Author Topic: Investments  (Read 3536 times)

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Online mountaineer

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Re: Investments
« Reply #50 on: September 27, 2016, 01:31:29 PM »
GOLD

What to do? Buy or not?
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Online mountaineer

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Re: Investments
« Reply #51 on: September 27, 2016, 01:34:03 PM »
TheNational.ae:
Quote
BEIJING // China last week announced it was establishing the first clearing bank for yuan or renminbi (RMB) in the United States.

This is seen as a milestone in the internationalisation of the Chinese currency just before the yuan is due to join a select club at the IMF on October 1.

From October 1, the yuan will be one of the five currencies used by the IMF for issuing Special Drawing Rights (SDR). SDR is a synthetic currency representing five currencies in the IMF basket, which is used for lending funds to countries that need it.

Around that time, the New York branch of Bank of China will start clearing facilities for the Chinese currency.  ...
So will the dollar tank?
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Online mountaineer

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Re: Investments
« Reply #52 on: September 27, 2016, 01:38:18 PM »
Is this a reason to buy gold?
Quote
Money-market reforms set to make borrowing more costly
[Reuters]
September 22, 2016

By Shankar Ramakrishnan

NEW YORK, Sept 22 (IFR) - Money-market fund reforms that come into effect next month will further hike short-term bank borrowing costs, which have already risen sharply in recent months.

But analysts say financial institutions generally have done little to tweak how they fund their operations, preferring to wait and see how the October 14 changes shake up the market.

"Everybody seems to have resigned themselves to a possibility that they may have to pay slightly higher rates," said a senior money market analyst who asked not to be named.  ...  More


I just got a call from the place I"ve purchased gold in the past. They mentioned the Chinese yuan and a limit on money market withdrawals as a reason to buy gold (of course, they would call anything a reason to buy gold, I realize that!).
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Offline mrpotatohead

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Re: Investments
« Reply #53 on: September 27, 2016, 01:47:10 PM »
Is this a reason to buy gold?
I just got a call from the place I"ve purchased gold in the past. They mentioned the Chinese yuan and a limit on money market withdrawals as a reason to buy gold (of course, they would call anything a reason to buy gold, I realize that!).
I hope they are right.  I have some silver that I'm hoping will increase in value before I die...lol.

Online Free Vulcan

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Re: Investments
« Reply #54 on: September 27, 2016, 02:16:46 PM »
GOLD

What to do? Buy or not?

To me, unless you have a large amount of FRN's that you wouldn't want to lose value in some big crash, I'd buy silver. If it does hit the fan, there might be enough of a local economy that there may be some money exchange instead of straight barter. There's property taxes to think of too.
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Offline austingirl

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Re: Investments
« Reply #55 on: November 09, 2016, 12:38:48 PM »
Futures down huge last night when it became apparent that Trump was going to win. Today's market up almost 200 points at 11:30 CST- bios bounced back in relief that Hitlery won't destroy their business. Will it hold? I took some profit on a BMY swing trade yesterday. Would have made quite a bit more if I held- but happy to make $500.00.

Thoughts on the direction of the market?
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Offline bolobaby

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Re: Investments
« Reply #56 on: November 09, 2016, 12:48:54 PM »
@austingirl

We definitely live in interesting times!

I'm not sure what to make of the market activity as a whole this morning. I do have some targeted thoughts:

1. Look at healthcare as an industry. The signal that Obamacare will end will ultimately be good for the entire industry. I'd pay close attention to insurers.

2. Watch out for companies that rely heavily on foreign manufacturing, like car companies. The long-term prospect of moving jobs back onshore should mean increased labor costs. A trade war, with increased tariffs on goods like cars, might be a real problem, too.

3. I still think there is enough uncertainty to make metals and mining a viable investment. Especially if the globalists use a Trump presidency to finally "resolve" the sovereign debt crisis, which I suspect they may.

4. My initial reaction says to invest in defense stocks, but I would actually be cautious here when I really put thought into it. The defense industry makings billions on weapon programs that never fully materialize. If Trump really is a smart negotiator, he'll start putting performance clauses into these contracts.

5. Energy has to be a win now, right? Run from alternate energy like it's a fast zombie coming to eat your brain. Those subsidies should dry up.
#NeverTrump... and "no" that doesn't mean I'll be voting for Hillary like Trump has in the past.

Offline catfish1957

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Re: Investments
« Reply #57 on: November 09, 2016, 12:50:12 PM »
Futures down huge last night when it became apparent that Trump was going to win. Today's market up almost 200 points at 11:30 CST- bios bounced back in relief that Hitlery won't destroy their business. Will it hold? I took some profit on a BMY swing trade yesterday. Would have made quite a bit more if I held- but happy to make $500.00.

Thoughts on the direction of the market?

IMO again just MO......  (within year)

Gold (up)  5-15%
G Bonds (down) 5-15%
C Bonds (down) 5-10%
Large Cap Equities (down) 1-5%  (i.e DJI and S & P)
Mid Cap "  (down) 5-10%
Small cap (down) 10-20%
Oil - + or - 10% either way
REITs- 5-10% Down
Foreign equity indices- (down) - 10-20%
Fed - 2, 25 basis point increases

Best bets-  Equites in predominate infrastructure plays.
Worst bets- Tech sector
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Offline austingirl

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Re: Investments
« Reply #58 on: November 09, 2016, 12:57:09 PM »
@bolobaby  @catfish1957

Thanks for the replies- good thoughts. I am watching and waiting. Some big moves today in infrastructure plays. Interesting times indeed.
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Offline bolobaby

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Re: Investments
« Reply #59 on: November 09, 2016, 03:19:10 PM »
@austingirl

One additional note - today's activity broke the technical concerns for significant downside - at least for now. The indicators now point to upside.
#NeverTrump... and "no" that doesn't mean I'll be voting for Hillary like Trump has in the past.

Offline austingirl

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Re: Investments
« Reply #60 on: November 09, 2016, 06:51:49 PM »
@austingirl

One additional note - today's activity broke the technical concerns for significant downside - at least for now. The indicators now point to upside.

I have a lot of dry powder-80% cash- will shop judiciously. ^-^
Principles matter. Words matter.

Offline Fishrrman

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Re: Investments
« Reply #61 on: November 09, 2016, 08:50:36 PM »
Whew!

My IRA's remain safe for the time being!

Offline mrpotatohead

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Re: Investments
« Reply #62 on: November 09, 2016, 09:54:46 PM »
For the chartists among you.  Our local bank's holding co. brokeout to the upside today.

Online Free Vulcan

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Re: Investments
« Reply #63 on: November 10, 2016, 01:38:50 AM »
Just FYI everybody, the great market crash of November 2016 predicted by the media, because Trump got elected, is over after a few hours. Luckily nobody jumped.
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Offline Frank Cannon

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Re: Investments
« Reply #64 on: November 10, 2016, 02:03:53 AM »
I have a lot of dry powder-80% cash- will shop judiciously. ^-^


Looking at some election results around the country, I would go long this....

People like Hillary Clinton are the reason we have middle fingers.

Online DB

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Re: Investments
« Reply #65 on: November 10, 2016, 02:18:02 AM »
@austingirl

We definitely live in interesting times!

I'm not sure what to make of the market activity as a whole this morning. I do have some targeted thoughts:

1. Look at healthcare as an industry. The signal that Obamacare will end will ultimately be good for the entire industry. I'd pay close attention to insurers.

2. Watch out for companies that rely heavily on foreign manufacturing, like car companies. The long-term prospect of moving jobs back onshore should mean increased labor costs. A trade war, with increased tariffs on goods like cars, might be a real problem, too.

3. I still think there is enough uncertainty to make metals and mining a viable investment. Especially if the globalists use a Trump presidency to finally "resolve" the sovereign debt crisis, which I suspect they may.

4. My initial reaction says to invest in defense stocks, but I would actually be cautious here when I really put thought into it. The defense industry makings billions on weapon programs that never fully materialize. If Trump really is a smart negotiator, he'll start putting performance clauses into these contracts.

5. Energy has to be a win now, right? Run from alternate energy like it's a fast zombie coming to eat your brain. Those subsidies should dry up.

It is exporters who will be destroyed in a trade war. The vast majority of the products my company manufactures is exported overseas.

Online Freya

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Re: Investments
« Reply #66 on: November 10, 2016, 05:42:13 AM »
Bookmarking.

Need coffee. This is a fascinating thread.
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Offline austingirl

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Re: Investments
« Reply #67 on: November 10, 2016, 09:45:20 AM »
@bolobaby
"I still think there is enough uncertainty to make metals and mining a viable investment. Especially if the globalists use a Trump presidency to finally "resolve" the sovereign debt crisis, which I suspect they may."

This is a real concern.

DOW at all time high this morning. Watching Fox Business and several interesting things. Prison stocks are up because Hitlery wanted to shut down private prisons and now they won't be run out of business. Apple Amazon, Facebook down slightly. Defense stocks, infrastructure  and health insurers up again today. Some pundits unsure whether this Trump rally will continue due to the many economic issues.

Will there be a Santa Claus rally this year? Macy's and Kohls up today. There will be year end tax selling as there is every year. I well remember how the market dropped steeply last January.
Principles matter. Words matter.

Offline austingirl

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Re: Investments
« Reply #68 on: November 10, 2016, 09:46:19 AM »
Looking at some election results around the country, I would go long this....




Will we go from "Prozac Nation" to "Pot Nation?"
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Offline mrpotatohead

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Re: Investments
« Reply #69 on: November 10, 2016, 10:26:16 AM »
Looking at some election results around the country, I would go long this....



If you are seriously thinking about investing in this sector, you might consider AERO.  Not a direct link, but it seems they are headed that direction.

Online Weird Tolkienish Figure

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Re: Investments
« Reply #70 on: November 10, 2016, 10:33:03 AM »
I throw some dollars into a 401k fund. Try to invest in emerging markets, precious metals (as a hedge), small cap stocks, etc.


It has paid off fairly well. Hope Trump doesn't destroy everything with a trade war.
« Last Edit: November 10, 2016, 11:09:20 AM by Weird Tolkienish Figure »
1) Not all polls we don't agree with are skewed and dishonest.

2) Not everyone you disagree with is a leftist.

3) Lets not allow rage-filled snowflakes  turn GBR into their own safe space

4) It's a shame I have to remind "conservatives" of this.

Offline austingirl

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Re: Investments
« Reply #71 on: November 10, 2016, 11:07:51 AM »
Moody's report about tech supply issues sent Apple, FB and Amazon to the woodshed. All uberliberal  CEOs. I do not own.
Principles matter. Words matter.

Offline catfish1957

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Re: Investments
« Reply #72 on: November 10, 2016, 11:48:13 AM »
If you are seriously thinking about investing in this sector, you might consider AERO.  Not a direct link, but it seems they are headed that direction.

In that sector, and if I was younger, I'd invest in Pizza delivery places like Pizza Hut and Papa Johns in Pot towns that border non-Pot states.
I display the Confederate Battle Flag in honor of my great great great grandfathers who spilled blood at Wilson's Creek and Shiloh.  5 others served in CW with honor too.

Offline mrpotatohead

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Re: Investments
« Reply #73 on: November 10, 2016, 12:12:47 PM »
In that sector, and if I was younger, I'd invest in Pizza delivery places like Pizza Hut and Papa Johns in Pot towns that border non-Pot states.
:bigsilly: :bigsilly:

Online Free Vulcan

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Re: Investments
« Reply #74 on: November 10, 2016, 12:54:05 PM »
In that sector, and if I was younger, I'd invest in Pizza delivery places like Pizza Hut and Papa Johns in Pot towns that border non-Pot states.

And don't forget Pepsi! They make Doritos and Frito-Lays.

Jonesin' for some Doritos after my fatty myan!
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