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+--- Thread: volatile early 2014 (/showthread.php?tid=2280)
volatile early 2014 - stephenkhoo - 01-27-2014 02:36 PM
So last friday there was a gap down and you see equities across the board in different regions especially brazil, turkey and argentina selling off panickly. What does it mean? Do you want to short the market? Maybe a simple analogy will be if you are driving at 110km/h on 5th gear and then you wish the market to short ie reverse gear immediately or drop to 1st, likely impossible. you still need to go down 4th 3rd 2nd .... so the same applies in market isn't it. Do you agree? Well, lets see what Yellen says this wed at her first FOMC meeting which she will be helming for the first time. Seems like this week will be a soft week as traders will unlikely to keep big positions in the region due to the upcoming weekend CNY holiday. As goes January so goes the rest of the year.
locally it seems Singpost has good outlook with promising business model branching into the logisitics business.
In retrospect, the temporary breakdown of the financial system seems like
a bad dream. There are people in the financial institutions that survived
who would like nothing better than to forget it and carry on with business
as usual. This was evident in their massive lobbying effort to protect their
interests in the Financial Reform Act that just came out of Congress.
But the collapse of the financial system as we know it is real, and the
crisis is far from over.
Indeed, we have just entered Act II of the drama, when financial
markets started losing confidence in the credibility of sovereign debt.
—George Soros speech at the Institute of International
Finance in Vienna, June 10, 2010
You know who Ron isana is? The famous cnbc guy who started his fund and failed. Us employment numbers are positive and corporate earnings on track, even with subprime houses now back on better valuations. What does it mean to us? Bull continue to run? We have practically more than 0 interest for 4 years and there never was a time when interest was lower than 2.6percent for more than 2.5 years. The world of trading has changed especially execution of trades has taken a higher form. Darkpool, algo, all these you can see volumes and margins moving. My joy is not the current bullish peak of DJI at all time high with positive jobs data and fed support but a greater fear of a lingering smell when apple start to ripen and turn sour. Dont forget the magnitude of the QE the massive trillions and the impact on usd. If the market turns, what level will it drop to? Harry dent in his book the great crash wrote that the crash will happen after 2009 and before 2015. Imagine the massive volumes and margins with those algo high freq trading. Unlike the big depression where you have butcher slicing the meat with human hands, now you use machines using set parameters to uniformly slice faster n quicker, you know the maths.
Of course you know this guys Harry Dent who warned about the subprime crisis
Tell me your opinion