.  Good luck.

 

  • Praise 3
  • Sad 1
Link to post
Share on other sites

12 minutes ago, Cauldron said:

Upcoming jobless claim

https://www.bloomberg.com/news/articles/2020-03-30/u-s-set-to-report-millions-more-unemployment-claims-this-week

We are talking about people who have lost their means to consume. How to kick start again with fumes?

US predicting 100k to 200k deaths

32% unemployment and 47 million people out of work.

But its ok Trump has it under control.

:grin:

I wonder how out of control looks like.

image.thumb.png.0660ae95ea00b65fa15153ad91b0ccd0.png

  • Praise 1
  • Haha! 2
Link to post
Share on other sites

Guest
This topic is now closed to further replies.
 Share

×
×
  • Create New...