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SiP

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Everything posted by SiP

  1. i think the world went insane and we are close to some kind of important point in 2021.
  2. - Individual investors are trading penny Stocks aggressively, especially the lowest-priced - Five penny Stocks were nearly a fifth of Monday's total volume - Broker/App trading Volume now higher than Exchanges https://t.co/GEXwS9zAvj
  3. Higher yields + 2k stimulus + Biden gives more mojo to the dollar hence a sell-off in EURUSD. I see a lot of articles about upcoming inflation and pent-up consumer demand in 2021, and more in 2022. This could kill nasdaq BTW.
  4. good read two Worlds: So Much Prosperity, So Much Skepticism https://www.collaborativefund.com/blog/two-worlds/
  5. In terms of price, its all about 1. local salaries 2. USD Strenght In terms of USD, USDPLN is still pretty high (3.65) having in mind that before GFC it touched 2.0 so for a person with USD - yeap, its cheap now. more over Polish gov wants to implement more export driven policy which means weaker PLN vs USD or EUR. Even just new year and Xmax there were 3 CB interventions (by NBP, polish central bank) so they could send more money to gov. coffers. so they push Usdpln higher by selling PLN. In terms of salaries, those are 50% lower than in advanced economi
  6. Danes Get 20-Year 0% Mortgages https://www.bloomberg.com/news/articles/2021-01-05/danes-get-20-year-0-mortgages-as-interest-rates-keep-sinking?utm_medium=social&utm_campaign=socialflow-organic&utm_content=business&cmpid=socialflow-twitter-business&utm_source=twitter
  7. "I am told that the reluctance of DOD to call out the DC guard is because they would come under the command of POTUS, which would obviously be a problem."
  8. I'm mean we are living in tulip mania world. The question is - whats next within next 5 year. Everyone keep thinking that they keep printing.
  9. Crypto world is the place to be. forget about gold. ETHEREUM just went up by 70% within 5 days.
  10. Russell 2000 - up 5%. wow. 2k USD for everyone. What a bull shot for equities. Rising inflation exp and real yield is killin gold btw
  11. Current market run on #SPX is the most correlated with 1980-1981 (march) years so it should go side ways for next year based on this correlation https://t.co/NecbiP0wgB
  12. K Wave is alive, at least he was in march 2020 https://www.traders-talk.com/mb2/index.php?/topic/165218-the-long-term-view/?p=818286
  13. Citi - 12 charts of Christmas Attached summary of outlook. PDF film https://gofile.io/d/Mut1V9
  14. Bitcoin Crushes Doubters as 224% Rally Proves It’s Here to Stay https://www.bloomberg.com/news/articles/2020-12-24/one-asset-that-changed-investors-minds-in-2020-is-bitcoin CitiFX is sayin.... 300k USD. Merry Christmas everyone.
  15. and US eq. should stop outperforming others. So we have a consensus. Now, the Q is what could go wrong having in mind current put/call ratio, panic buying etc. Most of IBs are sayin - 4000 SPX in 21, and 4700 in 22.
  16. I've read many 2021 outlook from investment banks and economists and all of them are almost the same: 1. H2 is better than H1 2. CBs will prefer lower rates for longer, even if inflation pick up. 3. Equities and commodities is the space to be. Forget about bonds. Couple of IBs even said that its a "decade of equity" since DM need to get rid of covid19 debt. So, just buy with every dip, some commodities, some equities and you are good to go.
  17. hmmmm bears better hold this. if not, then 4000 possible and you have to play longs
  18. This was big news https://finance.yahoo.com/news/china-turns-heat-internet-giants-051755139.html So EU and now China will try to deminish and regulate BigTech. Let's see how US will regulate Bigtech. There will be big push from EU.
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