The Investment Thread (13 Viewers)

[efil4stnias]

Ugly, ugly, ugly…. Hey, at least we still have crypto, am i rig— Oh, wait…..

sentiment is sketchy, Delta has now moved out of the deep south migrating north, some Chinese real estate firm cant pay its debts, Fed to speak this week. Historically, sept/oct has never really been good months for market....pull back is in order.

 

[Mr. Blue Sky]

sentiment is sketchy, Delta has now moved out of the deep south migrating north, some Chinese real estate firm cant pay its debts, Fed to speak this week. Historically, sept/oct has never really been good months for market....pull back is in order.

Why didnt you tell me all this last week so i could have sold some stocks ?!

 

[bclemms]

sentiment is sketchy, Delta has now moved out of the deep south migrating north, some Chinese real estate firm cant pay its debts, Fed to speak this week. Historically, sept/oct has never really been good months for market....pull back is in order.

It's needed. This could be the catalyst to a correction. I don't see how Evergreen will spill over to international markets in any mass. China has boxed themselves back into a government corporations so the Chinese State run banks financed the Chinese controlled corporation so it's all really quite self contained.

This is likely just the excuse to start a broad correction. The last few attempts at corrections weren't healthy ones but just buy the dip fuels for the next run. Some fear in the market would be really healthy.

Meanwhile, I'm trying to hold my breath on my Didi investment. I've still got about 40% of my intended investment ready to buy a big dip. I'm either going to get some needed tax writeoffs or a big payout on this one. I literally have zero expectations for anything in between.

 

[superchuck500]

It's needed. This could be the catalyst to a correction. I don't see how Evergreen will spill over to international markets in any mass. China has boxed themselves back into a government corporations so the Chinese State run banks financed the Chinese controlled corporation so it's all really quite self contained.

This is likely just the excuse to start a broad correction. The last few attempts at corrections weren't healthy ones but just buy the dip fuels for the next run. Some fear in the market would be really healthy.

Meanwhile, I'm trying to hold my breath on my Didi investment. I've still got about 40% of my intended investment ready to buy a big dip. I'm either going to get some needed tax writeoffs or a big payout on this one. I literally have zero expectations for anything in between.

I just don't see how a full correction will manifest. There's so much Fed liquidity and global investment in the US securities markets - and as long as rates stay low, there's just nowhere else for the money to go. And rates will stay low because inflation has stayed in check and there's no other reason to raise them in a precarious economy.

I think that provides such a strong tailwind to markets that selloffs are likely to remain limited in scope.

 

[efil4stnias]

Why didnt you tell me all this last week so i could have sold some stocks ?!

My bad.

im up to my eyeballs in claims. I havent even really looked at market indicators/happenings since 27 aug up until this weekend.

 

[B4YOU]

It's needed. This could be the catalyst to a correction. I don't see how Evergreen will spill over to international markets in any mass. China has boxed themselves back into a government corporations so the Chinese State run banks financed the Chinese controlled corporation so it's all really quite self contained.

This is likely just the excuse to start a broad correction. The last few attempts at corrections weren't healthy ones but just buy the dip fuels for the next run. Some fear in the market would be really healthy.

Meanwhile, I'm trying to hold my breath on my Didi investment. I've still got about 40% of my intended investment ready to buy a big dip. I'm either going to get some needed tax writeoffs or a big payout on this one. I literally have zero expectations for anything in between.

The Evergrande potential default seems like a political risk as much as a financial one. Most of what I’ve read suggests it will be self-contained in China, but I can’t see how the world isn’t impacted. Even if it’s just a crisis of confidence in RE for Chinese citizens, it will still be a major downturn for the 2nd largest economy. Chinese citizens are consumers too. It’s also going to make investors question all Chinese companies.

 

[superchuck500]

 

[Chris]

I love being green when the market is red.

 

[bclemms]

The Evergrande potential default seems like a political risk as much as a financial one. Most of what I’ve read suggests it will be self-contained in China, but I can’t see how the world isn’t impacted. Even if it’s just a crisis of confidence in RE for Chinese citizens, it will still be a major downturn for the 2nd largest economy. Chinese citizens are consumers too. It’s also going to make investors question all Chinese companies.

The whole world is backlogged so the Chinese economy taking a dip would actually help free up supply chains and help other markets as well as take inflationary pressures from supply shortages. The Chinese economy won't dip too long with so much demand flying in.

I completely agree with the political risks.

I dont think investors can think any lower of Chinese companies. The general thought process is a cheap similar to what I'm doing. 50/50 chance any Chinese company survives political pressure. They are going to 0 on American exchanges or The Chinese get done playing hard ball and they triple. Just a pot odds play.

I did short natural gas today in front of what is expected to be a really high demand winter which may be dumb. Natural gas has already run 250% up and I think everything from supply shortages to high demand has been priced. Best time to short a commodity is when it reads a record high. Sure hope. I'm not too early. It feels too early so it probably isn't.

 

[Turfie]

China, Wall Street Meeting Focused on Transparency, Stability

(Bloomberg) -- Chinese financial regulators and Wall Street executives discussed pursuing transparency and long-term stability at a top-level virtual meeting amid rising market turmoil and political tension.The three-hour meeting of the China-U.S. Financial Roundtable on Thursday included the...

finance.yahoo.com

So some major players in the US had discussions directly with Chinese officials last Thursday.

"Attendees included Ken Griffin from Citadel, Abby Johnson from Fidelity Investments, Blackrock Inc.’s Larry Fink, Blackstone Inc. Chairman Stephen Schwarzman and John Waldron, Goldman’s president, among others, the people said.

Media representatives at all the firms declined to comment.

China Securities Regulatory Commission Vice Chairman Fang Xinghai, PBOC Governor Yi Gang, and Guo Shuqing, chairman of the China Banking and Insurance Regulatory Commission, were invited from the Chinese side."

I tend to think this is connected. There’s been dominos falling all over since January. This may just be a little blip like all the others.

Crazy the this happens exactly on a Chinese holiday. Some of them just watched the US securities ‘tank’ today. And all they can do is sit back and watch. The US will have another trading session before the majority of their investors can react.

Interesting is all

 

[B4YOU]

China, Wall Street Meeting Focused on Transparency, Stability

(Bloomberg) -- Chinese financial regulators and Wall Street executives discussed pursuing transparency and long-term stability at a top-level virtual meeting amid rising market turmoil and political tension.The three-hour meeting of the China-U.S. Financial Roundtable on Thursday included the...

finance.yahoo.com

So some major players in the US had discussions directly with Chinese officials last Thursday.

"Attendees included Ken Griffin from Citadel, Abby Johnson from Fidelity Investments, Blackrock Inc.’s Larry Fink, Blackstone Inc. Chairman Stephen Schwarzman and John Waldron, Goldman’s president, among others, the people said.

Media representatives at all the firms declined to comment.

China Securities Regulatory Commission Vice Chairman Fang Xinghai, PBOC Governor Yi Gang, and Guo Shuqing, chairman of the China Banking and Insurance Regulatory Commission, were invited from the Chinese side."

I tend to think this is connected. There’s been dominos falling all over since January. This may just be a little blip like all the others.

Crazy the this happens exactly on a Chinese holiday. Some of them just watched the US securities ‘tank’ today. And all they can do is sit back and watch. The US will have another trading session before the majority of their investors can react.

Interesting is all

Wall Street, “ Please tell us what you are going to do so we can get ahead of main street.”

 

[B4YOU]

This morning’s 300+ point rebound disappeared real quick.

 

[DaveXA]

This morning’s 300+ point rebound disappeared real quick.

Yeah, I just saw that. Hello market volatility!

 

[bclemms]

My inverse natty gas play was super productive really fast so I bailed and grabbed a quick 10% since yesterday afternoon.

After watching 60 minutes Australia piece on US-China relationship it sure makes me think the volatility could be here to stay for a while.

 

[Tapxe]