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Thread: When stocks rebound, WHERE best to invest?

  1. #4201
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    Quote Originally Posted by ryanb741 View Post
    Wish I hadn't cashed out and kick myself for doing anything other than investing in low cost tracker funds :)

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    That would be the first part of any plan ... then what? reinvest or wait? ...

  2. #4202
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    Roku stock up over 45 percent from our purchase at start of December. Yay. For the record it was one we bought with a view to it doing OK over the mid term 4/5 years, but heck.
    Last edited by Passenger; 20th January 2021 at 10:43.

  3. #4203
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    Quote Originally Posted by ryanb741 View Post
    I've started to turn around half my positions into cash. Have already liquidated most of the BTC derivatives (since hitting 41k last week it is hovering around the 35-37k range and I suspect a pause for a bit so I'll take profits), have put the requests through to sell my tracker funds also and will just keep emerging markets and Asia in play plus stocks like IAG. Will probably liquidate SMT in the morning also. Will keep my FTSE100 tracker in as I feel UK stocks are cheap.

    Why? I don't know, I'm absolutely no expert other than it just feels like a correction is nigh and that some more reality will return to the markets. If the market drops 10% or so I'll go back in.
    SMT doing well this morning! I'm waiting to see if anything kicks off later today.

  4. #4204
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    Quote Originally Posted by pacifichrono View Post
    I read several research reports over the weekend heralding the global 'invasion' of 5G technology in wireless comminications. I was sold and spent about four hours investigating a couple dozen companies heavily into the 5G space. Whittled it down to ten strong competitors, and proceeded to place $5K buy orders for each. 2021 may suck for the financial markets, but I believe the best 5G companies will far outperform in the longer run.

    So, now I'm essentially managing four equity sector funds:

    • pacifichrono 5G Opportunities Fund
    • pacifichrono Solar Focus Fund
    • pacifichrono eV Technology Fund
    • pacifichrono Airlines Special Value Fund


    Not really funds, of course, but that's how I view these investments. I also tossed $10K into the Berkshire Focus Fund, which has been performing much better than the market.
    So which 10 of the 5G stocks did you go for?

  5. #4205
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    Quote Originally Posted by Raffe View Post
    I have a huge short position in SP500, and watching how the avalanche starts sliding down the hill. Nice.
    Well, we learn.

    Didn't take profit at 3,745 and then closed at a loss at 3,835 and 3,842.

  6. #4206
    Grand Master ryanb741's Avatar
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    Looks like more BTC leveraged options coming to SIPP/ISA etc soon via Blackrock

    https://www.coindesk.com/blackrock-g...itcoin-futures

  7. #4207
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    They're a pretty big deal, according to Twitter

  8. #4208
    Master mr noble's Avatar
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    They're about 2 months late to the party.

  9. #4209
    Quote Originally Posted by mr noble View Post
    They're about 2 months late to the party.
    Do you know when the music will stop?

  10. #4210
    Quote Originally Posted by ryanb741 View Post
    Looks like more BTC leveraged options coming to SIPP/ISA etc soon via Blackrock

    https://www.coindesk.com/blackrock-g...itcoin-futures
    Will these be allowed in the UK? I presuming not..

  11. #4211
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    Quote Originally Posted by vulcangascompany View Post
    Will these be allowed in the UK? I presuming not..
    The European version of that fund (LU0408221512) has not seen any change to allow Bitcoin as an underlying investment.

  12. #4212
    Tesla found a new market high of almost $900 (declined a few % now but still up on the day)

    perhaps this is why, nancy Pelosi has bought Tesla options;

    https://markets.businessinsider.com/...1-1-1029998372

    Given the crazy bubble it wouldn't surprise me!

  13. #4213
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    Did we all sell our rolex's and join the Robinhood movement in gMe?


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  14. #4214
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    Quote Originally Posted by optix View Post
    Did we all sell our rolex's and join the Robinhood movement in gMe?


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    That was some of the craziest shit I have seen in my 30 years trading financial markets.

  15. #4215
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    Quote Originally Posted by jonny View Post
    Tesla found a new market high of almost $900 (declined a few % now but still up on the day)

    perhaps this is why, nancy Pelosi has bought Tesla options;

    https://markets.businessinsider.com/...1-1-1029998372

    Given the crazy bubble it wouldn't surprise me!
    She's in a pretty sweet position as the article acknowledges what with being able to influence legislation on green and EV, nice work if you can get it/away with it.

  16. #4216
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    Quote Originally Posted by Raffe View Post
    That was some of the craziest shit I have seen in my 30 years trading financial markets.
    Did I miss something?

  17. #4217
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    Markets will tank tomorrow if the news coming from Germany that the Oxford vaccine is only 8% effective in the over 65s is confirmed.

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  18. #4218

    When stocks rebound, WHERE best to invest?

    Quote Originally Posted by ryanb741 View Post
    Markets will tank tomorrow if the news coming from Germany that the Oxford vaccine is only 8% effective in the over 65s is confirmed.

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    Link?

    Edit; it’s OK, just read the BP thread.
    Last edited by noTAGlove; 25th January 2021 at 23:17.

  19. #4219
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    Quote Originally Posted by noTAGlove View Post
    Link?
    https://www.handelsblatt.com/politik.../26849788.html

  20. #4220
    Grand Master Raffe's Avatar
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    Quote Originally Posted by Montello View Post
    Did I miss something?
    The financial equivalent of Q-Anon has taken control of the stock exchanges.

    https://www.bloomberg.com/news/artic...es-to-the-moon (open in incognito window)

    https://twitter.com/DeItaone/status/1353793275388456960

  21. #4221
    Master mr noble's Avatar
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    What did they do?

  22. #4222
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    Quote Originally Posted by mr noble View Post
    What did they do?
    https://www.zerohedge.com/markets/he...-put-positions
    Someone who lies about the little things will lie about the big things too.

  23. #4223
    Strap in lads I think , unemployment rates, dodgy vaccines, the reality of economic outlook sinking in and suppressing the vaccine glow, Biden easy as you go ( print money Joe!) Travel bans and extra hotels etc etc

    On the plus side a reduction in new cases



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  24. #4224
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    Quote Originally Posted by ryanb741 View Post
    Markets will tank tomorrow if the news coming from Germany that the Oxford vaccine is only 8% effective in the over 65s is confirmed.

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    There is an explanation to the figures being quoted by the German press in the BP, appears to be scaremongering and interpreting data incorrectly.
    Last edited by wotsthecrack; 26th January 2021 at 08:47.

  25. #4225
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    Quote Originally Posted by wotsthecrack View Post
    There is an explanation to the figures being quoted by the German press in the BP, appears to be scaremongering and interpreting data incorrectly.
    If you say so.

    https://twitter.com/washingtonski/st...41867029438465

  26. #4226
    Quote Originally Posted by wotsthecrack View Post
    There is an explanation to the figures being quoted by the German press in the BP, appears to be scaremongering and interpreting data incorrectly.
    Apparently they kinda f'ed up their phase 3. From the Lancet: “As older age groups were recruited later than younger age groups, there has been less time for cases to accrue and as a result, efficacy data in these cohorts are currently limited by the small number of cases, but additional data will be available in future analyses.” In other words they tested the most vulnerable last, and may not have enough data points, is my understanding.

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  27. #4227
    Annnnnd it's up

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  28. #4228
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    Quote Originally Posted by Raffe View Post
    Let's wait and see the efficacy for the over 65's when the data is available. It certainly doesn't help bandying around 8% efficacy figures when by the reporters own admission it is a political piece surrounding the German government vaccination plans. As I said, scaremongering, let's hope I'm not wrong.

  29. #4229
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    Quote Originally Posted by Montello View Post
    Did I miss something?
    Raffle has filled you in

    The movie will be called " The rise of WSB "

    It was crazy and gained a lot of commentary


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  30. #4230
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    Quote Originally Posted by wotsthecrack View Post
    Let's wait and see the efficacy for the over 65's when the data is available. It certainly doesn't help bandying around 8% efficacy figures when by the reporters own admission it is a political piece surrounding the German government vaccination plans. As I said, scaremongering, let's hope I'm not wrong.
    This from the FT just now:



    FT versus Handelsblatt - where did we see that before???

  31. #4231
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    Quote Originally Posted by ryanb741 View Post
    Markets will tank tomorrow if the news coming from Germany ...
    DAX up 2% ...

  32. #4232
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    Quote Originally Posted by Raffe View Post
    The financial equivalent of Q-Anon has taken control of the stock exchanges.

    https://www.bloomberg.com/news/artic...es-to-the-moon (open in incognito window)

    https://twitter.com/DeItaone/status/1353793275388456960
    If I have this correct a big hedge fund which shorted a tech stock has lost a load of cash because that stock has gone to the moon, pumped by a load of RObinhood investors?

    Is that a rough summary?

  33. #4233
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    Quote Originally Posted by Montello View Post
    DAX up 2% ...
    Turns out the news from Germany was a load of old scheisse!

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  34. #4234
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    Quote Originally Posted by Montello View Post
    If I have this correct a big hedge fund which shorted a tech stock has lost a load of cash because that stock has gone to the moon, pumped by a load of RObinhood investors?

    Is that a rough summary?
    A medium sized hedge fund was saved by two big hedge funds after going belly-up because of wsb.
    Someone who lies about the little things will lie about the big things too.

  35. #4235
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    Quote Originally Posted by Raffe View Post
    A medium sized hedge fund was saved by two big hedge funds after going belly-up because of wsb.
    Sorry; WSB being?

  36. #4236
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    Quote Originally Posted by Montello View Post
    Sorry; WSB being?

    Wall Street Bets. It is a Reddit subforum

  37. #4237
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    Quote Originally Posted by ryanb741 View Post
    Wall Street Bets. It is a Reddit subforum
    It's the rolex of the forum world.


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  38. #4238
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    Anyone else slightly amused by this WSB story? I must admit I am. “What’s save for the goose is sauce for the gander” springs to mind

  39. #4239
    Quote Originally Posted by demonloop View Post
    Anyone else slightly amused by this WSB story? I must admit I am. “What’s save for the goose is sauce for the gander” springs to mind
    I see what you mean in terms of the taste of their own medicine aspect but are even more disorderly markets good for the efficient allocation of capital?

  40. #4240
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    Quote Originally Posted by ernestrome View Post
    I see what you mean in terms of the taste of their own medicine aspect but are even more disorderly markets good for the efficient allocation of capital?
    Certainly not. I reduced my market exposure a few weeks ago and am mostly watching from the sidelines, but this I outright crazy and is destroying a lot of portfolios, amongst it there may be your life insurance or your pension.
    Someone who lies about the little things will lie about the big things too.

  41. #4241
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    Quote Originally Posted by Raffe View Post
    Certainly not. I reduced my market exposure a few weeks ago and am mostly watching from the sidelines, but this I outright crazy and is destroying a lot of portfolios, amongst it there may be your life insurance or your pension.

    Do “ordinary” people have any real exposure to these types of hedge funds?

    Most pensions and “consumer” investment portfolios wouldn’t be invested in hedge funds.

  42. #4242
    No but they might own the same underlying investments.

  43. #4243
    Master mr noble's Avatar
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    Where best to invest, if stocks are about to tumble?

    As per the title of this thread, and the title of this post.....


    What do our resident gurus feel the best places to be invested may be if there is another bear tumble coming along, and the bubble is about to pop?


    Is it best to be fully out of everything and sat in cash again, or in inflation proof commodities and metals? Or in the emerging markets that are said to be leading the post Covid rebound?


    It’s obviously a crystal ball question, but there must be safer places to be than all in FTSE trackers and SMT?

  44. #4244
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    Quote Originally Posted by Raffe View Post
    Certainly not. I reduced my market exposure a few weeks ago and am mostly watching from the sidelines, but this I outright crazy and is destroying a lot of portfolios, amongst it there may be your life insurance or your pension.
    Chamath's tweet adding to this


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  45. #4245
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    Quote Originally Posted by mr noble View Post
    As per the title of this thread, and the title of this post.....


    What do our resident gurus feel the best places to be invested may be if there is another bear tumble coming along, and the bubble is about to pop?


    Is it best to be fully out of everything and sat in cash again, or in inflation proof commodities and metals? Or in the emerging markets that are said to be leading the post Covid rebound?


    It’s obviously a crystal ball question, but there must be safer places to be than all in FTSE trackers and SMT?
    As evidenced in this thread, if you are not following the market on a daily basis and are willing to put quite some work in, it's probably for the best to stay invested and ride it out. Maybe sell a quarter or a third of your trackers if and when you don't feel comfortable about the market and buy back when happy with the direction (no matter if that is lower or higher than where you sold).

    Simple truth is that there is nothing more difficult than timing the market swings.

  46. #4246
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    The best advice I’ve seen in this thread is “time in the market will outperform trying to time the market”

    Granted my SIPP is small and I’m relatively young, but I sat in cash for several months waiting on a bubble popping that didn’t pop.

    I’m letting it ride now, across a few trackers and low cost funds.

  47. #4247
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    Gamestop: the wild ride continues.

    High yesterday: $159. Only 90 minutes later, the low of the day at $61. Today, a low of $80 and high of $143.

    Place your bets.

  48. #4248
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    Quote Originally Posted by Raffe View Post
    Gamestop: the wild ride continues.

    High yesterday: $159. Only 90 minutes later, the low of the day at $61. Today, a low of $80 and high of $143.

    Place your bets.
    Why has this particular stock seen such volatility?

  49. #4249
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    Quote Originally Posted by Montello View Post
    Why has this particular stock seen such volatility?
    #wallstreetbets


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  50. #4250
    Grand Master Raffe's Avatar
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    Quote Originally Posted by Montello View Post
    Why has this particular stock seen such volatility?
    It's a video game retailer (the blockbuster of video games), which has been dying for years. As a result, every hedge fund and their dog has ended being short the stock. The company was racking up operational losses and looked like it was weeks away from bankruptcy - until the new armada of pandemic traders invested their stimmies and bought OTM call options in coordinated fashion. No fundamental reason to buy the stock, other that the whole float is sold short and they were going after the shorts.

    There was not a single piece of news which affected the company's business between July, when the stock was $4 and today, when it is trading at $145. Google gamma-squeeze if you want to understand what happened.

    This is also happening with a few other stocks: Blackberry, Bed, Bath & Beyond and AMC have all more than double during the past two weeks to name a few. Check it out, it's unreal.

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