Market Update 07/04
First a physical earthquake, and now a market earthquake.
Find the divvy compounders and hold on for dear life.
If you love to trade – something I do at times – size smaller….
It’s going to be a funky period. Get some sleep.
First a physical earthquake, and now a market earthquake.
Find the divvy compounders and hold on for dear life.
If you love to trade – something I do at times – size smaller….
It’s going to be a funky period. Get some sleep.
peter satrapa-binder
no wonder with Trump trampling a well-established and functioning world trade system. well, maybe in a few months the dust will settle – as soon as all other countries have decided how to deal with the USA’s nonsense.
Don
China does not want, cannot play softball. They wrote a book, not the Art of the Deal – but the Art of War. I expect Trump will in time be known as the FlipFlop POTUS. you are bang on with a sensible approach to the SET bloodbath. Well-managed companies offering stable earnings, above average yields, deep discount to book value – these are the plays I am following and adding to my bag of stocks.
peter satrapa-binder
i guess there is still some downside to the markets. but in a few months it may be good to start accumulating good companies’ stocks.
Pon
China can’t afford 50% tariffs for more than 3 months
It’s finally a period where we can find divvy’s again. I think this is great. Perhaps I’ll finally be able to tell all the younger analysts that grew up investing post 2015 that cash flows matter.
Don
combining both those comments, is SET, probably more the bind market susceptible to an Chinese capital exit? they do love their gold 🙂
Pon
Above my pay grade…
Don
appologies – I’m all thumbs, atm. That should have read ”bond market”.
Pon
Historically the countries that pulled out of UST to “defend themselves” all went to the $hitter (russia, all of south east asia ’97 – ’98). And officially they’re only 2.8% of US bond holders. A pimple on the a$$ of the world.