closing tag is in template navbar
timefactors watches



TZ-UK Fundraiser
Page 166 of 167 FirstFirst ... 66116156164165166167 LastLast
Results 8,251 to 8,300 of 8335

Thread: When stocks rebound, WHERE best to invest?

  1. #8251
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by noTAGlove View Post
    Getting there. Stops loss?

    Some excellent trade in the past, but that one seems to be as successful as Luxembourgís womens football team.
    Haha, you can't win it if you don't risk it.

    Putting in 5k for a chance to take out 50k I'll do every time, if anything I have been too conservative during the last couple of shitco rallies. This one looks like a write-off, with a remote chance of a half decent recovery. No regrets.
    Someone who lies about the little things will lie about the big things too.

  2. #8252
    Master petethegeek's Avatar
    Join Date
    Jul 2011
    Location
    Worcestershire
    Posts
    2,617
    Quote Originally Posted by Raffe View Post
    Haha, you can't win it if you don't risk it.
    Like Thomas perhaps?

  3. #8253
    Everything up!

  4. #8254

  5. #8255
    Dow down 4% in one day?

  6. #8256
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by Daveya. View Post
    Dow down 4% in one day?
    Nasdaq had its worst day since Feb 2020:

    Someone who lies about the little things will lie about the big things too.

  7. #8257
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by murkeywaters View Post
    Unlike you to punt money, but I get the gamble was a kind of red or black situation which could have easily made you a quick buck..
    Loaded the boat with some more stock in the $4.50s.

    Currently up 26% on the day to $5.18.

    Orders lined up to sell starting from $12.
    Someone who lies about the little things will lie about the big things too.

  8. #8258
    Master petethegeek's Avatar
    Join Date
    Jul 2011
    Location
    Worcestershire
    Posts
    2,617
    Quote Originally Posted by Raffe View Post
    Loaded the boat with some more stock in the $4.50s.

    Currently up 26% on the day to $5.18.

    Orders lined up to sell starting from $12.
    I take it you haven't managed to make contact with the SEC yet then?



    https://simplywall.st/stocks/us/tran...orp-nasdaqatxg

  9. #8259
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by petethegeek View Post
    I take it you haven't managed to make contact with the SEC yet then?



    https://simplywall.st/stocks/us/tran...orp-nasdaqatxg
    What fresh hell is this? A DCF model for a meme stock? That is the funniest thing in a long time.

    Addentex is a piece of trash, they are doing a bit of logistics, manufacture masks and some plastic shite.

    I suppose they are worth $0.50 per share when properly valued, possibly less.

    Well, anyway the stock traded up to $6.24 and then collapsed to $4.70. Maybe another try tomorrow, maybe next week, maybe next year, maybe never. We will see.
    Someone who lies about the little things will lie about the big things too.

  10. #8260
    Master petethegeek's Avatar
    Join Date
    Jul 2011
    Location
    Worcestershire
    Posts
    2,617
    Quote Originally Posted by Raffe View Post
    What fresh hell is this? A DCF model for a meme stock? That is the funniest thing in a long time.

    Addentex is a piece of trash, they are doing a bit of logistics, manufacture masks and some plastic shite.
    Alrighty, I can see you're going to need a little convincing here. Let's try again, this time using a high tech stock with an established track record.



    https://simplywall.st/stocks/us/soft...ic-value-is-po

  11. #8261
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by petethegeek View Post
    Alrighty, I can see you're going to need a little convincing here. Let's try again, this time using a high tech stock with an established track record.



    https://simplywall.st/stocks/us/soft...ic-value-is-po
    Strong buy.
    Someone who lies about the little things will lie about the big things too.

  12. #8262
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by Raffe View Post
    Down another 7% to $215.

    Still plenty of time to short, another 100% to go.
    $195 - never too late to go short. MSTR will go bankrupt, mark my words.
    Someone who lies about the little things will lie about the big things too.

  13. #8263
    Grand Master ryanb741's Avatar
    Join Date
    Jun 2008
    Location
    London
    Posts
    15,330
    0.75% US IR increase. Surely BOE needs to at least match that or sterling will crater further. £1 GBP is $1.13 currently

  14. #8264
    Journeyman DanielBB's Avatar
    Join Date
    Jul 2020
    Location
    South of the Border
    Posts
    91
    Quote Originally Posted by ryanb741 View Post
    0.75% US IR increase. Surely BOE needs to at least match that or sterling will crater further. £1 GBP is $1.13 currently
    0.5%! Not enough. Heading for parity with the dollar.

    BoE now changing tack and thinking the Gov's stimulus on energy is going to wring them of having to tackle inflation properly.
    Let's see how long they can ignore GBP dropping like a stone...

  15. #8265
    Quote Originally Posted by DanielBB View Post
    0.5%! Not enough.
    Gilt rates jumped sharply on the news as I assume it is believed this is seen as kicking the can down he road, and will only make things worse in the long run.

    Mr Market now clearly in control of interest rates.

  16. #8266
    Master pacifichrono's Avatar
    Join Date
    Apr 2008
    Location
    San Diego
    Posts
    7,153
    Quote Originally Posted by DanielBB View Post
    0.5%! Not enough. Heading for parity with the dollar.

    BoE now changing tack and thinking the Gov's stimulus on energy is going to wring them of having to tackle inflation properly.
    Let's see how long they can ignore GBP dropping like a stone...
    The "silver lining" in this is that you can more easily sell watches internationally, especially to U.S. buyers.

  17. #8267
    Master pacifichrono's Avatar
    Join Date
    Apr 2008
    Location
    San Diego
    Posts
    7,153
    U.S. Treasury yields are approximately 10x compared to Jan. 1. 12 and 24 month notes are now yielding over 4%.

  18. #8268
    Sterling plummeting

  19. #8269
    Just gambled a few K in each of Sleazyjet and Rolls Royce.

    EasyJet well below pandemic lows and Rolls Royce not far off.

    When there is blood on the streets. Just not sure there will not be more blood.

  20. #8270
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by noTAGlove View Post
    Just gambled a few K in each of Sleazyjet and Rolls Royce.

    EasyJet well below pandemic lows and Rolls Royce not far off.

    When there is blood on the streets. Just not sure there will not be more blood.
    I think this might be an interesting first entry point for a long investor. Might go lower, or maybe not. Who knows.

    In any case, best entry level to buy since a long time. Take some cash and put it into stocks. Then look again in a couple of weeks and do it again.
    Someone who lies about the little things will lie about the big things too.

  21. #8271
    CNN have a running dollar ticker, not a good sign for the £

  22. #8272
    CNN have a running dollar ticker, not a good sign for the £

  23. #8273
    Master
    Join Date
    Dec 2014
    Location
    Unknown
    Posts
    4,075
    Blog Entries
    1
    Quote Originally Posted by Raffe View Post
    I think this might be an interesting first entry point for a long investor. Might go lower, or maybe not. Who knows.

    In any case, best entry level to buy since a long time. Take some cash and put it into stocks. Then look again in a couple of weeks and do it again.
    For UK investors new investment in anything other than GBP looks like a poor entry point.

  24. #8274
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by Montello View Post
    For UK investors new investment in anything other than GBP looks like a poor entry point.
    That is only so if you assume a recovery of the Pound.
    Someone who lies about the little things will lie about the big things too.

  25. #8275
    OK folks. here is a conundrum for you.

    If you had a windfall of £200,000, what would you do with it now? I know absolutely nothing about stocks and shares - I have my ISA etc with SJP and they have done quite well up until this year. I think the stock market is too high at 7300 ish to put any more money in (when I get paid) and I don't want everything in the one place. I wondered about trying to buy some land, but even agricultural land prices are absolutely stupid at the moment, great if you have some to sell.

    It is such a minefield out there and so many people with big salaries looking for places to put their spare cash driving prices of everything up.

    Go on then, what would you do with it (NOT stocks and shares, they are not allowed!)

  26. #8276
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by Kairos View Post
    OK folks. here is a conundrum for you.

    If you had a windfall of £200,000, what would you do with it now? I know absolutely nothing about stocks and shares - I have my ISA etc with SJP and they have done quite well up until this year. I think the stock market is too high at 7300 ish to put any more money in (when I get paid) and I don't want everything in the one place. I wondered about trying to buy some land, but even agricultural land prices are absolutely stupid at the moment, great if you have some to sell.

    It is such a minefield out there and so many people with big salaries looking for places to put their spare cash driving prices of everything up.

    Go on then, what would you do with it (NOT stocks and shares, they are not allowed!)
    Pay some money to a licensed independent financial advisor and listen to what they say.

    Do not ask an internet forum of absolute strangers who know nothing about you and your financial situation.
    Someone who lies about the little things will lie about the big things too.

  27. #8277
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Alternatively, put half of the money into Dogecoin and split the rest between a plot of land on Mars and some Rolex watches.
    Someone who lies about the little things will lie about the big things too.

  28. #8278
    Quote Originally Posted by Raffe View Post
    Alternatively, put half of the money into Dogecoin and split the rest between a plot of land on Mars and some Rolex watches.
    I already own Mars, and The Moon - would you like a customised plot with a certificate of ownership. I shall sell some to Geoff Bezos and that rocketship fellow, so you will be in good company!

    That Bitcoin thing - I can't understand that either. How can some numbers in a computer be worth anythng and then keep going up? Great if you can find a bigger idiot to pay more than you did!

  29. #8279
    Master pacifichrono's Avatar
    Join Date
    Apr 2008
    Location
    San Diego
    Posts
    7,153
    Quote Originally Posted by Kairos View Post
    OK folks. here is a conundrum for you.

    If you had a windfall of £200,000, what would you do with it now? I know absolutely nothing about stocks and shares - I have my ISA etc with SJP and they have done quite well up until this year. I think the stock market is too high at 7300 ish to put any more money in (when I get paid) and I don't want everything in the one place. I wondered about trying to buy some land, but even agricultural land prices are absolutely stupid at the moment, great if you have some to sell.

    It is such a minefield out there and so many people with big salaries looking for places to put their spare cash driving prices of everything up.

    Go on then, what would you do with it (NOT stocks and shares, they are not allowed!)
    Would you consider adopting me?

  30. #8280
    All those hedge funds that shorted the pound , wish I was one

    - - - Updated - - -

    All those hedge funds that shorted the pound , wish I was one

  31. #8281
    Master
    Join Date
    Dec 2014
    Location
    Unknown
    Posts
    4,075
    Blog Entries
    1
    Quote Originally Posted by Raffe View Post
    That is only so if you assume a recovery of the Pound.
    Fair point but despite the current group of clowns in charge I hope the pound will recover in due course. The current level is an over reaction I believe, but then again my forecasts are patchy at best.

  32. #8282
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    I reduced some of my short positions and increased some longs on Friday because I am expecting a bit of a bounce here.

    Will look to reverse these trades and potentially increase my net short position at higher levels. Still expecting new cycle lows in the weeks or months to come.
    Someone who lies about the little things will lie about the big things too.

  33. #8283

    When stocks rebound, WHERE best to invest?

    Quote Originally Posted by Raffe View Post
    I reduced some of my short positions and increased some longs on Friday because I am expecting a bit of a bounce here.

    Will look to reverse these trades and potentially increase my net short position at higher levels. Still expecting new cycle lows in the weeks or months to come.
    I bought a lot around 4 pm on Friday afternoon in addition to the EasyJet/Rolls Royce mentioned.

    I bought back all my FTSE ETF that I sold at 7400 a couple of months ago.

    And in advance of the Fed meeting, I felt it would be bad for the markets as nothing has changed, so I sold a heck of a lot of oil company shares on Tuesday and bought them all back on Friday for 6% less.

    If there is a bounce next week I will flog them all again. I bought on Friday on the basis that a very weak £ lifts valuations, if the fear dissipates for a few days. And the fact that US markets are down 15% in one month, so there might be a breather in the markets.

    But, like you not confident at all going forward, but thought it would be fun to gamble and lose/win money amidst all the volatility.

  34. #8284
    Master
    Join Date
    Mar 2009
    Location
    London
    Posts
    2,675
    Yes long FTSE above 7000 looks decent here for a short term trade.

  35. #8285
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Sterling just opening in Asian markets, gapping even lower.

    Someone who lies about the little things will lie about the big things too.

  36. #8286
    Journeyman
    Join Date
    Oct 2014
    Location
    UK
    Posts
    60
    Quote Originally Posted by Raffe View Post
    Sterling just opening in Asian markets, gapping even lower.

    Itís even lower than that now!!!


    Sent from my iPhone using TZ-UK mobile app

  37. #8287
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by guli View Post
    Itís even lower than that now!!!


    Sent from my iPhone using TZ-UK mobile app
    Was down another 5% at 1.0335 at the lowest, currently 1.0530.

    Looks like some speculators blew up over night, absolutely brutal.

    What I posted earlier last night is the movement in the red circle upper left....


    Someone who lies about the little things will lie about the big things too.

  38. #8288
    Grand Master ryanb741's Avatar
    Join Date
    Jun 2008
    Location
    London
    Posts
    15,330
    I reckon BOE emergency rate hike imminent. Possibly today

  39. #8289
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    Quote Originally Posted by ryanb741 View Post
    I reckon BOE emergency rate hike imminent. Possibly today
    Looking forward, bought GBP/USD this morning.

    However, mind you that the market usually doesn't look kindly at a central bank that intervenes in the market one way or another. Just look at USD/JPY, where the BOJ intervened a week ago and the yen is already back where it was before the intervention.
    Someone who lies about the little things will lie about the big things too.

  40. #8290
    Grand Master Raffe's Avatar
    Join Date
    Feb 2012
    Location
    LŽtzebuerg
    Posts
    34,399
    Blog Entries
    1
    And sold again at 1.0720. Nice.
    Someone who lies about the little things will lie about the big things too.

  41. #8291

    When stocks rebound, WHERE best to invest?

    This is just massive. Over leveraged debtors are going to get crushed. Housing market is certainly going to crash.

    Deep recession incoming.

  42. #8292
    Master
    Join Date
    Feb 2014
    Location
    England and Spain
    Posts
    6,569
    Quote Originally Posted by noTAGlove View Post
    This is just massive. Over leveraged debtors are going to get crushed. Housing market is certainly going to crash.

    Deep recession incoming.
    Somewhat melodramatic but it's a good old fashioned moan.

  43. #8293
    Quote Originally Posted by Mick P View Post
    Somewhat melodramatic but it's a good old fashioned moan.
    Let us stick with the mathematics then.

    £200k interest only loan at historical typical teaser rates of 2% results in an interest payment of £333/pm.

    Market are now pricing in 5% IRs next year. So, mortgage rates will easily reach 7%.

    £200k @ 7% is £1167, or an increase of 350%.

    BTLers are going to get liquidated, but who cares about them. High LTV buyers are really, really going to suffer.

    House prices are based on affordability and that is only going one way.

    House prices will tank bring the U.K. into a deep recession. Remember, 1992?

  44. #8294
    We haven't built many houses since 92

  45. #8295
    Quote Originally Posted by Daveya. View Post
    We haven't built many houses since 92
    When I re-mortgaged just after the GFC, they insisted on a in person valuation even though I had loads of equity.

    The person who came around said he had no precedence for valuing the property for mortgage reasons and then valued it 20% less than I paid two years earlier. This is in a popular area of the SE.

    Things change fast. And they are changing fast.

  46. #8296
    That sounds very specific to your property. Things may change fast but I'm doubtful of this cataclysm you forecast as there is still a huge shortage of properties in the UK

  47. #8297
    Master
    Join Date
    Jan 2014
    Location
    Right here
    Posts
    4,339
    Quote Originally Posted by Daveya. View Post
    That sounds very specific to your property. Things may change fast but I'm doubtful of this cataclysm you forecast as there is still a huge shortage of properties in the UK
    From what I hear, one of the potential problems moving forward is that, whilst many may want to buy a property, affordability checks will prevent them from doing so. It's only demand if people are actually able to buy.

  48. #8298
    Well the upside is kids will be able to afford a hovel

  49. #8299
    Quote Originally Posted by beechcustom View Post
    From what I hear, one of the potential problems moving forward is that, whilst many may want to buy a property, affordability checks will prevent them from doing so. It's only demand if people are actually able to buy.
    Mortgage affordability test scrapped by Bank of England
    https://www.bbc.co.uk/news/business-62353114

    Although from the article in August
    "What checks remain for borrowers?
    There are some key protections in place to help ensure that borrowers don't take on loans they may not be able to afford.
    The main one is a loan-to-income "flow limit" which limits the number of mortgages that lenders can grant to borrowers at ratios at or greater than 4.5 the borrowers' salary.
    In short, it is very rare that a lender will consider a higher loan-to-income ratio because of the restriction.
    After a review of the rules in 2021 the Bank of England's Financial Policy Committee judged that "the LTI flow limit is likely to play a stronger role than the affordability test in guarding against an increase in aggregate household indebtedness and the number of highly indebted households in a scenario of rapidly rising house prices".
    "The change in the affordability rules may not be as significant as it sounds as the loan-to-income 'flow limit' will not be withdrawn, which has much greater impact on people's ability to borrow," said Gemma Harle, managing director at Quilter Financial Planning.

    The FCA's Mortgage Conduct of Business responsible lending rules also require a wide assessment of affordability.
    I presume the banks maybe more fussy on valuation in case they need to foreclose though?

  50. #8300
    Master pacifichrono's Avatar
    Join Date
    Apr 2008
    Location
    San Diego
    Posts
    7,153
    U.S. Treasury Bond yields, 9/26/22:

    • 6 mo 3.95%
    • 12 mo 4.17%
    • 24 mo 4.27%

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  

Do Not Sell My Personal Information