Jump to content
Sign in to follow this  

Market themes for 2020

Recommended Posts

If you are a contrarian, what do you think of this?

"Another Hedge Fund Giant Bites the Macro Dust"

"In total, hedge fund assets have declined by $77 billion this year alone, the research firm estimates, leaving the industry as a whole managing a smidgen more than $3 trillion. "

https://www.bloomberg.com/opinion/articles/2019-11-21/louis-bacon-another-hedge-fund-giant-bites-the-macro-dust

 

Share this post


Link to post

Fanciful but worthwhile article from Reuters ...

Quote

“in the 2020s it seems inevitable that a world of helicopter money awaits,” Deutsche Bank predicts.

https://uk.reuters.com/article/uk-markets-outlook-2030-analysis/recession-robots-and-rockets-another-roaring-20s-for-world-markets-idUKKBN1YV0QZ

 

Universal basic income?  I think it's more likely people will be forced to work on precarious contracts for very low wages.  Especially now that Britain will become 'Singapore on steroids' and have a great bonfire of 'red tape' such as human rights, environmental protections and rights for workers (which do nothing but stop companies being efficient and profitable - bah!  Humbug!)

Edited by dmedin

Share this post


Link to post

Like Tesla?

Quote

BofA expects clean energy and electric-vehicle companies to emerge as winners, estimating the clean energy market to be already worth $300 billion

 

Share this post


Link to post

Absolutely every year-end, without fail, you find some clown writing this type of scare story. Journos gotta write something I suppose. 

image.png.435c0e9c06af85082ae1ab399748518d.png

  • Great! 1

Share this post


Link to post
57 minutes ago, Caseynotes said:

Absolutely every year-end, without fail, you find some clown writing this type of scare story. Journos gotta write something I suppose. 

image.png.435c0e9c06af85082ae1ab399748518d.png

But if you are bull this is great news😁

Its when the last bear give up and starts buying Tesla the end is near for the bull

https://www.cnbc.com/2019/08/30/stock-market-a-contrarian-buy-signal-has-been-triggered.html

https://www.isabelnet.com/bofaml-bull-bear-indicator-2/

 

 

  • Like 1

Share this post


Link to post

My prediction for DOW the year 2020 (for what its worth) 😎

I think we will see some profit taking in January (maybe 5% or so down to 27 000 ish?)

Then straight up to 30 000 in a couple of months (spring time?)

Then its time to start worry about the US election and take profit with VIX rising

If Trump wins we could get a relief rally and if some democrat wins then its time to prepare for a bearmarket in stocks

https://www.cnbc.com/2019/11/13/investors-see-sell-off-if-warren-wins-they-said-the-same-about-trump.html

" “they won’t open the stock market if Elizabeth Warren is the next president.” 

"

He also blasted what he views as her anti-capitalist positions, including a proposed wealth tax.

“I don’t need Elizabeth Warren telling me that I’m a deadbeat and that billionaires are deadbeats. "

 

 

  • Like 1

Share this post


Link to post
2 hours ago, Kodiak said:

they won’t open the stock market if Elizabeth Warren is the next president.

This will help to remind people of the highly anti-democratic nature of the international financial system, and that the international financier can manufacture a crisis as quickly in America or Britain as he can in Venezuela.  Will be interesting to see how the 99.99% react when the 0.01% throw a temper tantrum when asked to pay a little bit more tax on their multi-billion fortunes.

Share this post


Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Member Statistics

    • Total Topics
      8,074
    • Total Posts
      44,583
    • Total Members
      55,588
    Newest Member
    chade
    Joined 21/02/20 18:50
  • Posts

    • Don't really have a good option right now. Either hold or cut losses. Holding seems like a better option as Nasdaq should not be dropping that much more (hopefully). Cutting my losses now means losing 10 days of earnings. Doesn't sit well with me. What would you guys do if trapped like me?
    • Frodo Baggins 🤠
    • That bloke pretty much summed it all up more than 200 years ago.  'Higher wages come at the expense of higher profits' https://uk.reuters.com/article/us-usa-stocks-weekahead/fund-managers-look-for-value-in-high-priced-consumer-sector-idUKKBN20F1PK
×
×