Funds Insider - Opening the door to funds

Welcome to the Citywire Funds Insider Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error
Has the market gone off growth?
+ Reply to discussion
Options
John Bran
Posted: 02 August 2024 18:54:01(UTC)
#51

Joined: 01/09/2017(UTC)
Posts: 2,125
John Bran;314217 wrote:
Another bad day for the NASDAQ....and every other index BUT the NASDAQ is definitely falling further than anything else...other than Japan.
More than just a rotation but overdone until we see more evidence of an actual recession.


Odd one out Mercardolibre up 10% .
It maybe the only Nasdaq share I own, directly or indirectly.
Back to top Quote
 |  Edit by user
John Bran
Posted: 02 August 2024 19:31:52(UTC)
#53

Joined: 01/09/2017(UTC)
Posts: 2,125
Big boy;314242 wrote:
"Has the market gone off growth"

Does it matter if we are in the right stocks at the right time....let's not try and overcomplicate our lives...


What a load of meaningless drivel. You are the forum prick.
Back to top Quote
1 user thanked John Bran for this post.
Big boy on 05/08/2024(UTC)
John Bran
Posted: 05 August 2024 10:56:41(UTC)
#54

Joined: 01/09/2017(UTC)
Posts: 2,125
Well we will see if the market has gone off growth this afternoon. BUT I think this fall is more than just going off growth.
But as usual overdone. Is the US really going into a recession or better still is the evidence there to back it up?
Back to top Quote
 |  Edit by user
1 user thanked John Bran for this post.
Big boy on 05/08/2024(UTC)
John Bran
Posted: 05 August 2024 14:55:24(UTC)
#55

Joined: 01/09/2017(UTC)
Posts: 2,125
The fall continues across the market but growth (Nasdaq) the bigger faller.
Unless there's a good reason tomorrow will see a recovery..... possible a dead cat bounce!!
Back to top Quote
John Bran
Posted: 06 August 2024 10:37:00(UTC)
#56

Joined: 01/09/2017(UTC)
Posts: 2,125
I am beginning to think the carry trade is involved.
First thoughts were the increase in Japanese interest rates should have had an effect but the now expected reduction in US interest rates will have the same effect.
So how much borrowed yen is in US bonds and possibly more importantly how much is in the stock market particularly magnificent 7.

PS at one time Murray international borrowing was in yen.
Back to top Quote
6 Pages«Previous page456
+ Reply to discussion

Markets

Other markets