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MarkSp
Posted: 23 January 2022 09:54:20(UTC)
#1790

Joined: 02/02/2020(UTC)
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Aminatidi;204670 wrote:
So as much as we're all guessing does anyone have any predictions for tomorrow and the rest of the week?


My view

Look at what is happening within the indicies. The index number is a mathematical calculation of the net position.

There is a lot of variation and on NSDQ there were some strong rises that got through even in the face of index selling.

XDEW the S&P equal weight is only down 4% so this isn't a mighty catastrophe - there is a lot of noise as over valued shite gets caned.

Now is not the time to miss your forecasts and give a negative outlook. A minor miss will get slaughtered. The upside of that is that it will create sone interesting buying opportunities

I think we are back to fundamentals. Cashflow, ROCE etc......... smells like FSmith and SSON to me.

If you want to forecast market direction short term, look at BTC. It is a good indicator or risk appetite.
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2 users thanked MarkSp for this post.
waterland on 23/01/2022(UTC), John Strom III on 23/01/2022(UTC)
NoMoreKickingCans
Posted: 23 January 2022 10:20:53(UTC)
#1793

Joined: 26/02/2012(UTC)
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I found this an interesting listen...

https://podcasts.apple.com/gb/po...07141614?i=1000548465374

Echos many of the things under discussion and inputs from KL about the unknowability fo the future and therefore the idea of hedging a bit for different things to balance out a portfolio.

For me it is also a salutory reminder that a retired bloke doing a bit of stock picking isn’t being realistic compared to professionals using quant models and teams of analysts.
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3 users thanked NoMoreKickingCans for this post.
King Lodos on 23/01/2022(UTC), Sheerman on 23/01/2022(UTC), Elland Road on 23/01/2022(UTC)
Jimmy Page
Posted: 23 January 2022 10:21:03(UTC)
#1792

Joined: 11/11/2017(UTC)
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Aminatidi;204670 wrote:
So as much as we're all guessing does anyone have any predictions for tomorrow and the rest of the week?

LWDB and Northern 3 VCT will both pay their dividends.

Followed by EAT and MRC the following week, then Unicorn and Hargreave Hale VCTs, before a plethora of others as February ends. After that? Who knows, except to say that the days will be longer and Spring will be that much closer.
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2 users thanked Jimmy Page for this post.
Aminatidi on 23/01/2022(UTC), mdss68 on 23/01/2022(UTC)
ANDREW FOSTER
Posted: 23 January 2022 10:32:05(UTC)
#1794

Joined: 23/07/2019(UTC)
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I have a plan for tomorrow which will be lead by the Asian markets and the GBP/USD rate.

My belief is there is a lot of hot air to unwind and that that process is gaining momentum (momentum can be downwards too!)

I think the main pain is going to be on the profitless-tech. Goldman have an index for this and its not looking great. But there IMHO will be collateral damage that is going to drag on the S&P for many weeks yet.


So.. <deep breath> I'm looking at selling out of the S&P, Fundsmith, BNY Long Term and MS Global Brands.

And I will sit on that cash until the picture becomes clearer. That may be a day, a week or months away.

Some of the proceeds might get reinvested in more Oil and some dividend payers.


...that's my plan anyway. I'm just not prepared to sit and watch another March 2020 dip form, and this time the recovery would be much slower.
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5 users thanked ANDREW FOSTER for this post.
Sheerman on 23/01/2022(UTC), Martin Stafford on 23/01/2022(UTC), Andy JR on 23/01/2022(UTC), Aminatidi on 23/01/2022(UTC), Martina on 23/01/2022(UTC)
Bulldog Drummond
Posted: 23 January 2022 10:53:36(UTC)
#1806

Joined: 03/10/2017(UTC)
Posts: 6,253
I have been toying with investing 6 euros in Old Moore's Almanac for guidance.
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waterland
Posted: 23 January 2022 11:13:20(UTC)
#1807

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Bulldog Drummond;204695 wrote:
I have been toying with investing 6 euros in Old Moore's Almanac for guidance.



Money well spent BD
: )
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1 user thanked waterland for this post.
Bulldog Drummond on 23/01/2022(UTC)
bédé
Posted: 23 January 2022 11:24:08(UTC)
#1795

Joined: 26/09/2018(UTC)
Posts: 7,895
ANDREW FOSTER;204691 wrote:
...that's my plan anyway. I'm just not prepared to sit and watch another March 2020 dip form, and this time the recovery would be much slower.

You know that?
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glenn hicks
Posted: 23 January 2022 11:28:16(UTC)
#1808

Joined: 15/12/2011(UTC)
Posts: 21
whats every ones opinion of MVT its holding up very well,alias seneca paying divi as well
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John Strom III
Posted: 23 January 2022 11:36:49(UTC)
#1809

Joined: 25/12/2021(UTC)
Posts: 158
When it comes to bonds, is it better to invest in those after rates have risen, before they have risen, or doesn't it matter? Of I buy bonds now, and then rates go up, am I effectively holding less desirable bonds? Does any of this matter if I just invest in a bond index tracker like Vanguard's?
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Mr Spock
Posted: 23 January 2022 12:00:51(UTC)
#1811

Joined: 19/07/2019(UTC)
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John Strom III;204704 wrote:
When it comes to bonds, is it better to invest in those after rates have risen, before they have risen, or doesn't it matter? Of I buy bonds now, and then rates go up, am I effectively holding less desirable bonds? Does any of this matter if I just invest in a bond index tracker like Vanguard's?


Bonds carry different type of risks (credit risk, interest rate risk, spread risk, rating, liquidity etc.), some relate to valuation others the actual risk of losing the principal invested. Bonds value move (generally) in opposite direction as rates. If you are not familiar with these concepts probably better if do not invest in bonds. It doesn’t matter if you invest in a tracker or active. Hope this helps.
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1 user thanked Mr Spock for this post.
John Strom III on 23/01/2022(UTC)
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