Dibbs
Active member
why april?
There's an argument to be made that S&P valuation were not unreasonable in the context of low yields. (Compare yields P/E in 2000 to SPX P/E)
Any full time traders on MR?
- Thread starter subafreak
- Start date
why april?
There's an argument to be made that S&P valuation were not unreasonable in the context of low yields. (Compare yields P/E in 2000 to SPX P/E)
CRNKY
New member
I'm starting to feel uncomfortable with these drops looking at my investment accounts. Really debating on pulling out before everything goes to the shitter, at least last week I was just about even. We are really just at the beginning of corona too, it will be another shitstorm. Feeling very uneasy.
Larkee
Well-known member
From FA people, sentiments should shift during april-may. This turbulent period is violent and whipsawing but should be short lived.
*I should add that great interventionism is to be expected.
Demand has definitely faded and if quarantine measures start going into effect in more developed countries demand will continue. It's especially bad for the service sector: conferences, sporting events, and canceled business travel all represent: flights and hotels not being booked, uber rides not being taken, meals not being eaten in restaurants, etc etc. There is no guarantee that it's simply demand being shifted to future Q's. We saw with SARS and 9/11, it takes years for travel/tourism to rebound.
With public authorities in many jurisdictions banning large gatherings of over 1000 people, it wouldn't be a stretch to see malls forced to close.
Apple's iPhone sales were down 61% YoY for February in China because of the quarantine. Sure some of it will be deferred to future quarters some of it might not.
I'm assuming he means financial analyst and interpret it to mean sell-side analyst.
AsunaMAXXX
Legacy Member
vous en pensez quoi de SU.to , suncor , un bon move a moins de 27$cdn ?
et Ford le titre était légèrement plus bas que 6$us ?
et Ford le titre était légèrement plus bas que 6$us ?
Larkee
Well-known member
I agree with everything you said. All that money that is not being spent though, isn't vanishing. It's just sitting on the sidelines waiting to be spent. And it will once the opportunity arises.
TheCharles
New member
Perso je reste tranquille coté action traditionnelle avant que ça se calme, c'est difficile de dire si tu as un bon rabais en ce moment ou si ça va descendre encore plus.
P_KK
Legacy Member
I thought it was for Fundamental Analysis. There is TA and FA, and TA is for Technical Analysis (what most of us do here).
P_KK
Legacy Member
Ouais moi je reste sur le coté aussi. P-E niaiser un peu avec les PUT for the lolz mais pas plus.
Je sauve le cash pour quand ca va commencer a remonté...
SRT-What?
Legacy Member
Cristalizing your losses sounds like a very good idea.
Sustain26
Banned
AsunaMAXXX
Legacy Member
Bon , alors , aujourd'hui , était-ce un death cat bounce , maudit que ça regarde mal
TheCharles
New member
La Fed a ajouté 30B$ de liquidité en repo hier, j'imagine que ça l'a aidé à la journée d'aujourd'hui. Ils ont l'air prêt à tout pour pas tomber en récession, un autre rate cut est possible ce mois-ci... on va rester avec un indice de volatilité dans le tapis pour un bout encore.
AsunaMAXXX
Legacy Member
L'affaire que j'ai de la misère a saisir , pourquoi les grandes banques canadiennes sont affectées , elles ont toutes plantés de 20-25% et + depuis 1 mois
la Fed injecte 30 milliards , nos banques canadiennes jump 3-5% aujourd'hui
Part of the canadian banks plumeting is the rate cut, they're already paying nothing on deposits so it's not like they're going to lower that, but a cut in the central bank rate means they have to cut their prime rate which sets their profitability for all sorts of lines of business, like mortgages, lines of credit etc.